Commercial Lines Client Assistant

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 Commercial Lines Client Assistant to join our growing team in Rochester, NY

The Commercial Lines Account Service Representative is responsible for providing comprehensive administrative and customer service support for commercial insurance clients. This role involves working closely with account managers, underwriters, and clients to ensure the smooth handling of policy renewals, endorsements, billing inquiries, and claims.

How You Will Contribute

• Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required.

• Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested.

• Issue Change Requests and Auto ID Cards using carrier website when applicable

• Bill and process endorsements within 5 days of receipt from Account Manager. Bill and process basic audits within the same timeframe.

• Maintain account files, over-seeing that documents are attached in Imageright

• Review tasks on a regularly scheduled basis, re-scheduling or handling items as appropriate.

• Maintain knowledge of carrier underwriting criteria

• Check carrier issued policies for accuracy. Inform Account Manager of differences between final proposal, issued policy and AMS360 data.

• Prepare policy binder for client delivery or mailing.

• Utilize agency automation with a high level of knowledge and proficiency.

Licenses and Certifications:

• Property & Casualty Agent's or Broker's License, required

Skills & Experience to Be Successful

• High school diploma required.

• College Degree in a business-related field. (preferred)

• 1+ years general agency/company experience. (preferred)

• Strong technical knowledge of commercial lines insurance coverage. (preferred)

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Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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".