Brown & Brown

insurance

AccountRepresentative

Milwaukee, Wisconsin, United States FULL TIME
The Brief

“Account Representative at Brown & Brown. Skills: customer service, insurance industry, Microsoft Office. Provide support for P&C service team. reviewing binders, policies and endorsements for accuracy”

Industry & Context.

insurance

What They're Looking For.

Must Have

WI P&C insurance license, 3+ years of similar experience in the insurance industry, attention to detail, organization skills, Self-motivated, highly responsive to meeting the needs of our internal and external clients, communication skills, computer skills, able to utilize Microsoft Office products

Nice to Have

preferably on the brokerage side, AMS360 experience

What You'll Do.

Provide support for P&C service team

policies and endorsements for accuracy

Responds directly and promptly to client inquiries

Ensure policies follow coverages as quoted

Collect client specification data

Promptly responds to requests for data and questions

Responsible for new client setup

responsible for ongoing client maintenance

Complete premium finance agreement requests

creates premium allocations

Requests and summarizes loss runs

provide client advocacy

Meets with clients and team as needed

Assists with new account development

Participates in the marketing process

How You'll Work.

Team & Collaboration

supporting our growing team; coordination of services between the client and the insurance company; meeting the needs of our internal and external clients; Meets with clients and team as needed

Communication Scope

communication skills

Free ATS check

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