Insurance Operations & Reporting Assistant

001 Brown & Brown, Inc; United States; Remote; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown is seeking a Technical Assistant to join the Northeast Support Team. Under supervision, you will handle correspondence with Brokers and Underwriters, provide clerical support to Operations and Underwriting teams, and assist with policy servicing inquiries.

You will learn the Agency Management System, run reports, answer product questions, and pursue ongoing professional development while maintaining confidentiality and delivering strong customer service.

Qualifications

• High School Diploma or GED required.
• Proficient with MS Office Suite.
• Basic accounting knowledge.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1–2 years’ experience in a similar position.
• Associate or bachelor’s degree in an insurance or accounting related discipline preferred.
• Some licensing or insurance related courses preferred.

Responsibilities

• Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
• Provide clerical and administrative support to Operations Team and Underwriting Teams.
• Assist with policy servicing inquiries to include accounting, underwriting, and operations.
• Learn and work within Agency Management System to save documents, emails, and correspondence.
• Become familiar with Agency Management System reporting functionality to include running and distributing scheduled and ad hoc reports.
• Answer questions about the organization’s products and services to assist in customer service functions.
• Pursue a course of personal and professional development.

Skills

Telephone demeanor

Confidentiality

Basic accounting knowledge

Experience in a similar position

Education

High School Diploma or GED

Associate or bachelor's degree in an insurance or accounting related discipline

Tools

MS Office Suite

Job description

Brown & Brown is seeking a Technical Assistant to join the Northeast Support Team. Under supervision, you will handle correspondence with Brokers and Underwriters, provide clerical support to Operations and Underwriting teams, and assist with policy servicing inquiries.

You will learn the Agency Management System, run reports, answer product questions, and pursue ongoing professional development while maintaining confidentiality and delivering strong customer service.