Marketing Technical Assistant

Brown & Brown Insurance Services of California, Inc.

Anaheim , CA

Job Category: Administrative

Division: Retail

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Job Summary

The Marketing Technical Assistant is responsible for the day-to-day support of the commercial marketing department.  Under the direction of the Marketing Manager, this professional will support teammates as we successfully place client’s insurance programs and accurately document these efforts in our agency management system. Our team will further rely on you to develop and maintain close working relationships with insurance company underwriters and wholesale brokers, as well as producers and account managers within the office. This is an entry level position; training will be offered.


Brown & Brown Insurance is a publicly traded corporation ranked as one of the top ten largest insurance brokers in the country.


Essential Duties:

  • General computer work in AMS, Outlook, Word, Excel, etc.
  • Preparing (copying, binding, etc.) proposals for new and renewal business
  • Photocopy, scan, sort and print documents
  • Attach documents into AMS that are sent from marketing professionals
  • Set up new account in shared drive under Current Accounts
  • Send submission package to underwriters, ensure that underwriters know which MM is the lead, our deadline and premium target
  • Send optional submissions to specialty carriers (Cyber, Product recall, etc.)
  • Complete 5 year loss analysis spreadsheets on larger accounts
  • Update Marketing Log in shared drive with specific declinations, etc. which are sent by MM
  • Follow up with underwriters in order to meet quote deadlines
  • Build “shell” proposals
  • Complete coverage specific spreadsheets after leading quotes are identified
  • Complete premium rate comparison document (typically for renewals)
  • Prepare document(s) that need client signature & compliance documents (ICR, SLA forms)
  • Attach documents in AMS which will be sent by MM
  • Complete online rating when requested (P&C, Management Liability, etc.)
  • Know all AMS action codes for documentation
  • Special projects such as E&O certificate for wholesalers, wholesale consolidation, renewal meeting documents
  • Other specific projects as they are assigned

Required Skills

  • Superior negotiating skills
  • Positive attitude
  • Resourcefulness
  • Quick to learn
  • Sense of urgency
  • Good organizational skills
  • Ability to meet multiple deadlines
  • Team player
  • Detail oriented/Accurate
  • Accountable
  • Adaptable/open to change
  • Self-confident
  • Ethical
  • Ability to maintain client confidentiality
  • Communicates and presents professionally
  • Ability to work in a fast-paced environment



Emily Harper

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