Brown & Brown Insurance

Business Development Rep

• Generate new business opportunities and expand customer base in the insurance industry alongside the Vice President of Business Development.
• Analyze current customer accounts to establish cross-sell/account rounding opportunities.
• Develop and maintain relationships with key decision-makers on existing accounts to deepen engagement and identify referrals.
• Generate new business leads from lost accounts, industry listings, networking, and referrals.
• Maintain accurate records of sales activities, customer interactions, and pipeline opportunities.
• Collaborate with marketing and advertising teams to develop and implement effective sales campaigns.
• Manage a portfolio of lost accounts, identify reasons for loss, and develop strategies to win back business.
• Stay up to date with industry trends and changes in insurance policies and regulations.
• Collaborate with Customer Service Team to provide outstanding customer experience and daily policy management on an established book of business.
• Review in-force policies and current customers to identify cross-selling opportunities.
• Follow up with customers regularly to ensure satisfaction and identify cross-sell/upsell opportunities.
• Work with insurance company underwriters to obtain timely and accurate quotes.
• Prepare renewal presentations and bind/reissue policies.

Business Development Specialist

Security Operations

• Contribute to endpoint security, threat intelligence, security monitoring, automation, web applications, SIEM, and SOC operations
• Configure, optimize, and maintain web application filtering technologies (specifically Cloudflare WAF)
• Develop and maintain detection rules across EDR, IDS/IPS, DLP, WAF, and XDR/SIEM platforms
• Automate detection and response workflows across security tools
• Monitor and analyze security events across endpoints, networks, and users
• Lead incident response efforts for web application threats, ensuring containment and remediation
• Design, deploy, and manage WAF policies, including custom and managed rulesets
• Investigate WAF alerts and logs and continuously optimize configurations to reduce false positives
• Collaborate with AppSec, DevOps, and Network Security teams to ensure secure and performant application delivery
• Configure, test, and optimize security tools to support prevention, detection, and response
• Design and implement security controls across SaaS, IaaS, and PaaS environments
• Conduct continuous testing and risk assessments; maintain security documentation and support audits and compliance
• Stay informed on emerging threats and integrate threat intelligence into security operations

Security Operations Engineer

Security Engineer

Lead the team of security architects to evaluate existing business security strategies, address security risks, and implement control enhancements. Ensure security architecture aligns with business criticality and value. Lead and support information security projects by researching, documenting, and implementing security solutions. Foster relationships with our industry partners to communicate our approach to security and develop programs to establish typical industry security audit reports (SOC 2, etc.). Lead assessment, development, implementation, optimization, and documentation of a comprehensive and broad set of security technologies and processes (secure software development, application security, data protection, cryptography, key management, identity and access management, network security) within SaaS, IaaS, PaaS in cloud environments. Establish technology architecture, align with business criticality and value, evaluate resiliency, application and device rationalization and lifecycles, disaster recovery. Other duties as assigned. Travel requirements are limited and focused on opportunistic engagements with businesses. Position can be staffed as a fully remote team member, with periodic onsite engagements.

Security Architecture Director

Analyst

• Deliver accurate and timely MI reports and analysis for internal and external stakeholders
• Produce routine reporting such as customer data packs, pipeline analysis, and other regular outputs
• Ensure data is reliable, consistent, and presented in a clear and professional format
• Support the continuous improvement of MI processes and reporting outputs
• Work collaboratively with colleagues across the business to ensure MI needs are understood and met

Management Information Analyst

Financial Planning and Analysis

• Mentor and train financial analysts and work closely with the Director of FP&A
• Assist FP&A in budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives
• Review/prepare income statement fluctuations and provide clear variance explanations
• Analyze year-on-year growth, profitability, and performance to budget and forecast
• Review/prepare budgets and forecasts across supported Profit Centers
• Partner with Profit Center Leaders to develop metrics and provide actionable business intelligence
• Develop and maintain relationships with finance and operational teams across the organization
• Provide standard and ad hoc analysis and prepare presentation material for financial review meetings
• Assist in acquisition integration/due diligence and implementation of finance tools
• Other duties as assigned

Senior Financial Analyst

Administrative Assistant

Help new customers establish platform credentials with our various partners.
Assist customers with updating or changing their contact information.
Process user changes, terminations and transfers between agencies.
Collect proper documentation and forms to maintain customer files accurately and consistently in accordance with department workflows and procedures.
Provide clear communication and documentation of workflow status.
Pursue a program of personal and professional development.
Other duties as assigned.

