Technical Assistant

Brown & Brown; Fort Lauderdale (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health Benefits

401k; Company match

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Fort Lauderdale, FL is seeking a Technical Assistant to support Commercial Account Managers and Producers. The role focuses on servicing clients, processing endorsements, and ensuring accurate policy data.

You will gather client information, help with policy renewals, and assist with data preparation for marketing and underwriting. A relevant license is preferred, with a foundation in insurance operations.

Qualifications

• High School Diploma is 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

Customer service

Relationship building

Attention to detail

Policy processing

Education

High School Diploma

Tools

Agency automation tools

Policy systems

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 Technical Assistant to join our growing team in Fort Lauderdale, FL!

The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards.

How You Will Contribute:

• 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.

Licenses & Certifications:

• 440 or 220 License (preferred) (must be obtained within a 60 days of employment)

Skills & Experience to be Successful:

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

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

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”.