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Brown & Brown · 4 weeks ago

Insurance Assistant

Bethlehem, PA

Full-time

Onsite

Entry Level

1+ years exp

Brown & Brown is seeking an Insurance Assistant to join their growing team in Bethlehem, PA. The Insurance Assistant will provide technical support to the service team and assist in delivering exceptional customer service through various administrative tasks and compliance reviews.

Insurance

Responsibilities

Responsible for the day-to-day administrative tasks including but not limited to policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards

Build courteous and successful relationships with teams, vendors and carriers to improve client retention

Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations legal requirements and insurance operations

Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing pre-renewal packers and binders

Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed

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

Qualification

Insurance knowledgeMicrosoft Office proficiencyPropertyCasualty licenseOffice equipment usageCustomer serviceTeamworkCommunication skills

Required

Willingness to obtain Property and Casualty Insurance license

Working knowledge of insurance coverages, contracts, and state regulations where business is conducted

Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc

Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

1+ year work experience