Insurance Executive Assistant

Location

Fort Lauderdale, FL | United States

Job description

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 Insurance Executive Assistant for our team in Fort Lauderdale , Florida .

Responsible for account management, client retention, and customer service support to Vice President using a variety of skills and knowledge of the insurance market, products, and competition.

WHAT YOU'LL DO:

• Detailed organization -Email, phone, calendar, scheduling, and all related organizational items for Producer
• Responsible for all documents needed for renewal marketing and renewal proposal
• All duties related to maintaining current client book
• Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
• Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
• Follow-up to address customer needs and resolve any problems or issues with the assistance of Account Manager.
• Assist in soliciting and monitoring email campaigns for any/all new business opportunities.
• Provide consistency in customer communication to help build client retention.
• Develop leads or lists to distribute out to myself or others to assist in creating opportunity for new business sales.
• Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
• Develop and oversee customer service plans for each client and understand the needs of the customer.
• Document sales and prospecting information into the sales management database.
• Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
• Assist in proposal to customer, ensuring appropriate team members and resources are represented/attend.
• Promote teamwork and commitment to direct colleagues/agency goals. Follow Agency guidelines, policies and procedures.
• Remain current on industry trends and information, new product development, legislation, coverages and technology.
• Remain up to date with current market conditions and status of competition.

WHAT YOU'LL NEED:

• High School Diploma required
• 220 License is Required Within 3 Months of Hire
• Proficient in Word, Excel, and Outlook
• High Level Organization/Time Management
• High Level Oral and Written Communication Skills
• Ability to Learn/Adapt Quickly
• Works Well with Deadlines and Under Pressure

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Job tags

Salary