Jobs and Careers
BR

Personal Lines Technical Assistant

Brown & Brown Insurance
Fort Myers, United Statesfull_timeVerifiedPosted 9 Nov 2023

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 of Florida SWFL's team is growing and seeking an exceptional individual with proven discipline, drive, and commitment to join our Personal Lines division as a Technical Assistant! This individual's primary responsibility involves data entry, general clerical duties, and support to managers or accountants. 

WHAT YOU'LL DO:

  • Maintain files, records or reports

  • Provide Account Executives, Producers and Clients with service needs updating existing accounts

  • Provide, with a positive attitude, a high level of support in maintaining, expanding, and servicing personal accounts

  • Process various transactions within customer files as provided by team members

  • Perform various rating calculations and quotations as requested

  • Prepare certificates and schedules of insurance as requested

  • Assemble and distribute various transactions as requested

  • Participate in the ongoing account development program established by the agency

  • Work with insurance carriers and mortgage companies for servicing Insurance files.

WHAT YOU'LL HAVE:

  • 4-40 or 2-20 State of Florida Insurance License (or willingness to obtain)

  • Insurance industry experience preferred

  • Proficient with MS Office Suite, especially Excel, Outlook, Word

  • High School Diploma or equivalent required

  • Knowledge of AMS360 software is a Plus!

WHAT WE OFFER:

  • 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

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Brown & Brown Insurance

View company profile →