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Assistant Account Analyst
Brown & Brown InsuranceProvide administrative support as an Assistant Account Analyst in a high-volume insurance center. Assist Customer Success Representatives, handle renewals, and promote teamwork.
About the role
Key responsibilities & impact- Provide prompt, efficient, and high-quality support within a high-volume insurance center.
- Assist the Customer Success Representatives by assisting with administrative tasks and deliverables.
- Generate renewal lists, create renewal tasks, and complete renewal checklists.
- Generate emails and request information, at the direction of licensed teammates, to customers and underwriting partners.
- Handle incoming email and paper mail by scanning, filing, and creating follow up tasks for the team.
- Process policy transfer checklists and tasks on a reoccurring monthly basis.
- Document renewal, sales, and insurance operations compliance documents into the agency management systems as directed by licensed teammates.
- Work towards obtaining NC Property Casualty license as directed.
- Attend internal and client meetings, as needed.
- Follow agency guidelines, policies, and procedures.
- Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
Requirements
What you’ll need- High school diploma
- 2+ years of customer service experience.
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
- Problem solving, critical thinking, excellent written and verbal communication, and other basic office skills.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrative taskspolicy transfer processingdocument compliancerenewal task generationemail communicationcustomer information requestsinsurance operationsdata entryfilingscanning
Soft Skills
problem solvingcritical thinkingwritten communicationverbal communicationteamworkpositive attitudeknowledge sharingorganizational skillscustomer serviceadaptability
Certifications
NC Property Casualty license