Insurance Assistant

Brown & Brown; Boca Raton (FL); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Boca Raton, FL is seeking a Technical Assistant to join our growing team. The role supports Team Leader and Producers to service new and existing accounts, helping achieve agency sales goals and service standards.

Key responsibilities include developing procedures knowledge, handling client requests, reviewing policy documents for accuracy, and utilizing agency automation with proficiency. A strong emphasis on professional development and customer service is evident in the role.

Qualifications

• Office experience required.
• Completion and/or evidence of skills as outlined by Commercial Management.
• High School Degree required.

Responsibilities

• Develop full working knowledge of procedures.
• Handle client requests for information, endorsements, cancellations and other services as required.
• Full responsibility for all Service Center Accounts.
• Be proficient in available carrier rating systems where provided for Agency use.
• Develop a good working knowledge of company underwriting philosophies and appetites.
• Review policies, endorsements, audits, and quotations prepared by our carriers for accuracy and completeness.
• Assist in the compilation and preparation of data.
• Keep Team Leader informed of any service problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures established by management.
• Pursue a program of personal and professional development.

Skills

Office experience

Education

High School Degree

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 is seeking a Technical Assistant to join our growing team in Boca Raton, FL!

The Technical Assistant works closely with Team Leader and Producers to service new and existing accounts to achieve Agency sales goals and service standards.

How You Will Contribute:

• Develop full working knowledge of procedures.
• Handle client requests for information, endorsements, cancellations and other services as required.
• Full responsibility for all Service Center Accounts.
• Be proficient in available carrier rating systems where provided for Agency use.
• Develop a good working knowledge of company underwriting philosophies and appetites.
• Review policies, endorsements, audits, and quotations prepared by our carriers for accuracy and completeness.
• Assist in the compilation and preparation of data.
• Keep Team Leader informed of any service problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures established by management.
• Pursue a program of personal and professional development.

Skills & Experience to be Successful:

• Office Experience.
• Completion and or evidence of skills as outlined by Commercial Management.
• High School Degree.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.