Brown & Brown Insurance

Customer Support

• Handle a high volume of incoming phone calls and chat inquiries while maintaining excellent customer service
• Assist customers in servicing accounts; respond to inquiries in a timely and professional manner
• Navigate a variety of online carrier platforms; assist and train customers in same
• Learn a wide variety of insurance programs; ability to find relevant information to answer customer inquiries accurately and quickly
• Run wildfire and brush mapping reports
• Process non coverage related policy endorsements
• Distribute general email inquiries to appropriate staff members
• Direct phone inquiries to appropriate staff members as needed
• Pursue a program of personal and professional development

Personal Lines Customer Service Representative

Underwriter

• Work with Underwriter, ensuring that all required information is obtained, proper applications are completed
• Provide full assistance and support for the sales and production process
• Work with Underwriter when reviewing risks submitted by Producers
• Review indications, quotes, binders, submissions and policies for completeness and accuracy
• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses
• Order and review inspections
• Issuance of Certificates of Insurance

Underwriting Assistant

Analyst

• Ensures that all information required for the client’s renewal period is gathered in a timely and accurate manner for quoting purposes involving both renewal rates generated by the carrier and renewal rates using online systems.
• Prepares renewal materials including Word documents, PowerPoint presentations and Excel spreadsheets, ensuring accuracy by reviewing and proofreading all materials.
• Assists with meeting preparation by scheduling appropriate participants ensuring timely delivery of renewal information.
• Assists with renewal implementation including confirmation letters, applications, enrollment forms, waivers, and termination letters as well as drafting employee communications, open election forms and benefit summaries.
• Serves as first level of response to client issues ensuring client satisfaction and appropriate follow-up and keeps Account Team informed of all situations and resolutions.
• Develops and maintains solid knowledge of insurance coverages and carrier information by proactively attending carrier provided training sessions and reading carrier generated communications as well as attending internal meetings and information sessions.
• Monitor monthly financials for client including entry of data into client exhibits.
• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
• Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Assists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages.
• Participate in market meetings, seminars and training programs as directed.

Benefits Analyst

Producer

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Prospect sectors or market areas by identifying business needs and proposing company products and services.
• Obtain prospects and actively pursue and create interest by telephone calls, writing letters, or making personal visits.
• Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
• Identify areas for continuous improvement and implement initiatives to increase cost savings, efficiency, or effectiveness.
• Develop and promote strong relationships with prospects and clients
• Achieve pre-determined sales goals

Commercial Lines Sales Producer

Director

• Leadership of TR Business Partners (TRBP): Serves as the primary Team Resources leader for division presidents and senior business leaders, translating business strategy into an aligned human capital vision, priorities, and execution plans across supported businesses.
• Organizational Design, Workforce Planning & Scalable Growth: Implement Team Resources Operating Model throughout business segment.
• Talent Strategy, Succession Planning & Performance Standards : Ensures strong partnerships between TRBP’s and Talent Acquisition team to execute hiring plans, attract high-quality talent, improve hiring outcomes, and minimize use of external agencies except when approved.
• Employment Practices & Compliance: Prioritize tight collaboration between TRBPs and Employment Practices team to deliver proactive, consistent guidance on policy interpretation, documentation, investigations, performance management, disciplinary matters, and risk mitigation; partners closely with Employment Practices and Legal as needed.
• M&A Integration and Change Leadership During Growth: Leads the people side of growth and change, including assigned acquisitions, integrations, divestitures, restructurings, office expansions or consolidations, and other organizational changes, ensuring continuity, cultural alignment, and retention of critical talent.

Director of Team Resources

Vice President

• Define and maintain the Brown & Brown Dealer Services data strategy, ensuring alignment with corporate objectives and digital transformation initiatives.
• Lead the Data & Analytics initiative, establishing best practices, standards, and reusable frameworks.
• Partner with senior executives to identify high-value data opportunities and prioritize strategic investments.
• Oversee governance of data pipelines, ensuring quality, lineage, and compliance across the Brown & Brown Dealer Services ecosystem.
• Collaborate with engineering and architecture teams to design scalable data models and modern data platforms.
• Establish Brown & Brown Dealer Services data definitions, KPIs, and metadata standards.
• Drive the design and deployment of dashboards, reporting suites, and self-service analytics capabilities across Brown & Brown Dealer Services.
• Ensure BI solutions are intuitive, accurate, and aligned with business needs.
• Promote consistent analytics methodologies across teams.

