Technical Assistant

Bridge Specialty Group•Boca Raton, FL

8d•Onsite

About The Position

Brown & Brown is seeking a Technical Assistant to join their growing team in Boca Raton, FL. This role is based on the East Coast but requires availability during 11:30 AM–8:00 PM PST (2:30-11 am EST) to align with business operations. The Technical Assistant will work closely with the Team Leader and Producers to service new and existing accounts to achieve Agency sales goals and service standards.

Requirements

Office Experience
Completion and or evidence of skills as outlined by Commercial Management
High School Degree
Proficiency with DocuSign

Nice To Haves

Experience with Applied Epic

Responsibilities

Develop a full working knowledge of procedures.
Handle client requests for information, endorsements, cancellations and other services as required.
Full responsibility for all LRP service accounts.
Be proficient in available carrier rating systems where provided for Agency use.
Develop a good working knowledge of company underwriting philosophies and appetites.
Review policies, endorsements, audits and quotations prepared by our carriers for accuracy and completeness.
Assist in the compilation and preparation of data.
Keep Team Leader informed of any service problems.
Utilize agency automation with a high level of knowledge and proficiency.
Follow procedures as established by management.
Pursue a program of personal and professional development.
Other duties as assigned.