Brown & Brown Insurance
Brown & Brown Insurance
Brown & Brown Insurance is an independent insurance brokerage and risk management company serving individuals and businesses. Founded in 1939, it provides personal and commercial insurance, employee benefits, and national insurance programs through a network of more than 500 locations. With a workforce of more than 10,000 employees, the company operates across the finance and insurance sectors and emphasizes diversity, inclusion, and belonging in its workplace culture. Brown & Brown Insurance is publicly traded on the New York Stock Exchange under the ticker BRO and has expanded through a disciplined mergers and acquisitions strategy.

Underwriting Assistant - Plano, TX (Hybrid)

Process brokerage policies, certificates, and related documentation for Hull and Company. Support Account Executives and agents from the Plano hybrid office.

Description

  • Review brokerage policies received from carriers and confirm that all required information is present.
  • Prepare policies for delivery to retail agents by adding required stamps and correspondence.
  • Manage policy issuance, policy logs, and company policy responsibilities independently.
  • Review bound policies in policy files and provide them to agents.
  • Support mail transmittals to insurance companies or producers as needed.
  • Retrieve suspense items as required and keep them current and organized.
  • Issue and distribute certificates, forms, and other materials under the guidance of an Account Executive or Account Executive Assistant.
  • Use form letters to communicate with producers about routine matters and obtain required documentation.
  • Escalate matters to the Department Manager or Account Executive when further guidance is needed.
  • Complete related administrative tasks, including filing, photocopying, imaging, and collating.

Requirements

  • At least two years of experience as a processor or in a comparable role.
  • Capacity to learn and use multiple computer systems for information processing.
  • Professional conduct and communication in all interactions.
  • Strong attention to detail.
  • Ability to communicate effectively with Account Executives and their assistants.
  • Working familiarity with Outlook, PIPS, and word-processing software.
  • Ability to process policies accurately and efficiently.

Benefits

  • Medical/Rx, dental, vision, life, and disability insurance.
  • Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
  • Free mental health and enhanced advocacy services.
  • Paid time off.
  • Company holidays.
  • Discounts through preferred partners.

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