Insurance Assistant

Brown & Brown Insurance • Bethlehem, PA

2d

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 an Insurance Assistant to join our growing team in Bethlehem, PA! The Insurance Assistant will provide technical support to the service team and other members of the department to drive the delivery of exceptional customer service. How You Will Contribute: Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards. Build courteous and successful relationships with teams, vendors and carriers to improve client retention. Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations. Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packers and binders. Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed. Follow agency guidelines, policies and procedures. Promote teamwork, support, knowledge sharing and a positive attitude in the department and office. Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required

Requirements

• Willingness to obtain Property and Casualty Insurance Producer license.
• Working knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• 1+ year work experience.

Nice To Haves

• College Degree in a business-related field. (preferred)

Responsibilities

• Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards.
• Build courteous and successful relationships with teams, vendors and carriers to improve client retention.
• Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations.
• Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packers and binders.
• Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required

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: No Education Listed
• Number of Employees: 5,001-10,000 employees