Personal Lines Technical Assistant

Reposted 10 Days Ago
Be an Early Applicant
Tallahassee, FL, USA
In-Office
Entry level
Insurance
The Role
The Personal Lines Technical Assistant is responsible for processing policies, assisting with questionnaires, maintaining records, and providing administrative support to the team.
Summary Generated by Built In

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 Technical Assistant to join our growing team in Tallahassee, FL!

The Personal Lines Technical Assistant provides personal lines support in maintaining, expanding, and servicing assigned accounts.

How You Will Contribute:

  • Process and check renewal policies.

  • Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.

  • Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.

  • Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals.

  • Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities.

  • Redeliver returned mail and update customer contact information.

  • Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests.

  • Provide back‑up support to other Account Managers as assigned.

  • Maintain favorable relationships with clients, producers, and employees.

  • Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.

  • Assist with billing questions and payment processing.

  • Complete mortgage and lienholder verifications.

Skills & Experience to Be Successful:

  • Associate’s or Bachelor’s degree (preferred)

  • Industry software experience (preferred)

  • High school diploma

  • Proficient with MS Office Suite

  • Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively.

  • Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities.

  • High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively.

  • Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness.

  • Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events.

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”. 

Skills Required

  • Associate's or Bachelor's degree (preferred)
  • Industry software experience (preferred)
  • High school diploma
  • Proficient with MS Office Suite

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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