Bridge Specialty Group
Overview
Brown & Brown is seeking an
Associate Account Manager
to join our growing team in
Salt Lake City, UT . Provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Provides clerical support to the team. Essential Duties And Functions
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Collects client exposure data and uses Excel to compile the information. Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, providing documents to client and team members as requested. Required
Strong attention to detail. Proficient in Excel, Word and PowerPoint. Excel proficiency includes formatting, formulas, pivot tables and other Excel functions. Must possess or pass the Utah insurance agent’s license exam. Participates in continuing education in order to maintain the appropriate level of credentials. Benefits & Total Well-Being
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. Equal Opportunity
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”. Job Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Sales and Business Development Industries:
Insurance
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Brown & Brown is seeking an
Associate Account Manager
to join our growing team in
Salt Lake City, UT . Provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Provides clerical support to the team. Essential Duties And Functions
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Collects client exposure data and uses Excel to compile the information. Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, providing documents to client and team members as requested. Required
Strong attention to detail. Proficient in Excel, Word and PowerPoint. Excel proficiency includes formatting, formulas, pivot tables and other Excel functions. Must possess or pass the Utah insurance agent’s license exam. Participates in continuing education in order to maintain the appropriate level of credentials. Benefits & Total Well-Being
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. Equal Opportunity
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”. Job Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Sales and Business Development Industries:
Insurance
#J-18808-Ljbffr