Insurance 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 an Insurance Assistant for our team in Marlton, NJ!

Responsibilities

• Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards.
• Builds courteous and successful relationships with team, vendors and carriers to improve client retention.
• Affixes to the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations.
• Aids in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packers and binders.
• Records renewal, sales, and insurance operations compliance documents into the agency management database, as directed.
• Follows agency guidelines, policies and procedures.
• Promotes teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participates in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Requirements

• College Degree in a business-related field (Preferred)
• Working knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• 1+ year work experience

Qualifications

• Obtain Property and Casualty Insurance Producer license (within 1 year)

Skills & Experience

• To be successful, college degree in a business-related field (Preferred)
• Working knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• 1+ year work experience

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
• Additional benefits include Paid Time Off, Holidays, Preferred Partner Discounts and more.

Pay

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.

Schedule

Not specified