Insurance Placement Assistant at 001 Brown & Brown, Inc — University Park, FL

Brown & Brown is seeking an Insurance Placement Assistant to join our growing team in Sarasota, FL!

The Insurance Placement Assistant supports the team with servicing new and existing account and supports the marketing team to drive new business and client retention.

How You Will Contribute:

• Assist with the marketing and submission process for new and renewal commercial lines accounts, including preparing applications and supporting documentation.
• Review and verify carrier quotes for accuracy, completeness, and alignment with client coverage needs.
• Maintain and update carrier marketing logs, including carrier contacts, underwriting information, and market changes.
• Organize and maintain carrier and marketing files to ensure accurate and accessible records.
• Support the preparation of new business proposals, presentations, and prospect materials.
• Assist with new business onboarding and account wrap-up processes to ensure smooth policy implementation.
• Conduct market research and assist in identifying new carrier and product opportunities.
• Attend carrier meetings, presentations, and training sessions to stay informed on products, underwriting guidelines, and market trends.
• Maintain accurate documentation of client correspondence, service requests, policy activity, and communication records.

Licenses & Certifications:

• FL 4-40 License within 30 days of Hire
• FL 2 -20 License (preferred)

Skills & Experience to be Successful:

• High School Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Bachelor’s degree in risk management, business management, or similar degree program (preferred)

Teammate Benefits & Total Well-Being

• 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.

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