Insurance Assistant

001 Brown & Brown, Inc; Boca Raton (FL); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Partner discounts

Job summary

Brown & Brown in Boca Raton, FL is seeking a Technical Assistant to support its growing team and service new and existing accounts. You will work closely with the Team Leader and Producers to help achieve agency sales goals and service standards.

Primary duties include processing client requests, upholding service levels, and maintaining accurate policy information, while leveraging agency systems and underwriting philosophies. A strong office background and a high school diploma are required.

Qualifications

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

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

Commercial Management Skills

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

• 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.

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". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world's largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater "WE"-never "me". While diverse 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.