Assistant Account Manager – Condo Position Available In Lee, Florida
Tallo's Job Summary: Brown & Brown Insurance is hiring an Assistant Account Manager-Condo in Fort Myers, FL. This full-time position offers an estimated salary of $47.6K - $60.2K a year, along with benefits such as paid time off, health insurance, and 401(k). The role involves assisting with policy service workflow and supporting Account Managers with various tasks to maintain client relationships and ensure professional task completion. A 4-40 Agent's License is required.
Job Description
Assistant Account Manager – Condo Brown & Brown Insurance – 3.1
Fort Myers, FL Job Details Full-time Estimated:
$47.6K – $60.2K a year 17 hours ago Benefits Employee stock purchase plan Paid holidays Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance Loan assistance Life insurance Qualifications Mid-level Microsoft Office High school diploma or GED Full Job Description 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-Condo to join our growing team in Ft. Myers, FL. The Assistant Account Manager-Condo is to assist in the policy service workflow and help the Commercial Lines Assistants and Account Managers as s/he is learning our processes and procedures.
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 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. Ensure that actions protect the Agency from claims of liability for errors or omissions and that all tasks are professionally performed.
Licenses and Certifications:
A 4-40 Agent’s License required (must obtain 4-40 license within 90 days of employment) Skills & Experience to
Be Successful:
High School diploma Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality #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”.
