Commercial Lines Technical Assistant

About the role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Technical Assistant to join our growing team.

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.

How You Will Contribute

• 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 and requests for information by 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).

Licenses & Certifications

• Obtain Pennsylvania Insurance License within two years.

Skills & Experience to be Successful

• 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.

Pay Range $21.00 - $25.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

• Not reflective of all benefits.
• Enrollment waiting periods or eligibility criteria may apply to certain benefits.
• Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.