Policy Services Specialist

Posted 11 Days Ago
Be an Early Applicant
Fort Wayne, IN, USA
In-Office
Junior
Insurance
The Role
Supports underwriting by preparing, processing, rating, invoicing, and obtaining approvals for policies and endorsements. Maintains policy documentation, issues bound policies within required timelines, services premium-bearing and non-premium-bearing endorsements, and coordinates with Finance and Compliance. Assists underwriters with file reviews, coding, rating, narratives, statements of values, and loss control reports. Requires insurance customer service experience, policy form knowledge, strong accuracy, communication, problem-solving, and deadline-management skills.
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 Policy Services Specialist to join our growing team in Fort Wayne, IN!   

     

Working in support of Underwriting team, the Policy Services Specialist responsibilities include preparation of endorsements including processing, rating, invoicing and obtaining approvals.  Understanding policy structure and forms.  Various account servicing tasks on a day-to-day basis. 

 

How You Will Contribute:   

  • Issuance of underwriting authority policies and endorsements.  Maintain system and documentation to support the issue process.  All policies and endorsements must be issued as bound and within the timeframe defined within American Specialty’s underwriting authority agreement.  Success is determined by the degree of accuracy that policies and endorsements are provided the insured. 
  • Process and service premium bearing and non-premium bearing endorsements, including rating, completion of sign-off, requesting invoices for any premium-bearing endorsements, and interaction with the Finance and Compliance Departments. 
  • Participate in underwriting training sessions to establish and develop an understanding of the underwriting process. 
  • Assist Underwriters with items such as: file review, enterprise coding, rating for all lines, update underwriting narrative, statement of values and ordering of loss control reports. 

 

Skills & Experience to be Successful:  

  •  Two or more years of experience in insurance-related customer service position. 
  • General knowledge of ISO policy forms including manuscript coverage forms. 
  • Computer technologies: proficiency with Microsoft Outlook, Excel and Word and ability to adapt quickly to proprietary internal software programs. 
  • Strong attention to detail; accuracy is critical. 
  • Ability to work under pressure to meet deadlines. 
  • Keen problem-solving skills.  
  • Solid oral and communication skills. 
  • Ability to work individually under minimal supervision, but with a sense of team-spirit. 
  • Professional with ambition, solid work ethic and ability to effectively work with and alongside people at all levels. 

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.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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

  • Two or more years of experience in an insurance-related customer service position
  • General knowledge of ISO policy forms, including manuscript coverage forms
  • Proficiency with Microsoft Outlook, Excel, and Word
  • Ability to adapt quickly to proprietary internal software programs
  • Strong attention to detail and accuracy
  • Ability to work under pressure and meet deadlines
  • Keen problem-solving skills
  • Solid oral and written communication skills
  • Ability to work independently with minimal supervision and contribute as a team member
  • Professionalism, ambition, and solid work ethic

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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