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Associate Account Manager – Commercial Lines

Associate Account Manager – Commercial Lines

Associate Account Manager – Commercial Lines

Brown & Brown Insurance
Houston, TX 77038

Job details

Job Type

Brown & Brown is a unique, decentralized, publicly traded organization which has grown to be the sixth largest insurance intermediary in the country. With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.

There are no employees at Brown & Brown – only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.

We are currently seeking a Commercial Lines Associate Account Manager to remotely support our team in Austin, TX. This individual will work from either a home office or from our location in Houston. The Associate Account Manager will provide support to Account Managers, Account Executives, and Sales Producers to obtain, maintain, expand, and service accounts. This is a fast paced position requiring great attention to detail and excellent customer service skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but not limited to, the following. Other duties may be assigned.

  • Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the client
  • Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier
  • Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion
  • Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available
  • Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound
  • Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager
  • Update direct bill screens (Account Manager to invoice all renewal policies)
  • Check policies; transmit to client; update Applied
  • Maintain current Activity log; follows up on open activities
  • Prepare Accord Change Request; transmit changes to insurance carrier(s); updates Applied
  • Process endorsements; review, invoice, transmit
  • Process final audits; review, invoice, transmit
  • Process incoming mail as requested by Account Manager
  • Issue Binders
  • Issue Auto ID Cards
  • Issue standard Certificates of Insurance (back-up to Administrative Assistant)
  • Order loss runs (back-up to Administrative Assistant)
  • Handle items reflected on bi-weekly Exception Reports
  • Obtain Premium Finance Agreement quotes and prepare document for signature
  • Keep abreast of industry changes and trends
Required Skills


  • Previous experience in insurance industry
  • Current Property & Casualty License


  • High school diploma/GED
  • Two years prior experience in similar support role

Salary Range



Raegan Osborn,

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• Mobile: NA

• Location: NA

• Post ID: 21208658

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