Technical Assistant

Brown & Brown Insurance•Horsham, PA

20h•Onsite

About The Position

Bridge Specialty Group is seeking a Technical Assistant to join their growing team in Horsham, PA. The role involves reviewing insurance applications to evaluate, classify, and rate individuals and groups for insurance, as well as accepting or rejecting new and renewal applications for Property and Casualty types of coverage. The Technical Assistant will also service and maintain accounts before, during, and after binding. The company, Brown & Brown (NYSE: BRO), founded in 1939, has grown into one of the world’s largest insurance brokerages, built on a foundation of trust, resilience, and delivering results. They foster an inclusive environment and value teamwork, trust, and courage, seeking individuals who are competitive, driven, disciplined, and committed to doing what is best for their customers.

Requirements

General Lines License
Minimum education high school or GED
1 – 3 years’ experience in a similar position minimum
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

Responsibilities

Assist the Account Executive when underwriting or brokering risks, ensuring all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.
Assist the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders.
Confirm that the coding of specific required forms are completed and utilized.
Ensure the templates are updated for processing of policies/coverage.
Communicate with producers, Company representatives, inspection companies, and finance companies to ensure expeditious handling of all submission.
Review and have letters for renewals processed.
Order and follow up for inspections.
Request Loss Runs for years written with office.
Follow up for suspense items on applications, subject to; inspections, and etc.
Process accordingly all brokerage and contract endorsements.
Handle correspondence with company / producers with Account Executive supervisor as needed.
Process mail received by USPS, Email, or fax.
Perform other duties as assigned by members of management or deemed necessary to complete above duties.