Vice President – Data Strategy

Account Executive

• Accurately review and monitor various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc.
• May be involved in preparation of such documents for complex risks.
• Ensures documents reflect policy coverages as quoted, proposed and bound.
• Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
• Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
• Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Handle a diverse range of insurance products in the Commercial Lines arena
• Submit complete and accurate renewal information to the incumbent carrier(s)
• Prepare Insurance Coverage Review documents
• Bind coverage with the carrier(s) in accordance with the client’s instructions
• Responsible for the day-to-day account management of client accounts

Commercial Account Executive

Compliance

• Identify, assess, and document technology risks across projects, products, and platforms within the Retail portfolio.
• Facilitate the prioritization of technology risks based on business impact, regulatory exposure, and defined risk appetite.
• Conduct risk assessments for new initiatives, including M&A integrations and platform implementations.
• Partner with project managers and product teams to integrate risk mitigation into delivery plans and milestones.
• Ensure risk mitigation strategies align to enterprise risk appetite and portfolio priorities.
• Monitor risk exposure and ensure remediation activities are tracked through completion.
• Ensure alignment with internal policies and external regulatory requirements (e.g., SOX, SOC controls, data privacy standards).
• Support implementation and maintenance of IT governance, risk, and compliance (GRC) frameworks.
• Evaluate and ensure technology policies, standards, and procedures are fit for purpose and aligned to regulatory and business requirements.
• Recommend updates to policies and standards based on regulatory changes, audit findings, and evolving risk landscape.
• Maintain compliance documentation, control narratives, and evidence repositories.
• Monitor and report adherence to policies, standards, and standard operating procedures across the portfolio.
• Support internal and external audit activities, including evidence collection, walkthroughs, and remediation tracking.
• Partner with internal and external Audit to support successful audit outcomes, including SOX compliance, evidence validation, and timely remediation of findings.
• Assess effectiveness of IT controls and identify gaps across applications, infrastructure, and processes.
• Partner with control owners to strengthen control design and execution.
• Drive timely closure of audit findings and control deficiencies.
• Partner with Vendor Management and enterprise third- and fourth-party risk teams to ensure technology-related vendor risks are identified and addressed.
• Incorporate vendor-related risks into portfolio-level risk visibility and reporting.
• Prepare and deliver transparent, decision-ready reporting for governance forums, including Steering Committees and OCIO leadership.
• Provide insights that enable leadership to evaluate risk exposure alongside investment, delivery progress, and business outcomes.

Technology Risk & Compliance Analyst

Account Manager

• Support account servicing by handling certificates, endorsements, policy changes, and client inquiries
• Ensure accurate documentation, assist with renewals and proposals, and help maintain compliance
• Manage a book of assigned accounts
• Attend any required training sessions and courses to pursue insurance designations
• Process certificates of insurance for the team
• Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
• Respond to client emails and phone calls as assigned
• Order loss runs
• Copy and assemble proposals
• Address policy change requests by processing endorsements
• Check policies ensure each policy is delivered to the client within 30 days of receipt
• Review and verify renewals and issue invoices
• Increase revenue by crossing selling and writing new business
• Foster and seek relationships with teammates across all levels of Brown & Brown
• Ensure compliance with government agencies and corporate policies and procedures
• Attend training sessions, courses, etc. to maintain up-to-date skills

Assistant Commercial Lines Account Manager

Data Analyst

• Analyze complex healthcare data sets to identify trends, patterns, and insights.
• Create and present reports, dashboards, and visualizations to communicate findings to stakeholders.
• Isolate healthcare trend drivers and financial impacts associated with client medical claims, pharmacy claims, and other types of healthcare data.
• Perform varying types of analysis including medical carrier network valuations, discount analysis, and benchmarking.
• Leverage real-world, statistical data and modeling to recommend, test, validate, and track supporting health economics, return on investment (ROI), and healthcare benefit models for client businesses beyond traditional methods.
• Develop analytical analytics, data models, reporting, and data mining tools that scale across clients.
• Codevelop and implement data collection strategies, design, and maintain databases.
• Conduct complex analyses adhering to best practice standards by selecting appropriate data sources, developing assumptions, recognizing considerations, and establishing recommendations.
• Collaborate with cross-functional teams to define data requirements and ensure data accuracy and integrity.
• Identify opportunities for process improvement and efficiency through data analysis.
• Stay up-to-date with industry trends and best practices in data analysis.
• Resolve unreasonable results, suboptimal solutions, and data anomalies based on experience and professional judgment.
• Act as a technical expert and advise on strategic data mining techniques used to identify new relationships or patterns in data.
• Consult and provide expertise on new or enhanced product development opportunities including discussions on methodology, data requirements, coding implications, and the viability and profitability of a given proposal.
• Build predictive models to accurately analyze potential outcomes that are likely costs / savings for a given initiative or event(s).
• Develop and maintain effective cross-functional working relationships to assure accurate, timely teamwork and project execution with assigned teams.
• Translate, document, and present approaches, processes, and results of complex modeling and statistical analysis into layperson terms for diverse, internal and external audiences.
• Build and maintain client relationships.
• Monitor market trends, engage in market research, and identify opportunities for initiatives.
• Support the development and training of team members and colleagues.
• Participate in peer review of your own work as well as your colleagues.
• Document all developed work with version controlling and logic documentation.

Senior Consultant, Data Analytics – Network Evaluation

Risk

• Design and implement an overall risk management process for the client.
• Conduct site visits of client premises.
• Manage the process of identifying and assessing the risks affecting the client’s business.
• Oversee, and in some areas implement, the plan of risk control actions (e.g. purchase of insurance or other risk financing options, health and safety measures, liaison with regulators, business continuity plans).
• Organize appropriate risk reporting, internally and externally.
• Monitor, evaluate and challenge the client’s success in managing its risks.

