Assistant Account Analyst
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 an Assistant Account Analyst to join our growing team in Greensboro, NC!
The purpose of the Assistant Account Analyst is to provide prompt, efficient, and high-quality support within a high-volume insurance center. The focus of the role is to assist the Customer Success Representatives by assisting with administrative tasks and deliverables.
How You Will Contribute:
- 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.
- Promote a commitment to achieve or exceed internal and external performance standards.
- 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.
Skills & Experience to Be Successful:
- 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.
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”.
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