Assistant Account Manager – Commercial Insurance Team

Brown & Brown of Georgia, Inc.

Alpharetta, GA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown of Georgia, Inc—Alpharetta is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Assistant Account Manager for our Commercial Insurance Team.   Our clients include businesses in a variety of industries.  The Associate will work closely with the Commercial Lines Client Account Manager, Commercial Producers and other teammates to service new and existing accounts to achieve Agency sales goals and service standards.

Under direction and supervision by the Account Manager, the Essential Duties and Responsibilities are:

  • Prepare Renewal Letters and Questionnaire to be Reviewed by Account Manager, Follow-up for quotes i.e. Set up Activity
  • Assist with Marketing by Gathering Information and Sending and Preparing Applications (Activity Follow-up for Quotes)
  • Responsible for Completing Commercial Lines Checklist
  • Request Experience Modifications and Worksheets from the Bureau
  • Order Loss Runs
  • Proofread Proposals, Submissions, Summaries, etc. for typographical errors
  • Collate and Assemble Submissions, Proposals and Summaries of Insurance
  • Set up Policy Files
  • Set Up Books for Policies when required
  • Prepare First Draft of Summary
  • Data Entry & Invoicing in AMS360
  • Bond Processing & Invoicing in AMS360
  • Process Routine Endorsement Requests (Activity follow-up)
  • Issue Vehicle Identification Cards
  • Issue Certificates of Insurance (Account Manager responsible for setting up Master)
  • Photocopy
  • Order MVR’s when needed
  • All other duties as assigned

Required Skills

  • 1+ years’ experience in Property & Casualty Insurance customer service, preferably in commercial lines
  • Georgia Residence Property & Casualty License
  • Proficient with MS Office Suite, proficient and accurate typing
  • Experience with AMS360 and ImageRight software highly preferred
  • High School Diploma required, Bachelor’s Degree a Plus!
  • Clerical/Admin/Office Customer Service Experience

Required Competencies:

  • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
  • Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Salary Range



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