P&C Client Technical Assistant

Brown & Brown Insurance

1d•$22 - $23

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 P&C Client Technical Assistant to join our growing team! The P&C Client Technical Assistant provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Provides clerical support to the team, working in conjunction with Account Managers, Account Executives and Producers to provide exceptional customer service.

Requirements

High school diploma
Proficient with MS Office Suite.
Microsoft Excel – Strong to expert level skills
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Detail oriented with excellent organizational skills
Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements.
Willingness to obtain Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Nice To Haves

Bachelor’s Degree (preferred)
1+ years experience in a similar position and knowledge of P&C insurance (preferred)
1+ years experience in a similar position and knowledge of employee benefits

Responsibilities

Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
Ensures policies follow coverages as quoted, proposed and bound.
Collects client specification data.
Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc.
Completes premium finance agreement requests and creates premium allocations as needed.
Requests and summarizes loss runs, may process claims and provide client advocacy.
Attends Continuing Education classes.
Monitor & review daily electronic downloads as applicable.
For policies not downloaded, pull policy documents from carrier website for new business, cancellations, non-pay & reinstatement notices.
Policy checking for new business, re-writes & endorsements.
Process cancellations, non-pay notices & reinstatements as applicable.
Task follow-up to include, checking endorsements, non-pay notices, & cancellations.
Letters for new business, cancellations & lost accounts as applicable.
Enter policy info into system for policies that do not download.
Keep current with email & tasks.
Follow Agency guidelines, policies and procedures.
Pursues a course of personal, professional development.