Brown & Brown · 6 hours ago
Commercial Lines Technical Assistant
Dedham, MA, USA
Full-time
Onsite
New Grad, Entry LevelBrown & Brown is seeking a Commercial Lines Technical Assistant to join our growing team in Dedham, MA. This role provides high-quality customer service while assisting in the coordination of services between clients and insurance companies, along with clerical support to the team.
Insurance
Responsibilities
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound
Collect client specification data
Promptly responds to routine requests for data and questions from clients, underwriters and internal staff
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc
Complete premium finance agreement requests and creates premium allocations as needed
Requests and summarizes loss runs, may process claims and provide client advocacy
Attend Continuing Education classes
Monitor & review daily electronic downloads as applicable
For policies not downloaded, pull policy documents from carrier website for new business, cancellations, non-pay & reinstatement notices
Policy checking for new business, re-writes & endorsements
Process cancellations, non-pay notices & reinstatements as applicable. Task follow-up to include, checking endorsements, non-pay notices, & cancellations
Letters for new business, cancellations & lost accounts as applicable
Enter policy info into system for policies that do not download
Keep current with email & tasks
Follow Agency guidelines, policies and procedures
Pursues a course of personal, professional development
Qualification
Required
High school diploma
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Proficient with MS Office Suite. Microsoft Excel – Strong to expert level skills
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Preferred
Bachelor's Degree
Benefits
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.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Founded in 1939
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joel Eubank
COO/CFO Dealer Services
Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
Recent News
2025-10-07
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