Insurance Tech Assistant — Client Service & Commercial

Brown & Brown; Fort Lauderdale (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Fort Lauderdale, FL is seeking a Technical Assistant to support our Commercial Account Team and service new and existing accounts with a focus on policy administration and client satisfaction.

Responsibilities include handling endorsements, cancellations, certificates, and advising on coverage changes, while collaborating with account managers to ensure accurate, timely delivery of documents and carrier communications.

Qualifications

• High School Diploma required.
• At least two years of insurance experience preferred.
• Completion and evidence of skills as outlined by Commercial Management.

Responsibilities

• Build and maintain strong customer relationships to support account retention and client satisfaction.
• Collect updated client information annually to assist with policy renewals and marketing efforts.
• Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes.
• Assist in analyzing client exposures and recommending appropriate coverage adjustments.
• Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers.
• Prepare and compile marketing and underwriting data such as loss runs and MVRs.
• Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools.
• Issue key documents including binders, certificates of insurance, ID cards, and invoices.
• Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions.
• Maintain attendance, follow agency procedures, and engage in ongoing professional development.

Skills

Insurance knowledge

Customer service

Policy administration

Attention to detail

Education

High School Diploma

Tools

Agency systems

Job description

Brown & Brown in Fort Lauderdale, FL is seeking a Technical Assistant to support our Commercial Account Team and service new and existing accounts with a focus on policy administration and client satisfaction.

Responsibilities include handling endorsements, cancellations, certificates, and advising on coverage changes, while collaborating with account managers to ensure accurate, timely delivery of documents and carrier communications.