Service Team Technical Assistant

Brown & Brown InsuranceCharlotte, NC
1d

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. Bridge Specialty Group is seeking a Service Team Technical Assistant to join our growing team in Charlotte, NC! Under guidance of a supervisor or manager, the Underwriting Assistant’s primary responsibilities service support for both the commercial and personals departments.

Requirements

  • Must acquire state property and casualty agent licenses within 90 days of hire date
  • Minimum education required: High School diploma
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality

Responsibilities

  • Provides administrative support to all departments.
  • Maintains spreadsheets for items such as employee directory, carrier commission changes, and employee license compliance.
  • Directs incoming calls or voicemails to appropriate party.
  • Receives all mail and packages.
  • Scans and distributes all incoming mail.
  • Reviews and forwards all incoming checks to lockbox or return to sender.
  • Reviews and creates tasks for items received in general email boxes.
  • Processes policies, endorsements, audits, notices and other tasks for all Underwriting/Sales Teams.
  • Receives and processes all urgent or missing policy and endorsement requests.
  • Provides reports for policy renewals, invoice checklists and others as needed.
  • Assists Underwriting/Sales teams with issuing non-renewals/conditional renewals as warranted by carrier guidelines.
  • Assists with internal self audits to ensure compliance with states, carriers and Brown & Brown.
  • Performs additional duties as assigned by Profit Center and Service Team Leaders.

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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