Policy Services Specialist

001 Brown & Brown, Inc; Fort Wayne (IN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

401k

Employee discounts

Paid Time Off

Tuition Reimbursement

Job summary

Brown & Brown, Inc. in Fort Wayne, IN seeks a Policy Services Specialist to support underwriting with endorsements, ratings, and invoicing. You will maintain system documentation and ensure timely issuance of policies and endorsements in line with authority agreements.

Ideal candidates have 2+ years in insurance customer service, knowledge of ISO forms, and proficiency with Outlook, Excel, and Word. Strong attention to detail, communication, and teamwork are essential to succeed.

Qualifications

• Two or more years of experience in insurance-related customer service position.
• General knowledge of ISO policy forms including manuscript coverage forms.
• Computer technologies: proficiency with Microsoft Outlook, Excel and Word and ability to adapt quickly to proprietary internal software programs.
• Strong attention to detail; accuracy is critical.
• Ability to work under pressure to meet deadlines.
• Keen problem-solving skills.
• Solid oral and communication skills.
• Ability to work individually under minimal supervision, but with a sense of team-spirit.
• Professional with ambition, solid work ethic and ability to effectively work with and alongside people at all levels.

Responsibilities

• Issuance of underwriting authority policies and endorsements.
• Maintain system and documentation to support the issue process.
• All policies and endorsements must be issued as bound and within the timeframe defined within American Specialty’s underwriting authority agreement.
• Process and service premium bearing and non-premium bearing endorsements, including rating, completion of sign-off, requesting invoices for any premium-bearing endorsements, and interaction with the Finance and Compliance Departments.
• Participate in underwriting training sessions to establish and develop an understanding of the underwriting process.
• Assist Underwriters with items such as: file review, enterprise coding, rating for all lines, update underwriting narrative, statement of values and ordering of loss control reports.

Skills

Insurance customer service

ISO policy forms knowledge

Attention to detail

Under pressure

Problem solving

Communication skills

Teamwork

Ambition & work ethic

Tools

Microsoft Outlook

Excel

Word

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 Policy Services Specialist to join our growing team in Fort Wayne, IN! Working in support of Underwriting team, the Policy Services Specialist responsibilities include preparation of endorsements including processing, rating, invoicing and obtaining approvals. Understanding policy structure and forms. Various account servicing tasks on a day-to-day basis.

How You Will Contribute:

• Issuance of underwriting authority policies and endorsements.
• Maintain system and documentation to support the issue process.
• All policies and endorsements must be issued as bound and within the timeframe defined within American Specialty’s underwriting authority agreement.
• Process and service premium bearing and non-premium bearing endorsements, including rating, completion of sign-off, requesting invoices for any premium-bearing endorsements, and interaction with the Finance and Compliance Departments.
• Participate in underwriting training sessions to establish and develop an understanding of the underwriting process.
• Assist Underwriters with items such as: file review, enterprise coding, rating for all lines, update underwriting narrative, statement of values and ordering of loss control reports.

Skills & Experience to be Successful:

• Two or more years of experience in insurance-related customer service position.
• General knowledge of ISO policy forms including manuscript coverage forms.
• Computer technologies: proficiency with Microsoft Outlook, Excel and Word and ability to adapt quickly to proprietary internal software programs.
• Strong attention to detail; accuracy is critical.
• Ability to work under pressure to meet deadlines.
• Keen problem-solving skills.
• Solid oral and communication skills.
• Ability to work individually under minimal supervision, but with a sense of team-spirit.
• Professional with ambition, solid work ethic and ability to effectively work with and alongside people at all levels.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

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.