Commercial Lines Insurance Assistant

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 Insurance Assistant to join our growing team in Dedham, MA!  

The Commercial Lines Insurance Assistant provides high quality customer service while assisting in the coordination of services between the client and the insurance company.  Provides clerical support to the team, working in conjunction with Account Managers, Account Executives and Producers to provide exceptional customer service. 

How You Will Contribute:  

• Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.  Ensures policies follow coverages as quoted, proposed and bound. 

• Collects client specification data. 

• Promptly responds to routine requests for data and questions from clients, underwriters, and internal staff. 

• Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s).  This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc. 

• Completes premium finance agreement requests and creates premium allocations as needed.  

• Requests and summarizes loss runs, may process claims and provide client advocacy.  

Monitor and review daily electronic downloads as applicable. 

• For policies not downloaded, pull policy documents from carrier website for new business, cancellations, non-pay & reinstatement notices. Enter policy info into system for policies that do not download. 

• Policy checking for new business, re-writes & endorsements. 

• Process cancellations, non-pay notices & reinstatements as applicable. Task follow-up to include checking endorsements, non-pay notices, & cancellations. Letters for new business, cancellations and lost accounts as applicable. 

Licenses and Certifications:  

• Open to obtaining and maintaining an active Insurance Producer license, including necessary state-specific authorities required to support the assigned book of business 

Skills & Experience to Be Successful: 
 

• High school diploma 

• 1+ years' experience in a similar position 

• Proficient in Microsoft Office Suite, with advanced expertise in Microsoft Excel 

• Communicates professionally and courteously via telephone 

• Committed to maintaining confidentiality and handling sensitive information with discretion 

• Highly detail-oriented and well-organized in managing tasks and responsibilities 

• Demonstrates initiative and responsiveness in supporting client financial needs