Commercial Lines Technical 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 Technical Assistant to join our growing team in West Palm Beach, FL! 

The Commercial Lines Technical Assistant is responsible for supporting the team’s accounts to provide prompt, accurate and courteous service to customers, sales representatives, and insurance companies regarding the team’s accounts. Assist the team in the completion of service functions.

How You Will Contribute: 

• Receive, review and process incoming mail daily, reassign to Account Manager if their attention is required

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

• Perform various rating calculations and quotations as requested.

• Prepare certificates, evidence of property insurance, and schedules of insurance as requested.

• Follow up on customer file suspense according to agency guidelines.

• Assemble and distribute various transactions as requested.

• Participate in the on-going account development program established by the agency.

• Assist in training other employees as requested by Team Director or Team Coordinator.

• Understand the role of automation in our agency and maximize utilization of its' capability for customer service, additional coverage sales, marketing and underwriting activities.

• Maintain licensing and/or educational requirements as well as continue their Professional Development.

• Perform the job function of Customer Service Representative when accounts are not being serviced due to illness

• Perform Other Duties as Assigned

Licenses and Certifications:

• State of Florida 2-20 or 4-40 Insurance License

Skills & Experience to Be Successful

• High School or equivalent required.

• Bachelor’s Degree preferred.

• Two years’ experience in Commercial Lines Insurance

• Proficient in Excel and Word (Required). 

• Knowledge of AMS – Applied Systems preferred, but not required

• Excellent organizational and time management skills

• Ability to manage deadlines, multi-task and manage interruptions

• Ability to type a minimum of 50 words per minute

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

Not reflective of all benefits. 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.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.