Personal Lines Technical Assistant

Personal Lines Tech 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 Personal Lines Tech Assistant to join our growing team in Houston TX!

The Personal Lines Admin Assistant is responsible for supporting the Account Manager in all aspects of the personal lines renewal process, including preparing and reviewing renewal documents, obtaining quotes, processing endorsements and audits, issuing policy documents, maintaining accurate records, and ensuring timely communication with clients and carriers.

How You Will Contribute:

• Prepare the Renewal Update document to be reviewed by Account Manager and released to the client; Account Manager to obtain renewal information from the client.
• Assist Account Manager in the preparation of the submission for renewal quotes.
• Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion.
• Prepare the renewal proposal for review by the Account Manager prior to release to the Client or Account Manager.
• Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound.
• Perform renewal process for accounts with assistance and guidance from Account Manager.
• Update direct bill screens and assist Account Manager with invoicing agency bill renewal policies.
• Check policies; transmit to clients; update Agency Management System.
• Maintain current Activity log; follows up on open activities.
• Prepare Accord Change Request; transmit changes to insurance carrier; update Agency Management System.

Licenses and Certifications:

• Willing to obtain insurance license within 60 days.

Skills & Experience to be Successful:

• High school diploma or equivalent
• Proficient in Microsoft Office Suite, including Word and Outlook.
• Experience in customer service and office administration.

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".