Personal Lines Technical Assistant

6 days left

Employer
Brown And Brown
Location
Fort Lauderdale, Florida
Salary
Not Specified
Posted
Feb 22, 2024
Closes
Apr 21, 2024
Ref
6827239#GIJtoGJS.1
Industry
Insurance
Category
Insurance
Workplace
In-Office

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.

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