Personal 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 Personal Lines Technical Assistant to join our growing team in Jacksonville or Tallahassee, FL!

Responsibilities

• Process and check renewal policies.
• Aid with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.
• Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.
• Perform data entry, including creating AMS/IR activities for documents, agency-billed renewals, non-download renewals, and flood policy renewals.
• Manage AMS daily download, clear policies in suspense, and set activities.
• Redeliver returned mail and update customer contact information.
• Maintain expiration records and manage suspense/follow-up systems for correspondence and requests.
• Provide back-up support to other Account Managers as assigned.
• Maintain favorable relationships with clients, producers, and employees.
• Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.
• Aid with billing questions and payment processing.
• Complete mortgage and lienholder verifications.

Qualifications

• Associate’s or Bachelor’s degree (preferred)
• Industry software experience (preferred)
• High school diploma
• Proficient with MS Office Suite
• Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively
• Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities
• High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively
• Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness
• Prominent adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events

Skills

• Teamwork
• Customer service
• Problem-solving
• Attention to detail
• Time management

Benefits & Total Well-Being

• 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.