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
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Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required.
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Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested.
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Issue Change Requests and Auto ID Cards using carrier website when applicable
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Bill and process endorsements within 5 days of receipt from Account Manager. Bill and process basic audits within the same timeframe.
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Maintain account files, over-seeing that documents are attached in Imageright
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Review tasks on a regularly scheduled basis, re-scheduling or handling items as appropriate.
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Maintain knowledge of carrier underwriting criteria
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Check carrier issued policies for accuracy. Inform Account Manager of differences between final proposal, issued policy and AMS360 data.
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Prepare policy binder for client delivery or mailing.
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Utilize agency automation with a high level of knowledge and proficiency.
Licenses and Certifications:
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Property & Casualty Agent’s or Broker’s License, required
Skills & Experience to Be Successful
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High school diploma required.
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College Degree in a business-related field. (preferred)
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2+ years general agency/company experience. (preferred)
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Strong technical knowledge of commercial lines insurance coverage. (preferred)
#LI_DA1
Pay Range
21.63 - 26.44 Hourly
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”.
Top Skills
What We Do
Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.
Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.
Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.
Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.
With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.
