Commercial Lines Technical Assistant

Bridge Specialty Group • Austin, TX

5d

About The Position

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 Commercial Lines Technical Assistant to join our growing team in Austin, TX! 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.

Requirements

• High School Diploma
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• TX Property & Casualty Insurance License (or ability to obtain within 90 days of employment)

Nice To Haves

• Bachelor’s degree in a business or financial related discipline (Preferred)
• 1 – 3 years’ experience in a similar position (Preferred)
• Notary (Preferred)
• AMS360 and ImageRight software experience (Preferred)

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED