Commercial Lines Account Service Manager Assistant

Brown And Brown
Naples, Florida
Not Specified
Mar 04, 2024
May 01, 2024

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 Insurance is seeking a Commercial Lines Account Service Manager Assistant to join their team in Naples, Florida.

Primary Objectives & Summary: The Commercial Account Manager Assistant is responsible for maintaining policy service workflow and aiding the Commercial Lines Account Manager.

Qualifications: To perform this job satisfactorily, an individual must be able to perform each of the essential duties satisfactorily. Good written, verbal, and computer skills are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Essential Duties & Responsibilities:

  • Issue Certificates of Insurance & Evidence of Property Forms
  • Request Loss Runs from carriers or online.
  • Process and check Policies timely for all renewals as needed, including mailing/sending to insured. (Assist in following up with policy discrepancies received from a service provider such as Patra.)
  • Pre-Renewal Checklists to assist Account Service Managers/Select Agent with renewal marketing process, including preparing applications and proposals.
  • Responsible for follow-up on Direct Bill renewals prior to month-end
  • Request endorsements
  • Issue carrier on-line endorsements
  • Process all endorsements received, verifying accuracy and sending to insureds
  • Follow-up on Endorsement Requests as directed by Account Service Manager
  • Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.)
  • Process Agency and Direct Bill Audits
  • Process Cancellations and Reinstatements
  • Prepare Insurance Summaries
  • 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 AMS for return premium endorsement, audit, 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.
  • Perform all other assignments as required.


  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and can read and interpret written information.
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.


  • High School diploma required
  • Minimum two years job experience
  • 4-40 Agent's License required (or must be obtained within 90 days)
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality


  • Some college degrees
  • Insurance designations
  • Bi-lingual / Spanish

Physical Requirements

  • Manual dexterity, arm and upper body range of motion enough for use of a keyboard, mouse, on a constant basis 7-8 hours per day
  • Vision enough for constant use of computer
  • Ability to sit at a desk 7-8 hours per day
  • Hearing enough for in-person and telephone communication
Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is usually moderate. Travel is minimal with most contact with clients by phone and correspondence.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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