Insurance Services Specialist

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

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.