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Brown & Brown InsuranceCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service management within the insurance industry, particularly in surety bond issuance and billing. Proficient in using systems like Epic and Tinubu while maintaining strong organizational and communication skills.
Highest-signal resume keywords
Surety Bond IssuanceClient Service ManagementEpic Software ProficiencyMicrosoft Office KnowledgeInsurance License Acquisition
About the role
Key responsibilities & impact- Handle day-to-day client service requirements on an assigned book of business
- Prepare, issue, and invoice surety bonds
- Receive and respond to client requests for bonds, quotes, or other information
- Communicate with clients to confirm or clarify requirements and request additional documentation
- Promptly inform the Account Executive of client requests requiring attention
- Maintain communication with the Account Executive about open items and advise on logistical considerations
- Advise the Account Executive on specific client needs and requests
- Accurately input information affecting premium and commission and generate invoices
- Determine bond and invoice delivery methods in coordination with the Account Executive
- Coordinate logistics and make regular drop-offs at mail and parcel carriers
- Use systems including Tinubu and Epic to prepare bonds and process transactions
- Provide execution reporting to the surety company
- Coordinate with accounting to verify premium and commission calculations and reconcile differences
Requirements
What you’ll need- Two or more years of experience in the insurance industry is required
- Experience working in surety, particularly issuance and billing of bonds, is preferred
- Must have a reliable source of transportation
- Knowledge of Microsoft Office products (Outlook, Word, PowerPoint, etc.) is required
- Prior experience with specific software solutions like Epic or Tinubu is preferred
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure when working through issues
- Good communication and interpersonal skills
- Ability to work efficiently in teams
- Strong organizational, time management, and task prioritization skills
- Responsiveness and reliability
- Detail-oriented and client service focused
- Possess or obtain insurance licenses as required by the Company
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
- Paid Time Off
- Holidays
- Preferred Partner Discounts
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Surety Bond PreparationInvoice GenerationTransaction ProcessingPremium CalculationLogistics Coordination
Soft Skills
Analytical Problem-SolvingInterpersonal CommunicationOrganizational SkillsTime ManagementDetail-Oriented
Tools & Technologies
EpicTinubuMicrosoft OutlookMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
Insurance License
Industry Keywords
Insurance IndustrySuretyClient RequestsBond Delivery MethodsCommission Reconciliation