Note: The job is a remote job and is open to candidates in USA. Brown & Brown is seeking an Assistant Account Manager to support its Fine Art Practice. The role manages insurance documentation, billing and accounting support, reporting, Salesforce updates, scheduling, and general operational coordination for the team.
Responsibilities
- Prepare and issue certificates of insurance, file completed documents, and update master templates in the data management system
- Provide accounting support by preparing billing forms, generating and sending invoices, responding to accounting questions, and assisting Account Managers with aged receivables
- Maintain accurate records in Applied Epic, including filing correspondence and policy documents, processing renewals and endorsements, and preparing surplus lines calculations and affidavits
- Maintain the team’s resource database, including industry contacts, carrier appetites, benchmarking summaries, representative client lists, team contact information, submission templates, and claims reports
- Reconcile and maintain collection schedules
- Prepare and distribute weekly expiration and book-of-business reports, along with additional reports as needed throughout the year
- Add new prospects to Salesforce, update opportunities, and maintain dashboards for Fine Art leaders
- Attend weekly team meetings and record and distribute meeting notes
- Maintain the Fine Art team calendar and external contact cards
- Provide IT coordination and general operational support for the team
Skills
- Two or more years of client management or administrative support experience
- Proficiency in Microsoft Office Suite, with strong Excel skills
- Ability to work Monday through Friday from 9:00 a.m. to 5:00 p.m
- Superior organizational skills and attention to detail
- Ability to manage multiple priorities, triage requests, and meet deadlines in a fast-paced environment
- Candidates must be able to obtain the license within 90 days of hire
- Valid Property & Casualty broker's license preferred
- Experience with the Applied Epic data management system preferred
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
Company Overview