Personal Lines Tech Assistant

Brown & Brown Insurance

12d•$24 - $26

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 Personal Lines Client Assistant to join our growing team. Provide administrative support and value-add services to Personal Lines Account Manager, Team Leaders and Producers.

Requirements

High school diploma or equivalent
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Willingness to obtain Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Responsibilities

Enter endorsement items into the Agency Management System.
Verify for accuracy and bill all endorsements received from carriers.
Follow up on overdue items.
Process all requests for vehicle changes; issue ID cards accordingly; issue binders for leased vehicle requests; issue forms and follow up.
Data entry of all applicable underwriting information, correspondence or all other client/carrier pertinent information into the profit center management system as required.
Assist other support staff and producers with any service related matters.
Keep Personal Lines Leader apprised of any service issues or problems.
Verify new policies for accuracy according to the policy checklist, bill policy accordingly, and mail the policy to the insured.
Transpose all pertinent data from new and renewal policies into the agency management system and verify accuracy of info.
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 for valid licensing.
Attend meetings as required by the Profit Center Leader or Personal Lines Leader.
Pursues a course of personal, professional development.