Account Manager – Personal Insurance Lines

Brown & Brown of Georgia, Inc.

Alpharetta, GA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown Insurance of Georgia-Duluth (moving to Alpharetta in March!) is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Account Manager for our Personal Lines Department.  This individual is responsible for maintaining a book of business by means of servicing and cross selling personal lines accounts.

Essential Duties and Responsibilities: 

  • Process daily mail, including faxes and e-mail, for assigned accounts
  • Answer and process all telephone requests for assigned accounts
  • Enter all required data into AMS 360 and ImageRight to maintain current file data on all assigned accounts
  • Review new applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
  • Underwriting, rating and generating of new policies written
  • Renewal marketing including, but not limited to rating and quoting assigned personal lines risks
  • Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures’ manual
  • Validate coverage and ratings policies, endorsements, audits, cancellations, etc.
  • Maintain suspense or follow-up system for correspondence/requests
  • Prepare billings and/or invoices on a timely basis
  • Advise accounting of the appropriate posting of moneys received on assigned accounts
  • Assist in the collection of premiums and audits as defined in the procedures manual
  • Maintain up to date knowledge of the various carriers’ rating plans, programs and underwriting
  • Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents
  • Perform any other duties as may be assigned

Required Skills

Required Skills/ Abilities:

  • Independent, self-starter with an acute attention to detail.
  • Professional appearance and customer service driven attitude.
  • Ability to work under stressful conditions with frequent interruptions.
  • Accuracy and speed are strong requirements.
  • Organized and reliable.
  • Prioritize and plan work activities.
  • Capable of handling difficult customers.
  • Must be able to work in a fast paced environment with minimum supervision.

Required Qualifications:

  • Current Property & Casualty Agent’s license for the state of Georgia
  • 3+ years’ personal lines property/casualty experience, with an independent agency, working with variety of preferred carriers.
  • Knowledge of risks and coverage in all areas of personal lines
  • Bachelor’s Degree preferred
  • Proficient and Effective with Microsoft Office (Excel, Word, Outlook)
  • Familiar with AMS360 and ImageRight highly preferred

Salary Range

Negotiable

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.