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Personal Lines Technical Assistant

Remote:

Full Remote

Contract:

Full time

Experience:

Entry-level / graduate

Work from:

Florida (USA), United States

Offer summary

Qualifications:

4-40 or 2-20 State of Florida Insurance License preferred, Insurance industry experience preferred, Proficient with MS Office Suite, especially Excel, Outlook, Word, High School Diploma or equivalent required, Knowledge of AMS360 software is a plus.

Key responsabilities:

Support the team and provide service to customers
Establish positive relationships for account retention
Assist with client requests and analyze insurance exposures
Prepare renewal reviews and marketing data
Process endorsements and manage policy documents

Brown & Brown Insurance Insurance XLarge http://www.bbinsurance.com/

10001 Employees

See more Brown & Brown Insurance offers

Job description

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 of Florida's Ft. Lauderdale office is growing and seeking an exceptional individual with proven discipline, drive to advance, and commitment to join our team as Assistant in our Personal Lines Division!

Great internal career advancement opportunities!

The Assistant will be responsible for supporting the team and providing prompt, accurate, and courteous service to our customers, sales representatives, and insurance companies. This individual will also assist the team in completion of service functions, and provide quality service to our clients.

What You'll Do

Establish positive working relationships with customers for account retention.
Talk to customers and gather updated information for the annual marketing of their renewal.
Handle client requests for information, endorsements, cancellations, payments and other services as required.
Assist in analyzing insurance exposures while preparing renewal reviews and account summaries.
Assist with expiration reports and updating the agency management system.
Assist in recommending coverage’s or coverage changes based upon client needs.
Be proficient in carrier sites to process endorsements and quotes.
Develop a good working knowledge of company underwriting philosophies and appetites.
Review policies, endorsements and quotations prepared by our carriers for accuracy and completeness.
Assist in the compilation and preparation of marketing and underwriting data, including but not limited to: loss runs, Motor Vehicle Reports, etc.
Issuance of binders, certificates, automobile identification cards, invoices and similar items.
Obtain policy documents from carriers and attach to agency management system.

What You'll Need