Personal Insurance Assistant

Brown & Brown, Inc. White Plains , NY 10601

Posted 2 months ago

Job Summary

Brown & Brown of New York, Inc. is seeking an experienced personal insurance professional to join our team! This individual will join us in a role poised for growth and development within the industry. Our team will rely on you to assist in checking renewals, endorsements and cancellation downloads from carriers for accuracy and to identify any gaps in coverage for clients.

Responsibilities:

  • Develop full working knowledge of Personal Lines procedures.

  • Develop proficiency in utilizing agency management system, properly filing and documenting all activities.

  • Develop good working knowledge of carrier websites and how to access & process payments, cancellations, policies, endorsements, loss runs, etc..

  • Run daily download report in agency management system and distribute to Personal Lines team members.

  • Send out Family Risk Questionnaires on a monthly basis and promptly distribute client responses received to Account Manager.

  • Monitor upcoming cancellations for non-payment of premium and follow up with client until payment is received by the company.

  • Perform tasks and special projects assigned by Personal Lines Team Leader.

  • Assist in responding to client inquiries, incoming mail and company requests on a timely basis.

  • Issue automobile ID cards, binders, certificates, invoices and similar items.

  • Assist in preparing applications, required forms and commission disclaimers for insured's review and authorization.

  • Follow procedures as established by management.

  • Follow up on suspended activities in a timely fashion.

  • Adhere to all procedures and IO /QC guidelines as outlined in the Personal Lines procedure manual.

  • Pursue a program of personal and professional development.

  • Perform all other duties as assigned.

Required Skills

  • High School Diploma

  • Strong oral and written communication skills

  • 2-3 years' experience working with personal insurance, required.

  • Current Property & Casualty insurance license, required.

  • Experience working on AMS 360, preferred.

Contact

Please apply online using the "Apply Now" link. For all other questions, please contact: Cydney Bain, Regional Talent Acquisition Professional [email protected] #ZRCB

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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Personal Insurance Assistant

Brown & Brown, Inc.