[Hiring] Commercial Lines Technical Assistant @Brown & Brown Insurance

Role Description

The Commercial Lines Technical Assistant works in tandem with the Account Managers in order to provide quality service to our clients in a timely manner in order to meet our retention goals.

• Issue certificates of insurance and evidence of property forms consistent with the coverage’s provided by their policies and as authorized by the insurance carriers.
• Assist with the processing of mail, incoming and outgoing, including but not limited to policy change requests, requests for information from clients and insurance carriers.
• Prepare renewal packets for Producers 150 days prior to expiration (if applicable).
• Request budgets from municipal insured 150 days prior to expiration (if applicable).
• Send schedules and supplemental applications to insure for completion 150 days prior to expiration as directed by Account Manager.
• Prepare renewal proposals for Account Managers as needed.
• Print electronic policies for clients and/or put on disk.
• Prepare policy delivery notebooks.
• Assist Account Manager with processing/invoicing of endorsements and/or policies.
• Update computer system as needed when processing renewals and/or endorsement requests.
• Issue auto ID cards at renewal and when vehicle changes are made.
• Profiling/scanning of all paper and electronic documents as needed for Commercial Lines.
• Follow up with carriers on pending endorsement requests and policies.
• Pursue other education as required by the State of Pennsylvania to be compliant with licensing laws.
• Provide direct client support in the absence of the Account Manager (if licensed).

Qualifications

• Education – High School diploma or equivalent.
• Ability to type at least 40 WPM.
• Knowledge of Word and Excel.
• Ability to learn the agency management system.
• Pleasant phone manner.
• Ability to work in a fast-paced environment.

Requirements

• Obtain Pennsylvania Insurance License within two years.

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.