Insurance Client Assistant

Bridge Specialty Group•Garden City, NY

7d•Onsite

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 Client Assistant to join our growing team in Garden City, NY! The Insurance Assistant supports the service team in delivering exceptional client service by providing technical and administrative assistance across daily operations. This role handles policy processing, billing, certificates, and compliance tasks while assisting with renewals and documentation. The Technical Assistant builds strong relationships with teammates, carriers, and vendors to enhance client retention, ensures accuracy and adherence to agency guidelines, and contributes to a collaborative, positive team environment.

Requirements

Obtain Property and Casualty Insurance Producer license (within 1 year)
Working knowledge of insurance coverage , 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 use of office equipment (including but not limited to copy machines, printers, faxes, binding machines , etc.)
1+ year work experience

Nice To Haves

College Degree in a business-related field

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 team, 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 of 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 for valid licensing.