Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
About the Role
Brown & Brown is seeking an Insurance Client Assistant to join our growing team in Garden City, NY. The Insurance Assistant supports the service team in delivering exceptional client service by providing technical and administrative assistance across daily operations. This role handles policy processing, billing, certificates, and compliance tasks while assisting with renewals and documentation. The Technical Assistant builds strong relationships with teammates, carriers, and vendors to enhance client retention, ensures accuracy and adherence to agency guidelines, and contributes to a collaborative, positive team environment.
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 team, 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 of 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 for valid licensing.
Requirements
- Obtain Property and Casualty Insurance Producer license (within 1 year)
- Working knowledge of insurance coverage, 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 use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Microsoft Publisher
Location
- Garden City, NY
Work Type
- Full-time
Experience Level
- 1+ year work experience
Education Level
- College Degree in a business-related field (Preferred)
Salary/Compensations
- $27.47 - $29.40 Hourly
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
About the Company
- Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Equal Opportunity
- 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”.