Account Manager Trainee

Brown & Brown is a leading insurance broker in the U.S., and they are seeking an Account Manager Trainee to provide technical and administrative support to their producers. The role involves managing client policies, supporting underwriting processes, and engaging in renewal marketing activities.

Responsibilities

• Develop the knowledge and skills to provide technical and advanced administrative support to our producers
• Provide consultation and technical support as the first point of contact for customers
• Compile data, perform routine and non-routine tasks, and processes renewals and endorsements to support the underwriting process
• Review in-force policies for current clients making sure forms, endorsements, policy changes, billing and other data are accurate in our agency management system (Applied/EPIC)
• Personally manage higher level changes
• Handle billing related issues and work directly with Accounting to address past due balances
• Renew and remarket an existing book of business
• Update policy information, gather loss reports, process renewal information received from our clients, and complete applications/submissions
• Work with insurance company underwriters to receive timely and accurate quotes
• Prepare renewal presentations and proposals, and binding/reissuing policies

Skills

• Bachelor's degree and zero to two years related experience in the insurance industry and/or an equivalent combination of education and experience
• High level of organizational ability and attention to detail
• Able to manage multiple priorities and complete tasks and assignments in required timeframes
• Excellent customer service skills
• Excellent written and oral communication skills
• State Property and Casualty license is required within the first 90 days of employment

Benefits

• Comprehensive employee benefits package including medical, dental, vision, group term life insurance, short-term/long-term disability, and a flex spending account.
• A 401(k) retirement plan + an Employee Stock Purchase Plan that allows our employees to purchase Brown & Brown stock at a discounted rate.
• Flexible Work Schedule – It is important that our team members have the flexibility to achieve work-life balance by establishing their own schedules around our core office hours and utilizing our unique time off benefits.
• 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.

Company Overview