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Assistant Account Manager

Brown & Brown Insurance
Full-time
On-site
Sunrise, Florida, United States
πŸ’Ό Account Management

πŸ“Œ Core Information

πŸ”Ή Job Title: Assistant Account Manager

πŸ”Ή Company: Brown & Brown Insurance

πŸ”Ή Location: Sunrise, Florida, United States

πŸ”Ή Job Type: On-site

πŸ”Ή Category: πŸ’Ό Account Management

πŸ”Ή Date Posted: Mon Mar 31 2025

πŸ”Ή Experience Level: 2-5 years

πŸ”Ή Remote Status: On-site

πŸ“Œ Essential Job Details

πŸš€ Job Overview

Key aspects of this role include:

  • Overseeing account setups and policy issuance processes
  • Preparing accounts for underwriting review
  • Rating transactions using specialized systems
  • Issuing policies and following up on document compliance

ASSUMPTION: Given the tasks listed, this position seems to play a crucial operational role, focusing on ensuring compliance and efficient processing within account management.

πŸ“‹ Key Responsibilities

βœ… Oversee account setup, rating, binding, and issuing policies

βœ… Prepare accounts for underwriting review

βœ… Process binders in AIM, NetRate, & internal systems

βœ… Invoice accounts in AIM and prepare reconciliation code sheets

βœ… Prepare quote letters and binder confirmations for agents

βœ… Follow up on binding documents and loss control compliance

ASSUMPTION: The responsibilities suggest a hands-on role requiring strong attention to detail and organizational skills to manage multiple systems and processes effectively.

🎯 Required Qualifications

Education: Not specified

Experience: 3-5 years in a similar position

Required Skills:

  • Exceptional telephone demeanor
  • Ability to maintain confidentiality
  • Experience with account management and underwriting review

Preferred Skills:

  • Knowledge of insurance policy binding processes
  • Familiarity with AIM and NetRate systems

ASSUMPTION: Preferred skills indicate an ideal candidate would have system-specific knowledge which may be acquired through direct experience at similar insurance firms.

πŸ’° Compensation & Benefits

Salary Range: Not specified. Based on industry standards for similar roles in insurance account management.

Benefits:

  • Health benefits including Medical/Rx, Dental, Vision
  • Financial benefits such as 401k and Tuition Reimbursement
  • Mental health and wellness support

Working Hours: 40 hours per week

ASSUMPTION: With no salary details provided, it’s assumed that compensation aligns with competitive rates in the insurance industry for candidates with required experience and skills.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Insurance Agencies and Brokerages

Company Size: 1,001-5,000 employees

Founded: 1939

Company Description:

  • Fifth largest independent insurance brokerage in the nation
  • Offers risk management solutions
  • Has diverse business segments including Retail and Services

Company Specialties:

  • Risk management solutions
  • Professional insurance products
  • Family and individual insurance services

Company Website: https://www.bbinsurance.com/careers/

ASSUMPTION: The company’s large size and long history suggest a stable work environment with professional growth opportunities.

πŸ“Š Role Analysis

Career Level: Mid-level professional

Reporting Structure: Likely reports to a Senior Account Manager or Department Head

Work Arrangement: On-site with potential for collaboration with remote teams

Growth Opportunities:

  • Advancement to Senior Account Manager roles
  • Opportunities in diverse projects within the company
  • Potential for leadership roles in specialized areas

ASSUMPTION: The role’s complexity offers a clear pathway for career progression within account management and the broader insurance industry.

🌍 Location & Work Environment

Office Type: Corporate environment with team-oriented spaces

Office Location(s): Sunrise, Florida

Geographic Context:

  • Located in a well-connected business district
  • Access to public transportation and amenities
  • Nearby residential areas provide convenient living options

Work Schedule: Standard weekday business hours, with some flexibility based on workload

ASSUMPTION: Office location and work environment indicate a professional corporate setting with opportunities for networking and collaboration.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Initial application screening through HR
  • On-site or virtual interviews with department heads
  • Technical assessments relevant to the role

Key Assessment Areas:

  • Technical proficiency in account management systems
  • Communication and client interaction skills
  • Ability to manage detailed processes accurately

Application Tips:

  • Highlight relevant technical system expertise
  • Demonstrate track record of managing large account volumes
  • Emphasize customer service and confidentiality skills

ATS Keywords: Account Management, Policy Issuance, AIM, NetRate, Insurance

ASSUMPTION: The recruitment process likely involves a mix of technical evaluations and interactions with key team members to assess both hard and soft skills.

πŸ› οΈ Tools & Technologies

  • AIM software
  • NetRate system
  • Internal policy management systems

ASSUMPTION: Familiarity with industry-specific software tools will greatly enhance a candidate’s ability to perform effectively.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Integrity
  • Innovation
  • Discipline

Work Style:

  • Collaborative team environment
  • Focus on customer satisfaction and service excellence
  • Merit-based performance rewards

Self-Assessment Questions:

  • How do you handle tight deadlines in a high-pressure environment?
  • What strategies do you use to maintain confidentiality?
  • Describe your experience with policy issuance software.

ASSUMPTION: The company values an inclusive and performance-driven culture, where ambitious self-starters can thrive.

⚠️ Potential Challenges

  • Managing a high volume of accounts with accuracy
  • Balancing multiple responsibilities efficiently
  • Keeping up with changing industry regulations
  • Ensuring compliance across various systems

ASSUMPTION: Challenges are likely to center on operational demands and maintaining compliance standards amidst evolving industry practices.

πŸ“ˆ Similar Roles Comparison

  • Similar positions in other firms may require less complex software proficiency
  • Account management roles could vary greatly in client interaction emphasis
  • Comparative roles may offer different work-life balance dynamics

ASSUMPTION: Different firms within the insurance sector may not provide the same extent of technical involvement or benefits package.

πŸ“ Sample Projects

  • Developing new account management strategies
  • Implementing system updates for policy issuance
  • Leading initiatives for client relationship improvement

ASSUMPTION: Projects are inferred from the role’s description and likely revolve around process optimization and client management innovation.

❓ Key Questions to Ask During Interview

  • What is the typical career progression for this role?
  • How does the company support continued learning and development?
  • What systems are currently used, and are there training opportunities for them?
  • How does this role contribute to overall company goals?
  • What challenges might the team face in the upcoming year?

ASSUMPTION: Questions are tailored to gauge long-term fit and professional development opportunities within the company.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Prepare a detailed resume highlighting relevant experience
  • Ensure familiarity with the company’s core values and mission
  • Be ready for potential technical assessments
  • Follow up on your application if there’s no feedback within two weeks

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.