Commercial Lines Technical Assistant
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 West Palm Beach, FL! The Commercial Lines Technical Assistant is responsible for supporting the team’s accounts to provide prompt, accurate and courteous service to customers, sales representatives, and insurance companies regarding the team’s accounts. Assist the team in the completion of service functions. How You Will Contribute: Receive, review and process incoming mail daily, reassign to Account Manager if their attention is required Process various transactions within customer files as provided by team members. Perform various rating calculations and quotations as requested. Prepare certificates, evidence of property insurance, and schedules of insurance as requested. Follow up on customer file suspense according to agency guidelines. Assemble and distribute various transactions as requested. Participate in the on-going account development program established by the agency. Assist in training other employees as requested by Team Director or Team Coordinator. Understand the role of automation in our agency and maximize utilization of its' capability for customer service, additional coverage sales, marketing and underwriting activities. Maintain licensing and/or educational requirements as well as continue their Professional Development. Perform the job function of Customer Service Representative when accounts are not being serviced due to illness Perform Other Duties as Assigned
Requirements
- High School or equivalent required.
- Two years’ experience in Commercial Lines Insurance
- Proficient in Excel and Word (Required).
- Ability to manage deadlines, multi-task and manage interruptions
- Ability to type a minimum of 50 words per minute
- State of Florida 2-20 or 4-40 Insurance License
Nice To Haves
- Bachelor’s Degree preferred.
- Knowledge of AMS – Applied Systems preferred, but not required
Responsibilities
- Receive, review and process incoming mail daily, reassign to Account Manager if their attention is required
- Process various transactions within customer files as provided by team members.
- Perform various rating calculations and quotations as requested.
- Prepare certificates, evidence of property insurance, and schedules of insurance as requested.
- Follow up on customer file suspense according to agency guidelines.
- Assemble and distribute various transactions as requested.
- Participate in the on-going account development program established by the agency.
- Assist in training other employees as requested by Team Director or Team Coordinator.
- Understand the role of automation in our agency and maximize utilization of its' capability for customer service, additional coverage sales, marketing and underwriting activities.
- Maintain licensing and/or educational requirements as well as continue their Professional Development.
- Perform the job function of Customer Service Representative when accounts are not being serviced due to illness
- Perform Other Duties as Assigned
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
