Technical Assistant

001 Brown & Brown, Inc; Metairie (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

001 Brown & Brown, Inc in Metairie is seeking a detail-oriented professional to handle insurance binders and policies. You will be responsible for issuing policies, processing endorsements, and maintaining accurate documentation. Strong communication skills and an active insurance license are essential for this role.

An ideal candidate will have a high school diploma and one year of related experience, along with proficiency in MS Office. Join a collaborative team dedicated to providing exceptional service.

Qualifications

• Active state insurance license is required.
• One year of related experience or training preferred.

Responsibilities

• Process insurance binders and issue policies accurately.
• Maintain and stamp policy endorsements within deadlines.
• Request and generate loss runs from carriers.
• Examine documents for accuracy and compliance.
• Follow up on overdue payments with producers.
• Assist producers with basic inquiries and refer complex issues.

Skills

Communication skills

Detail-oriented

Organized

MS Office proficiency

Confidentiality

Education

High School Diploma or equivalent

Job description

How You Will Contribute

You believe in working as a team and thrive in fun, collaborative environments. You have a client‑focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills, are detail oriented and organized, enjoy learning new skills, systems, processes, and procedures, are a great listener, not afraid to ask questions, and believe that learning is vital to success.

Responsibilities

• Processing insurance binders and/or issuing policies, stamping policies, and sending copies to producer and carrier as applicable.
• Processing and stamping policy endorsements within required time frames, sending endorsements to producer and carrier.
• Requesting loss runs from carrier or generating them from the carrier website as applicable and creating renewal files.
• Examining documents such as application forms, inspection reports, insurance maps, and loss runs for accuracy, consistency with coverages quoted/bound, and forwarding documents to carrier as applicable.
• Following up with producers for signed inspection recommendation compliance letters that are past due.
• Working with brokers to ensure all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and state tax forms are obtained and filed in accordance with appropriate state laws.
• Following up with producers on payments that are past due.
• Reviewing indications, quotes, binders, submissions and policies for completeness and accuracy.
• Becoming familiar with all agency management software systems, carrier platforms, and suggesting labor‑saving uses to the Operations Leader.
• Ordering inspections, identifying types of policies and common information needed for inspections.
• Providing telephone assistance, answering basic questions from producers and referring more complex questions to an Underwriter.

Licenses and Certifications

An active state insurance license.

Qualifications

• High School Diploma or equivalent.
• One-year related experience and/or training; or equivalent combination of education and experience.
• Proficient with MS Office.
• Exceptional telephone demeanor.
• Exceptional and professional written communication skills.
• Ability to maintain a high level of confidentiality.

Equal Opportunity Employer Statement

Bridge Specialty Group is an Equal Opportunity Employer committed to fostering an inclusive environment and ensuring a workplace that values diversity, inclusion, and belonging.