Insurance Placement 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 Placement Assistant to join our growing team in Sarasota, FL!

Responsibilities

• Aid in the marketing and submission process for new and renewal commercial lines accounts, including preparing applications and supporting documentation.
• Review and verify carrier quotes for accuracy, completeness, and alignment with client coverage needs.
• Maintain and update carrier marketing logs, including carrier contacts, underwriting information, and market changes.
• Organize and maintain carrier and marketing files to ensure accurate and accessible records.
• Aid in the preparation of new business proposals, presentations, and prospect materials.
• Support the preparation of new business onboarding and account wrap-up processes to ensure smooth policy implementation.
• Conduct market research and assist in identifying new carrier and product opportunities.
• Attend carrier meetings, presentations, and training sessions to stay informed on products, underwriting guidelines, and market trends.
• Maintain accurate documentation of client correspondence, service requests, policy activity, and communication records.

Requirements

• High School Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Qualifications

• Bachelor’s degree in risk management, business management, or similar degree program (preferred)

Skills

• High School Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Bachelor’s degree in risk management, business management, or similar degree program (preferred)

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
• Additional Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Note: Not all benefits may be available in all locations. 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.