Risk Management Consultant

Consultant

• Act as Co-Service Leader with a VP, Sr Benefits Consultant to oversee all aspects of service delivery across a high-value client portfolio.
• Lead and own the execution of day-to-day client needs, including proactive planning, responsive consultation, and timely resolution of issues.
• Serve as the primary operational and consultative liaison for HR/benefits leaders, working to anticipate challenges and identify opportunities to improve service and program performance.
• Direct the planning, execution, and measurement of H&W benefit strategies in collaboration with clients and the team’s Financial Consultants.
• Present renewals, mid-year plan reviews, and strategic recommendations to client stakeholders.
• Evaluate program performance and cost trends to identify opportunities for improvement, efficiency, and expansion of offerings.
• Partner with the dedicated communications marketing designer to lead the direction, content strategy, and messaging for all employee-facing materials—including Open Enrollment campaigns, benefit guides, FAQs, and digital assets.
• Ensure communication strategies are tailored to client workforce demographics, sensitive topics, and engagement goals.
• Oversee final content review to ensure alignment with client strategy, compliance requirements, and tone/style guidelines.
• Oversee carrier and vendor relationships, ensuring performance accountability, service alignment, and seamless execution.
• Lead and delegate RFP processes, including the evaluation of carrier capabilities, financial competitiveness, and operational fit.
• Drive the planning and implementation of OE, from carrier readiness and employee communications to HR training and post-enrollment analysis.
• Manage the project timeline, delegation, and cross-functional coordination to ensure a seamless OE experience.
• Collaborate with internal Compliance Team to monitor legislative and regulatory updates.
• Deliver actionable compliance guidance to clients and ensure proper documentation and governance.
• Conduct final review and approval of all H&W-related materials and deliverables to ensure accuracy, alignment, and consistency.
• Assess H&W program ROI, utilization, and gaps in existing benefit portfolios; recommend enhancements or new solutions based on client objectives and market trends.
• Continuously bring forward emerging solutions and best practices to evolve client programs.
• Provide clear strategic direction and meaningful content to the internal team’s marketing communications designer, ensuring that employee education materials are aligned with client goals, resonate with diverse employee populations, and drive engagement across benefits programs.
• Collaborate cross-functionally with Benefit Analysts, Financial Consultants, Compliance, and Population Health Team, and Operations to ensure an integrated, high-quality client experience.
• Support business development and account growth through proactive planning, client trust, and strategic recommendations.
• Design and implement scalable service strategies to support the anticipated doubling of client size in the next 4–5 years.

Senior Benefits Consultant – Large Market

Human Resources

• Source, recruit, screen, and schedule interviews for top talent
• Coordinate with hiring managers on job descriptions, talent pipelines, and college partnerships
• Post job openings, utilize Predictive Index (PI) for candidate selection, and develop a strong talent pipeline through networking initiatives and employer branding
• Partner with employees and leaders on employee relations issues, providing coaching and guidance
• Administer and coordinate PI assessments, conduct stay interviews and annual performance reviews and implement improvements for operational effectiveness
• Ensure compliance with employment-related laws and regulations
• Process paperwork, maintain accurate personnel records, and update organizational charts
• Assist with benefits administration and payroll processing (as backup)
• Coordinate with staffing agencies and manage our internship program
• Support the creation and maintenance of company policies, as needed
• Implement HR projects and initiatives as directed by Head of Team Resources, including change management, engagement activities, and coaching leaders
• Demonstrate excellent verbal and written communication skills and collaborate effectively with internal and external partners
• Assist the HR team in coordinating company events and meetings.

Human Resource Generalist

Full-stack Engineer

• Building and enhancing front-end and back-end services using technologies aligned to our current platform landscape.
• Developing secure, maintainable, and well-tested code across user-facing applications, APIs, background services, and supporting components.
• Working within an Azure-hosted, service-based architecture with responsibility for quality, resilience, and operational readiness.
• Contributing to solution design, technical implementation, and continuous improvement of the platforms and services owned by the squad.
• Supporting CI/CD pipelines, automated deployments, and engineering practices that improve delivery speed, safety, and repeatability.
• Participating in agile ceremonies including stand-ups, sprint planning, backlog refinement, retrospectives, and demos.
• Taking part in code reviews, collaborative design discussions, and knowledge-sharing across the team.
• Working closely with QA and product colleagues to ensure features are clearly defined, well tested, and production-ready.
• Contributing to build-and-run responsibilities, including investigation of defects, production support, performance improvement, and technical debt reduction.
• Producing and maintaining clear technical documentation where needed, including implementation notes, service behaviours, and support guidance.

Software Engineer

Marketing

• Markets RFPS Spreadsheets (including review and updating)
• Collect Quotes Spreading quotes from carriers
• Answers carrier questions
• Request renewals
• Participate in pre-renewal meetings.
• Collect 5500 schedule A’s, submit information to vendor, ensure filing is completed for each client.
• Gather membership data for PCORI fees, calculate fees, and send to clients.
• Act as liaison between B&B legal and Oak Brook office
• Send compliance updates to office and clients.