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 an Assistant Account Manager to join our growing team in Alpharetta, GA.The Assistant Account Manager supports client retention and relationship management by working closely with the Account Manager or Account Executive to ensure timely and accurate service. Key responsibilities include preparing renewal documents, assisting with marketing activities, maintaining policy files, processing endorsements, issuing insurance documents, and handling data entry and invoicing in AMS360. The role also involves proofreading submissions, ordering loss runs, and assisting with special projects. Strong organizational skills, attention to detail, and the ability to manage multiple priorities are essential for success.How You Will Contribute:Prepare Renewal Letters and Questionnaire to be Reviewed by Account Manager, Follow-up for quotes i.e. Set up ActivityAssist with Marketing by Gathering Information and Sending and Preparing Applications (Activity Follow-up for Quotes)Responsible for Completing Commercial Lines ChecklistRequest Experience Modifications and Worksheets from the BureauOrder Loss RunsProofread Proposals, Submissions, Summaries, etc. for typographical errorsCollate and Assemble Submissions, Proposals and Summaries of InsuranceSet up Policy FilesSet Up Books for Policies when requiredPrepare First Draft of SummaryLicenses and Certifications: Current Georgia Resident Property & Casualty Agent's LicenseSkills & Experience to Be Successful:Bachelor's degree in risk management or similar fieldProfessional Designation (CISR, CIC, ARM, etc.)Microsoft Office#LI-JE1Teammate Benefits & Total Well-BeingWe 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 ServicesBeyond 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".