Insurance Ops Assistant: Reports & Client Service Growth

Brown & Brown, Inc.; Charlotte (NC); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness Services

Paid Time Off

Job summary

Brown & Brown, Inc. is seeking a Technical Assistant to join our Northeast Support Team in Charlotte, NC. Under supervision, you will support operations, underwriting, and policy servicing, coordinating with brokers and assistants.

This role emphasizes clerical duties, MS Office proficiency, confidentiality, and a desire for professional development. 1–2 years in a similar position is preferred, with potential licensing coursework encouraged.

Qualifications

• High School diploma or GED required.
• Basic accounting knowledge required.
• Proficient with MS Office.
• Excellent phone demeanor and confidentiality.
• 1-2 years in a similar role; insurance knowledge preferred.

Responsibilities

• Correspond with Brokers, Underwriters, and Assistants via Teams/email to resolve issues.
• Provide clerical and administrative support to Operations and Underwriting teams.
• Assist with policy servicing inquiries including accounting, underwriting, and operations.
• Learn Agency Management System to save documents and correspondence.
• Run and distribute scheduled and ad hoc Agency Management System reports.
• Answer questions about products and services to support customer service.

Skills

MS Office Suite

Basic accounting

Telephone demeanor

Confidentiality

Team collaboration

Education

High School Diploma or GED

Associate or bachelor’s in insurance or accounting (preferred)

Job description

Brown & Brown, Inc. is seeking a Technical Assistant to join our Northeast Support Team in Charlotte, NC. Under supervision, you will support operations, underwriting, and policy servicing, coordinating with brokers and assistants.

This role emphasizes clerical duties, MS Office proficiency, confidentiality, and a desire for professional development. 1–2 years in a similar position is preferred, with potential licensing coursework encouraged.