Assistant Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown

is Seeking a

Assistant Account Manager

to join our growing team in

Ft. Myers, FL .
How You Will Contribute

Issue Certificates of Insurance & Evidence of Property
Request Loss Runs from carrier or online
Process and Policy Checking for all renewal policies, including mailing to insured (as needed.)
Follow-up on Direct Bill renewals prior to month-end
Request endorsements
Issue on-line endorsements with various carriers
Process endorsements received for accuracy and mail to insured.
Follow-up on Endorsement Requests at the direction of Account Manager
Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.)
Assist with day to day account management - endorsements, claims
Build and Maintain Client Relationship, phone, email and meeting contacts
Complete and submit Loss Notices, Mail Claim Follow-up to Insured; follow-up on all open claims and process all claims documentation.
Complete check requests payable to Insured at request of AM for return premium endorsements, audits, and overpayment of premium, and mailing to insured
Licenses and Certifications:

4-40 Agent's License required (must obtain 4-40 license within 90 days of employment)
Skills & Experience to Be Successful

High School diploma required
Proficient with MS Office Suite
Some college degrees (preferred)
Insurance designations (preferred)
Spanish speaking a plus (preferred)
• LI-CJ1
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".