Technical Assistant

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Technical Assistant

To join our growing team! Under the general supervision of the Business Operations Leader, the Technical Assistant is responsible for processing the workflow of the Northeast Support Team.

How You Will Contribute:

• 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 & Experience to be Successful:

• Minimum education requires a High School Diploma or GED.
• 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.
• Preferred: Associate or bachelor’s degree in an insurance or accounting related discipline.
• Preferred: Some licensing or insurance related courses.

Pay Range$22.00 - $22.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

The Power To Be YourselfAs 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”.