Personal Lines Client Assistant

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 Client Assistant to join our growing team in Maitland, FL!  

The Personal Lines Client Assistant supports the team with servicing new and existing assigned client accounts. 

How You Will Contribute:

• Issue certificates of insurance and evidence of property insurance as required under direction of Account Manager (AM). 
• Monitor cancellations and keep AM appraised of status. 
• Support the team in claims filing with carriers as needed.  
• Process endorsements, to include change requests, suspense, invoicing and mailing as requested. 
• Assist in renewal process by gathering information and updating applications, and processing agency bill renewals. 
• Assist on completing policy checks and confirming that all items are saved in ImageRight.   
• Ensure all supporting documents are saved in ImageRight; provide backup telephone/mail support to receptionist as scheduled. 
• Process downloads reports from carrier sites and distributes them to team.  
• Review carrier communication logs and set appropriate activities for AM. 
• Serve as dedicated backup for AM’s when out of office.  
• Perform other duties as assigned. 

Licenses And Certifications:

• 4-40 Customer Service Representative License or 2-20 Property and Casualty License obtained within 90 days. 

Skills & Experience to be Successful: 

• High school diploma or equivalent. 
• One to three years insurance experience preferred. 
• Working knowledge of AMS360 and ImageRight. 
• Excellent verbal and written communication skills 
• Organizational and prioritizing skills 
• Professional demeanor, positive attitude 
• Proficient with the use of technology, computers, Microsoft Suite, and related software 
• Ability to juggle multiple tasks, projects, and people without stress overload. 
• Teammate Benefits & Total Well-Being
• One to three years insurance experience preferred. 
• Working knowledge of AMS360 and ImageRight. 
• Excellent verbal and written communication skills 
• Organizational and prioritizing skills 
• Professional demeanor, positive attitude 
• Proficient with the use of technology, computers, Microsoft Suite, and related software 
• Ability to juggle multiple tasks, projects, and people without stress overload. 
• 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”.