Junior Operations Assistant / Administrative Coordinator

Consultant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates. About the role: The Senior Voluntary Benefits Consultant serves as a subject matter expert and overall point person for all voluntary benefits product initiatives, sales and account management support for voluntary products, and thought leadership. Core Responsibilities: include the following. Other duties may be assigned. Partners with internal teammates, working collaboratively to develop voluntary benefits solutions for our clients. Act as a subject matter expert responsible for educating, advising and aiding internal sales and account executives as well as clients on all voluntary benefits products to include: Critical Illness, Accident Indemnity, Hospital Indemnity, Permanent Life, Long Term Care, Back-Up Care & Caregiving Programs, Legal, ID Theft, Pet Insurance, Home & Auto, Discount/Perk Platforms, Financial Wellness and Student Loan Programs. Act as a subject matter specialist on enrollment platforms and best approaches for enrolling VB products. Consults on new business opportunities with clients and prospects to enhance the client’s understanding of market opportunities. Lead voluntary benefits plan design development for clients with a specific focus on creating plans with the best possible value to the employee by eliminating benefit duplication across all available benefits and identifying synergies between client and carriers. Assist with the request for proposal (RFP) process for all new and renewal voluntary benefits business, leveraging best practices and tools. Act as liaison between client teams and carriers/vendors to provide expertise and guidance. Develop and maintain productive relationships with voluntary benefits marketplace vendor representatives, acts as the liaison between vendors and internal resources, leveraging relationships and enhancing collaboration. Stays current on new voluntary benefits offerings, changes in the voluntary benefits landscape and product marketplace. Regularly meet with Voluntary product vendors to fully understand market offerings. Stays current, documents and communicates internally all information regarding the voluntary benefits market to ensure internal resources have the latest and best information on all new developments in the market, including new product offerings or changes. Build internal and external PowerPoint decks to ensure accurate, well organized information is shared. Build internal processes, roadmaps and strategies for new and existing voluntary benefits. Support sales and prospecting (of both new and existing clients) efforts through the development of documents and sales presentation materials, participates in client facing prospecting and development meetings. Support client implementation needs including interface with carriers, enrollment vendors, communication partners. Assist clients in the design of their communication and enrollment strategy. Mentors and trains other teammates on the Voluntary Benefits team as requested. Other duties as assigned.

Senior Voluntary Benefits Consultant

Account Executive

• Retain existing clients on entire Book of Business (BOB). Coverage lines include Group Life, Disability, AD&D, Dental and Voluntary Benefits
• Support new business opportunities with existing clients
• Work independently to oversee and orchestrate all aspects of service delivery to BOB; determine the appropriate utilization of internal and external resources as needed
• Establish and maintain partnerships with internal partners and outside vendors/carriers that result in best-in-class service delivery to clients
• Develop and own all business strategies, relationship strategies, renewals, RFPs and other projects for assigned clients
• Maintain history of all work done for each client
• Always have, at minimum, a 2-year outlook for each client; stay at least 1 year ahead of all renewals and know the game plan for each client at all times
• Understand each client’s own business and departmental goals; build business strategy around their internal goals
• Present to clients and demonstrate expert knowledge of all financial, plan design and process components of plans
• Present underwriting components of Life, Leave & Disability, AD&D, Dental and various Voluntary Benefits plans
• Stay current with all vendors’ product offerings; consistently demonstrate strong knowledge of the market to clients
• Ensure all work product delivered to client is free of errors, meaningful, and meets SNS’ service standards
• Establish and maintain trust with clients by consistently providing superior service, meeting all deadlines, and delivering as promised
• Manage up to 3 Account Managers (AM) and Sr. Account Managers (SAM) who provide support on assigned BOB; mentor the AMs and SAMs and foster their career development
• Act as mentor to other members of service staff, assisting with training, guiding and coaching as needed
• Review or monitor travel and expenses to ensure resources are being used efficiently.
• Provide oversight of all administrative aspects of book of business management. Includes managing and tracking of clients at risk, completion and billing of audits and other financially related tasks. Ensuring the AMs and SAMs are updating CRM on a consistent basis; internal and external client document is updated and current; oversight of the managing of daily tasks and cases through completion.

