Technical Assistant

001 Brown & Brown, Inc; Williamsburg Estates (TN); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health Benefits (Medical/Rx, Dental, V

Vision Insurance

Life Insurance

Disability Insurance

401k

Employee Stock Purchase Plan

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Holidays

Job summary

Brown & Brown, Inc. in Nashville, TN is seeking a Technical Assistant to support account managers with day-to-day servicing of insurance accounts while learning the industry. The role involves processing certificates, endorsements, audits, policy delivery books, and client proposals using AMS360 and Word.

The position requires a strong MS Office skillset, confidentiality, and a professional telephone demeanor, with a license to obtain within 90 days if not already held.

Qualifications

• Bachelor’s degree in business or finance preferred.
• 1–3 years’ experience in a similar position preferred.
• AMS360 and ImageRight software experience preferred.
• TN Property & Casualty license or ability to obtain within 90 days.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor and confidentiality.

Responsibilities

• Issue certificates of insurance
• Check endorsements for accuracy, invoice and deliver to client
• Check audits for accuracy, invoice, and delivery to client
• Prepare policy delivery books for clients
• Prepare proposals of Insurance using the agency management system and Microsoft Word
• Order loss runs from various carriers or obtain them from the carrier website
• Perform routine administrative tasks
• Pursues a course of personal, professional development
• Other duties or special projects may be assigned

Skills

MS Office Suite

Telephone etiquette

Confidentiality

Education

Bachelor’s degree in business or finance (preferred)

High School Diploma

TN Property & Casualty license (or ability to obtain within 90 days)

Tools

AMS360

ImageRight

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 Nashville, TN! The Technical Assistant is responsible for assisting the account managers with the day to day servicing of accounts while learning about the Insurance industry.

How You Will Contribute

• Issue certificates of insurance
• Check endorsements for accuracy, invoice and deliver to client
• Check audits for accuracy, invoice, and delivery to client
• Prepare policy delivery books for clients
• Prepare proposals of Insurance using the agency management system and Microsoft Word
• Order loss runs from various carriers or obtain them from the carrier website
• Perform routine administrative tasks
• Pursues a course of personal, professional development
• Other duties or special projects may be assigned

Licenses and Certifications

• TN Property & Casualty Insurance License (or ability to obtain within 90 days of employment)

Skills & Experience to be Successful

• Bachelor’s degree in a business or financial related discipline (preferred)
• 1 - 3 years’ experience in a similar position (preferred)
• AMS360 and ImageRight software experience (preferred)
• High School Diploma
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Benefits & Total Well-Being

• 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 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”. 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. 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.