Insurance Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

As a Technical Assistant, you will play a vital role in supporting our team by managing technical tasks related to policy administration, client management, and data analysis. You will assist in processing insurance applications, maintaining accurate records, and ensuring compliance with regulatory standards. Your responsibilities will include collaborating with underwriters and agents to facilitate the smooth flow of information, troubleshooting technical issues, and preparing reports that inform decision-making.

How You Will Contribute

Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies / endorsements, invoicing, issuance of certificates of insurance, and auto ID cards.

Build courteous and successful relationships with team, vendors and carriers to improve client retention.

Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations.

Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packers and binders.

Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed.

Follow agency guidelines, policies and procedures.

Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.

Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

All other duties as assigned.

Skills & Experience to Be Successful

Required :

Working knowledge of insurance coverages, contracts, and state regulations where business is conducted.

Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.

Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

1+ year work experience.

Preferred :

College Degree in a business-related field.

Willingness to obtain Property and Casualty Insurance Producer license.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including :

• Medical / Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is 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”.