Brown & Brown
PersonalLinesTechnicalAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Lines Technical Assistant at Brown & Brown. Skills: Administrative support, Data entry, Customer service. Enter endorsement items into Agency Management System. Verify accuracy and bill endorsements”
What They're Looking For.
Must Have
High school diploma or equivalent, Proficient with MS Office Suite, Proficient knowledge use of office equipment, Exceptional telephone demeanor, Ability to maintain a high level of confidentiality
Nice to Have
Insurance Producer license in good standing
What You'll Do.
Enter endorsement items into Agency Management System
Verify accuracy and bill endorsements
Process vehicle issue ID cards
Enter underwriting information into profit center management system
Verify new policies for accuracy
Transpose data from new and renewal policies
Follow agency guidelines
policies and procedures
How You'll Work.
Team & Collaboration
Assist other support staff and producers with service related matters; Keep Personal Lines Leader apprised of service issues; Promote teamwork, support, knowledge sharing and positive attitude
Communication Scope
Exceptional telephone demeanor
Full Job Description
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 **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 th
Applying for this Personal Lines Technical Assistant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Brown & Brown?
Real rants from real employees. Read before you apply.