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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 logo
Brown & Brown Insurance Insurance XLarge http://www.bbinsurance.com/
10001 Employees
About Brown & Brown Insurance
Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.
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

  • 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!

What We Offer

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Paid Time Off (PTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Insurance Sales

Other Skills

  • Microsoft Outlook
  • Verbal Communication Skills
  • Microsoft Excel
  • Analytical Skills
  • Time Management
  • Customer Service
  • Microsoft Office
  • Relationship Building
Are you interested?

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