Personal Lines Technical Assistant

Brown & Brown is seeking Personal Lines Technical Assistant to join our growing team in Dedham, MA!  

The Personal Lines Technical Assistant provides administrative support and value-add services to Personal Lines Account Manager, Team Leaders and Producers.

How You Will Contribute:  

• Enter endorsement items into the Agency Management System.
• Verify for accuracy and bill all endorsements received from carriers.
• Follow up on overdue items.
• Process all requests for vehicle changes; issue ID cards accordingly; issue binders for leased vehicle requests; issue forms and follow up.
• Data entry of all applicable underwriting information, correspondence or all other client/carrier pertinent information into the profit center management system as required.
• Assist other support staff and producers with any service related matters.
• Keep Personal Lines Leader apprised of any service issues or problems.
• Verify new policies for accuracy according to the policy checklist, bill policy accordingly, and mail the policy to the insured.
• Transpose all pertinent data from new and renewal policies into the agency management system and verify accuracy of info.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate 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.
• Attend meetings as required by the Profit Center Leader or Personal Lines Leader.
• Pursues a course of personal, professional development.

Licenses & Certifications:  

• Willingness to obtain Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Skills & Experience to be Successful: 

• High school diploma or equivalent
• Proficient with MS Office Suite
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality