Personal Lines Technical Assistant

Brown & Brown - Fort Lauderdale, FL

Full-time - Entry Level

Fort Lauderdale, FL

Insurance Carriers and Related Activities

About the position

The Assistant in the Personal Lines Division at Brown & Brown of Florida's Ft. Lauderdale office plays a crucial role in supporting the team by providing exceptional service to customers, sales representatives, and insurance companies. This position is designed for self-starters who are committed to customer satisfaction and offers great internal career advancement opportunities.

Responsibilities

• Establish positive working relationships with customers for account retention.
• Gather updated information from customers for the annual marketing of their renewal.
• Handle client requests for information, endorsements, cancellations, payments, and other services as required.
• Assist in analyzing insurance exposures while preparing renewal reviews and account summaries.
• Assist with expiration reports and updating the agency management system.
• Recommend coverage or coverage changes based on client needs.
• Be proficient in carrier sites to process endorsements and quotes.
• Develop a good working knowledge of company underwriting philosophies and appetites.
• Review policies, endorsements, and quotations prepared by carriers for accuracy and completeness.
• Assist in the compilation and preparation of marketing and underwriting data, including loss runs and Motor Vehicle Reports.
• Issue binders, certificates, automobile identification cards, invoices, and similar items.
• Obtain policy documents from carriers and attach them to the agency management system.

Requirements

• 4-40 or 2-20 State of Florida Insurance License preferred.
• Insurance industry experience preferred.
• Proficient with MS Office Suite, especially Excel, Outlook, and Word.
• High School Diploma or equivalent required.
• Knowledge of AMS360 software is a plus!

Benefits

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan