Brown & Brown Insurance

Account Manager

• Support the onboarding of new clients ensuring accurate set up within the Brown & Brown system
• Manage the RFP/procurement and market-check process for assigned accounts
• Assist with contract reviews and PBM contract negotiations
• Manage the audit process for assigned accounts
• Assist with Pharmalogic reporting including the evaluation of client utilization, trends and key findings
• Support and manage any client transitions to a new PBM
• Manage the strategic and tactical client relationship thus ensuring retention of clients and associated revenue
• Manage MSA/SOWs and subsequent renewals
• Manage issue escalation and resolution of any pharmacy related issues
• Responsible for the documentation of all key agreements, deliverables and client correspondence

Client Engagement Account Manager

• Collaborate with account executive to ensure client receipt of all Work-Client Deliverables
• Works independently in providing day to day overall customer satisfaction and proactive service response
• Responsible for managing and executing work product protocols including compliance requirements
• Actively apply industry knowledge both internally (through Benchmarking analysis) and independently
• Active team player with professional demeanor, supporting all of Client Management
• Ability to work independently for day to day servicing of each client.
• General understanding of all funding arrangements (Fully Insured, Level-Funded, Self-Funded)
• General understanding of client financials & client compliance requirement
• Effectively and efficiently manages client specific projects, in conjunction with Account Executive
• Willingness and ability to support client and Account Specialist in claim & eligibility management
• Strong presentation skills and professionalism, in support of Account Executive
• Client Lead on accounts under 100 Full-Time-Equivalent employees (assumption that claims are not available)
• Development and accuracy of Client Communication materials for Open Enrollment as well as throughout the year
• Effectively implement, manage and apply various client-support vendors, ie; Compliance, FSA, HRA, HAS, or other outsourced vendors
• Overall support and accountability for client retention
• Responsible to update and maintain accuracy of agency management system
• Perform other job duties as assigned.

Employee Benefits Client Account Manager

Account Executive

• Cold calling, lead research, and networking to find potential clients.
• Presenting LTC products and services to potential clients.
• Suggesting suitable LTC solutions tailored to client needs.
• Educating prospects about LTC insurance.
• Engaging with clients via email, phone, video conferencing, and in-person meetings.
• Establishing positive relationships with clients.
• Creating own proposals, preparing quotes, sales presentations, and updating CRM tools.

Regional Sales Consultant

Recruitment

• Serves as an expert for recruiting candidates within an assigned area/region by maintaining awareness of market salaries and benefits of local competitors and identifying staffing trends.
• Partners with hiring team leader to determine staffing needs and ensure understanding of the requirements and expectations for those needs.
• Works closely with other Regional Team Resources teammates to facilitate a smooth onboarding process for new teammates.
• Follows up with candidates and hiring team leaders to ensure updated information on the interview process status.
• Develops creative recruitment strategies to ensure high visibility and attract qualified candidates.
• Leverages resources to recruit the highest caliber candidates through online social networking and job boards, community involvement, career and job fairs, professional networking, internal referrals, and local media sources.
• Develops network of candidates and maintains an internal database of all qualified candidates.
• Screens resumes, administers the appropriate assessments and reference/background checks, suggests recommendations for hire (or not hire), and assists in the delivery of employment offers for both exempt and non-exempt position openings within an assigned area/region.
• Assists with internal hiring efforts by assessing teammates for different or more senior positions.
• Develops and maintains an excellent relationship with internal team leaders and external clients to ensure achievement of staffing goals.
• Works with hiring team leaders to ensure compliance with all federal and state laws and regulations.
• Manages resumes and applications according to Brown & Brown retention policy.

Regional Talent Acquisition Partner

Controller

• Oversee timely, accurate month‑end and quarter‑end close processes in compliance with corporate and regulatory deadlines
• Manage consolidation of financial data across divisions to support reliable internal and external reporting
• Provide technical accounting guidance, including revenue recognition (ASC 606) and other complex accounting matters; research compliance issues as needed
• Prepare, review, and approve journal entries; coordinate and prepare financial statements
• Perform and review monthly CSA packages in accordance with the Brown & Brown internal control framework
• Analyze balance sheet and income statement accounts, identify variances or trends, and drive corrective actions and continuous improvement
• Develop, implement, and monitor internal controls to ensure compliance with GAAP, audit standards, and public‑company requirements
• Oversee transactional processes including accounts receivable, accounts payable, cash controls, and bad‑debt mitigation in partnership with client and accounting teams
• Evaluate accounting processes and leverage automation to improve efficiency, strengthen controls, and support operational scalability
• Partner with finance and operational leadership to deliver reporting, analytics, and insights supporting growth and performance; support acquisition integrations as needed
• Lead and contribute to special projects, manage multiple priorities, and meet evolving business needs and deadlines
• Build and develop high‑performing teams through recruiting, training, coaching, professional development, and ongoing education; perform other duties as assigned.

Assistant Controller

Consultant

• Coordinate with business development teammates to properly transfer sales cycle knowledge for each new implementation the IPM will manage.
• Drive exceptional, consistent project management for concurrent projects.
• Translate business needs into comprehensive project plans including objectives, timeline, deliverables, budget and quality standards for the entire life cycle of the project.
• Serve as the day-to-day project lead, ensuring the progress of teams against established goals.
• Coordinate with leaders to secure needed resources based on availability and talent needed.
• Communicate closely with account teams and customer contacts throughout the implementation so that all parties understand tasks, deadlines and items that put timelines at risk if delays occur.
• Manage customer expectations and raise appropriate issues to Director of Operations and other leaders.
• Drive results with all parties (EBTech/account team/customer/carriers)
• Develop a trusted advisor relationship with customer contacts through efficient, quality execution of projects, effective communication, and value-added consulting advice
• Train customers on use of new tools and approaches
• Follow organizational and line of business processes, protocols and quality standards in the development and deployment of solutions.

Project Consultant

Sales Development Rep

• Conduct high-volume outbound calling (100–120 calls per day) to engage decision-makers.
• Generate qualified meetings for Producers across Employee Benefits, Property & Casualty, and Workers’ Compensation.
• Build and maintain targeted prospect lists to support focused outreach campaigns.
• Research, identify, and qualify new business opportunities using digital tools, data sources, and industry insights.
• Maintain 100% accurate CRM documentation, including all activities, follow-ups, notes, and meeting outcomes.
• Execute structured outreach sequences via phone, email, and LinkedIn to meet and exceed activity and meeting KPIs.
• Collaborate closely with Producers to align outreach messaging, share insights, and support joint prospecting strategies.
• Participate in coaching sessions, power hours, objection-handling training, and weekly performance reviews.
• Support industry-specific prospecting initiatives and coordinated outbound campaigns.
• Uphold Brown & Brown’s service standards while representing the organization with professionalism and integrity.

Sales Development Representative

Actuary

• Lead client relationships, serving as the primary actuarial advisor on complex healthcare initiatives.
• Translate analytical findings into strategic recommendations for executive-level stakeholders.
• Oversee the delivery of high-quality, timely, and actionable client deliverables.
• Direct the design, execution, and peer review of advanced actuarial analyses, ensuring adherence to professional standards.
• Lead development of assumptions, methodologies, and models for pricing, reserving, forecasting, and program evaluation.
• Oversee the creation of scalable, dynamic actuarial models and analytical tools.
• Mentor, coach, and develop junior and mid-level actuarial staff.
• Partner with actuarial leadership to drive practice development initiatives.
• Foster strong cross-functional collaboration across RSC teams.
• Evaluate emerging healthcare trends, funding arrangements, and care delivery models.
• Lead actuarial components of innovative product design, network optimization, and care management evaluation.

Senior Health Care Actuarial Analyst

• New Business development, including quotation and binding cover
• Converting new business enquiries in line with or in excess of company targets
• Checking covers, warranties, endorsements to ensure that they are correct and in line with quotations provided
• Preparing market presentations
• Mid term adjustments
• Cross selling other products
• Incoming and outbound call handling
• Data input
• Managing personal work workflow effectively and efficiently
• Maintaining a complete and comprehensive training record
• Sharing ideas or suggestions for business improvement with management
• Advising manager of any backlog in work in a timely manner

Commercial Motor Account Executive

QA Engineer

• Conduct internal quality assurance testing of benefits administration sites to validate data accuracy, plan configuration, eligibility rules, and system functionality prior to client delivery, ensuring all requirements and internal standards are met.
• Support and guide external client testing (UAT) by preparing test scenarios, assisting clients during the QA process, documenting issues, and coordinating with internal teams to resolve defects before go-live.
• Assist less senior teammates with development low to moderate complexity sites.
• Utilize project management tools to manage implementations.
• Audit and upload data for moderately (or greater) complex new client website implementations or on an ongoing basis for existing clients.
• Works with senior teammates to manage and coordinate the EDI/file integration projects relating to new site implementations and renewals.
• Responsible for final testing and auditing of own and others configured of moderate complexity software to ensure proper functioning, with oversight.
• Takes accountability for individual quality assurance on moderate complexity builds.
• Primarily responsible for providing training and mentorship of less senior teammates.
• Works on moderate complexity (or greater) client projects.
• Participation in client meetings as needed.
• Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards both individually and through teammates.
• Assist with providing guidance on the development of SOPs provide SOP process improvement considerations based for aligned platform.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology.
• Pursues a course of personal and professional development.

Senior Benefits QA, Data Specialist

Financial Planning and Analysis

• Complete monthly journal entries
• Review, verify accuracy of, and approve journal entries
• Review and approve cash disbursements
• Perform full cycle month end close functions in Agency and ERP systems
• Reconcile balance sheet and other accounts monthly and as needed
• Manage and coordinate month end close process with other members of the GL Accounting team
• Review reconciled bank accounts
• Ensure all support for transactions is processed and filed accurately and timely
• Complete full cycle month end close for assigned portfolio of ~$200M annualized revenue
• Prepare submission of documents as required by established controls (Archer CSAs)
• Maintain fixed asset roster
• Verify accuracy of and approve supplier invoices
• Assist with the calculation of ASC 606 monthly and quarterly entries
• Analyze results to verify accuracy of financials
• Effectively communicate financial results with other Finance Leaders
• Build courteous and successful relationships with various office staff to maintain efficient practices.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.
• Other duties as assigned

Finance Leader – Accounting

Director

• Providing project management to lead Brown & Brown PBM client relationships.
• Overseeing implementation and ongoing processes of client deliverables and projects
• Conducting quarterly reviews with clients
• Responding to ongoing client issues and other client/partner requirements
• Participate in vendor management activities including escalation and resolution of issues on behalf of client
• Development of project plans taking into consideration the overall team and client expectations
• Coordination of RFPs, renewals, and market check projects for assigned client relationships
• Manage client engagement teammate within NPT
• Engage in recruiting and selection process
• Provide mentorship and training
• Support the pharmacy analytics department in drug claims data analysis involving pharmacy client relationships and projects.
• Including but not limited to: Detailed analysis of pharmacy utilization and financial performance to provide key insights to clients for trend management
• Using reporting and output to identify key areas of focus, costs and trends to research and question data further
• Providing commentary and recommendations based on the results to clients on an ongoing basis
• Peer reviewing analyses for quality assurance
• Coordination with PBMs and external vendor partners to receive necessary data, information and responses
• Adhering to project timelines including requests and follow up to ensure all data is received according to project plans
• As a part of renewals, RFPs, and market checks – perform contract review and negotiation with selected PBMs and vendor partners
• Assist in organic growth goals through sales opportunities with NPT and existing clients.
• Upsell of additional pharmacy services and pursue cross-sell referrals to broader Brown & Brown departments for non-pharmacy services opportunities.

Director, Client Engagement

Collections

• Responsible for managing the full lifecycle of Social Security Disability Insurance (SSDI) fee‑related activities, including invoice follow‑up, fee petition preparation, and communication with the Social Security Administration (SSA).
• Ensure timely payment of outstanding SSDI invoices by proactively contacting SSA Payment Centers, maintaining detailed collection notes, and responding promptly to inquiries from SSA representatives, claimants, and customers.
• Call the Social Security Administration ("SSA") Payment Centers for status checks on outstanding Social Security Disability Insurance ("SSDI") invoices.
• Analyze documents, and respond to SSA, claimants and customers on all fee related correspondence.
• Prepare SSDI Fee Petition Templates and submit to the appropriate SSA office.
• Follow up with the Social Security Administration offices for fee petition payment inquiries.
• Maintain current collection notes in Salesforce on all invoices greater than 30 days.
• Create and maintain extensive contacts throughout all SSA Payment Centers with Benefit Authorizers, Claim Authorizers, and Deputy and Mod managers.

Collections Specialist

Accountant

• Prepares journal entries, reviews general ledger and related financial statements for reasonableness within set deadlines
• Accumulates and analyzes information for the preparation of financial statements, ledgers, and reports on a monthly basis within set deadlines
• Prepares and/or reviews monthly bank reconciliations for bank accounts and addresses reconciling items in a timely manner
• Prepares month-end reports and reconciliations
• Prepares monthly accrual journal entries for expenses
• Reviews and analyzes general ledger account balances
• Answers inquiries from internal and external customers
• Verifies accuracy of accounting data, and makes recommendations for corrections

Staff Accountant

• Prepare renewal letters and questionnaires; follow up on quotes and set up activities.
• Assist with marketing by gathering information and preparing/sending applications; follow up on quotes.
• Complete the Commercial Lines Checklist.
• Request experience mods and worksheets from the bureau.
• Order and track loss runs.
• Proofread proposals, submissions, summaries, and related documents.
• Assemble and collate submissions, proposals, and summaries of insurance.
• Set up policy files and policy books as needed.
• Prepare the first draft of summaries.
• Handle data entry, invoicing, bond processing, and related tasks in AMS360.
• Process routine endorsement requests, issue vehicle ID cards, order MVRs, and issue certificates (Master set up by Account Manager).
• Complete photocopying tasks and support special projects assigned by Account Managers or office managers.