• Stop Loss Analyst to join the team in Atlanta, GA or remotely. As a Stop Loss Analyst, you will be responsible for supporting Stop Loss Consultants, including product line workflows and bid procurement needs for Stop Loss Virtual Office (SLVO) customers via panel carriers.
• Work with Senior Stop Loss Consultants and Stop Loss Consultants to ensure complete and accurate RFP submissions
• Assist with producing and peer reviewing client deliverables for internal teammates
• Update customer database with final renewal decisions
• Assist with filing of required information in our customer files
• Participate in team meetings and support opportunities to continually improve output and internal teammate objectives
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills and product knowledge.
• Maintain appropriate level of confidentiality of information processed.
• Follow all company policies and procedures
• Other duties as assigned

Stop Loss Analyst

Implementation Specialist

• In this role, the Implementation Specialist is responsible for carrying out and overseeing various aspects of that software implementation process, including needs analysis, configuration, testing, training, and presentation of the software to customers and/or their employees, as well as post-implementation support.
• The incumbent may be placed in primarily an implementation or customer support (post-implementation) role and may move between the two, as needed by the business.
• The Senior Implementation Specialist interacts directly with customers.
• How You Will Contribute: Create and configure new and existing moderately (or greater) complex customer websites (using third party software), following established SOPs and best practices.
• Responsible for final testing and auditing of own and others configured of moderate complexity software to ensure proper functioning, with oversight.
• Assist with providing guidance on the development of SOPs
• Build courteous and successful relationships with customers, vendors and carriers to improve customer retention.
• Primarily responsible for documentation of renewal, sales, and insurance operations compliance documents into the sales management database.
• Assist with the education of customers’ HR administrators on benefits programs, legislation, and regulatory requirements, with respect to assigned software, with very limited oversight.
• Assist with training customers’ HR administrators on assigned software, with very limited oversight.
• Provide direct and indirect (through teammate development) daily support to assigned customers and/or customers as directed
• Maintains a functional knowledge of health and benefits products, services and tools in order to appropriately configure and test software tools.

Implementation Consultant

• Function in a project oversight role comparable to an executive sponsor or engagement partner where the project manager delivers the day-to-day project management services
• Lead the engagement by supporting the herronpalmer project team assigned and engaging with the most senior members of the client’s staff associated with the project (when appropriate)
• Provide guidance to the day-to-day project leads from both herronpalmer and the client staff
• Review and sign off on all client deliverables, unless those responsibilities have been fully delegated to the project manager
• Support key client meetings as needed, such as selection of the RFP candidates, preparation of the scope of services document, selection of finalists, review of the best and final offer and contract award discussion
• When assigned as the day-to-day project manager: Lead benchmarking, RFP, contracting, audit, implementation and/or relationship remediation projects coordinating with the Managing Director and/or others as necessary
• Lead the gathering and assimilation of client- or project-specific data into project document templates
• Manage formal project communication/interaction with service provider candidates and client
• Oversee summarization of RFP responses which are delivered via side-by-side analyses; review, edit and approve drafts prepared by analysts
• Facilitate client discussions (meetings or calls) related to benefit outsourcing scope of services requirements, customization of performance standards, contract terms, development of RFP questionnaires, RFP candidates, finalist selection, Mutual Value Discovery and site visit results, best and final offer outcomes and selection of the winning bidder(s)
• Interact with client representatives from HRIT, legal, communications and other HR/Benefits functions to achieve project objectives
• Travel to the client site with the project team as needed - may include traveling on weekends and (occasionally) international travel
• New Business Development Responsibilities
• Support new business opportunities identified by the Strategic Non-Medical Solutions sales and service organizations and those that come directly to herronpalmer
• While representing the client’s objectives first and foremost, promote a collaborative working relationship with services providers which results in a positive reputation for herronpalmer and a strong pipeline of referrals to prospective clients
• Communicate to the Managing Director and Leadership Team on the status of new business opportunities
• General Responsibilities
• Support internal efforts to increase the efficiency of the services we provide
• Keep detailed and accurate track of time spent each on various tasks each day; especially client-billable work, using the tool provided
• Communicate to the Managing Director and Leadership Team on the status of existing projects and budgets
• Personal Development
• Keep up to date on and engaged with the advisory and benefits industry by taking advantage of herronpalmer provided training, actively seeking expert advice from industry leaders, participating in meetings with service providers and attending approved industry events.

Senior Consultant

• Assess risk, determine appropriate coverage and pricing, and determine renewal underwriting actions for personal lines insurance policies across multiple lines of business including home, auto, inland marine, umbrella, & other lines.
• Develop and implement strategies to retain existing clients, including conducting policy reviews, identifying coverage gaps, and offering tailored solutions.
• Maintains knowledge of all markets available to maximize opportunities to negotiate placements.
• Provide exceptional customer service by addressing client inquiries via email or phone, resolving issues, and ensuring positive client experience.
• Analyze client information and assess risk factors to make informed underwriting decisions (including accepting or declining risks based on own analysis of options).
• Ensure all underwriting activities comply with Quality Control guidelines, company policies, industry regulations, and legal requirements.
• Perform additional job functions/responsibilities as assigned.