Brown & Brown Insurance

Operations

• Daily intake, transformation, validation, configuration, and loading of claims and EOB data
• File intake and organization
• Data standardization & short-term file corrections
• System processing, validation, & reconciliation
• Client & policy configuration
• Vendor transition & knowledge transfer
• Partnering with IT during modernization (operator, analyst, & QA role)

Healthcare Data Analyst

Producer

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
• Follow-up to address client needs and resolve any problems or issues.
• Train client personnel as necessary or as instructed by Regional Manager.
• Ensure proper resources from within the organization are involved with the client and introduce new products, where appropriate.
• Provide weekly action reports along with leads and opportunities timely as instructed by Team Leaders.
• Present proposal to clients, ensuring all appropriate team members and resources are represented/attend.
• Follow Agency guidelines, policies, and procedures.
• Remain up to date with current market conditions and status of competition.
• Perform other duties as assigned.

Consultant

• Lead client engagements focused on advanced primary care, onsite clinic optimization, and direct contracting strategies
• Conduct health center data analysis, including claims analysis, breakeven modeling, and strategic recommendations
• Design and manage end-to-end RFP, including strategy sessions, vendor evaluation, finalist facilitation, BAFO coordination, and contract negotiations
• Develop multi-year strategic roadmaps with defined goals tied to utilization, engagement, clinical outcomes, and financial ROI
• Oversee vendor accountability, performance guarantees, staffing model audits, and operational effectiveness
• Facilitate stakeholder alignment sessions with HR, Finance, Procurement, and Executive Leadership
• Support implementation and transition processes to ensure seamless clinic go-live and operational stability
• Contribute to business development efforts by supporting producer strategy and client solution discussions
• Maintain subject matter expertise in advanced primary care, occupational medicine integration, and employer-sponsored care models

Associate Consultant

Account Executive

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Commercial Insurance Sales Executive

Insurance

• Conducting telephone appointments with qualified and interested clients.
• Researching plans through internal plan selector tools.
• Enrolling clients into appropriate Medicare plans.
• Delivering phenomenal service to our clients while meeting sales goals.
• Additional duties as assigned.

Licensed Insurance Agent – Medicare

Program Manager

• Support the initial phases of sourcing global employee discounts, including tracking and vetting client/employee referrals
• Creatively identify ways to meet client needs where vendor programs do not yet exist
• Develop and execute implementation and integration strategies for new and/or changing programs, processes and vendors; such as country launch plans and communication campaigns
• Liaise with internal teams and external vendors to handoff deliverables with tight timelines
• Drive consistent project management support for concurrent and complex benefit projects by translating business needs into project plans; building business requirements, timeline, deliverables and quality standards
• Serve as day to day project lead, ensuring progress of project team against established goals
• Trouble shoot and bring issues to resolution
• Define and develop metrics to track progress on long and short-term program goals and priorities
• Provide exceptional customer service while establishing efficient processes for partner support
• Responsible for bridging cross-functional teams to improve the performance and efficiency of global programs

Employee Benefits Program Manager – Client Dedicated Role

Financial Planning and Analysis

• Lead full cycle recruiting for Finance positions across all levels of positions, from interns to senior leadership.
• Partner with hiring leaders to understand short- and long-term workforce needs and develop strategies to meet talent needs.
• Develop tailored and creative sourcing strategies to ensure high visibility of roles and attract diverse and highly qualified Finance professionals.
• Advocate for best-in-class candidate experience.
• Generate leads by utilizing a variety of job boards, sourcing tools and channels, including LinkedIn Recruiter, ZoomInfo, Indeed, Handshake, networking, employee referrals, diversity partnerships and professional associations.
• Leverage resources to recruit the highest caliber candidates through online social networking, community involvement, career and job fairs, professional networking, and local media sources.
• Develop a network of candidates and nurture prospect pools and pipelines.
• Advise hiring leaders of talent trends and best practices for evaluating Finance talent.
• Assist with internal hiring efforts by assessing teammates for different or more senior positions.
• Lead or contribute to recruiting projects and events.
• Utilize the talent CRM to log all activity, notes, track and analyze recruiting metrics to drive continuous improvement and provide data-driven insights.
• Leverage technology, apply AI and data-driven recruitment practices to improve talent identification, efficiency and candidate experience.
• Apply company programs, practices and procedures related to the recruitment cycle in compliance with federal, state and local law.
• Work closely with other Regional Team Resources teammates to facilitate a smooth onboarding process for new teammates.

Enterprise Talent Acquisition Partner – Finance

Risk

• Partner with production teams on account management, renewal negotiations, special projects, and resolution of risk control issues, working closely with other Brown & Brown teammates.
• Provide risk control services including consulting, training, group presentations, hazard analysis, and regulatory assessments.
• Oversee carrier risk control representatives and third-party safety vendors in the development and execution of risk control programs and services.
• Conduct assessments for workers’ compensation, general liability, and auto liability to support safety, risk management, and regulatory compliance.
• Manage multiple projects and tasks simultaneously with flexibility and efficiency.
• Maintain up-to-date knowledge of clients’ business operations, goals, and programs.
• Continuously expand expertise in policy coverage, regulatory requirements, and industry risk control trends.
• Operate within a continuous improvement framework to enhance service delivery and outcomes.
• Other duties as assigned.

Risk Control Consultant

• 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 making telephone calls, writing letters, or through personal visits.
• Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
• Work in tandem with the Commercial Lines Team for proposals, RFPs etc. with a clear course of action noted.
• Develop, present and sell new business proposals to appropriate prospects.
• Gather necessary information and develop, deliver and sell renewal proposals.
• Comply with account quality and size standards established by the agency.
• Perform periodic service calls on all accounts and provide or coordinate customer service requests.
• Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
• Sell additional coverage to existing clients.
• In conjunction with the service team, manage ICR process.
• Attend and actively participate in regular sales meetings.
• Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
• Assist the marketing department in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers.
• Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
• Achieve educational and professional development goals established by agency management.
• Leverage CRM to identify, target, and contact prospective clients.
• Ensure CRM is maintained with all activity on a regular basis.
• Maintain a professional demeanor and actively support and promote a positive public image for the agency.
• Pursues a course of personal, professional development.

Lawyers Professional Liability, LPL Producer

Communications

• Lead the creation, execution and reporting of comprehensive communications strategies (internal and external) that align with company goals, brand and culture.
• Oversee global communications, coordinate across divisions and audiences to ensure quality and consistency across all owned, earned and shared channels.
• Develop communications to keep teammates informed and engaged, including managing our intranet (SharePoint), newsletters and all-teammate meetings.
• Lead the development of materials for internal meetings, and strategic initiatives that contribute to our thought leadership internally and externally.
• Lead global PR to reinforce our brands and increase awareness.
• Coordinate communications with enterprise marketing teams, including M&A, investor relations, teammate and crisis communications.
• Collaborate with key stakeholders to ensure alignment of communications initiatives and business priorities.
• Work closely with marketing teams to align priorities, coordinate efforts, and leverage stakeholder insights for effective communications planning.
• Define and track communications Objectives and Key Results (OKRs).

Vice President, Communications

Digital Marketing

• Lead the development, launch and ongoing management of our website(s) and expanded Martech capabilities.
• Lead a digital marketing function and work effectively with cross-functional teams and business partners to optimize performance.
• Partner closely with Data and IT to deliver our MarTech roadmap and enhance the digital customer experience.
• Integrate marketing technology to streamline operations, support customer preferences, and enable data-driven decision-making.
• Track key performance indicators (KPIs) to measure the effectiveness of digital marketing initiatives and continue to optimize performance.
• Partner closely with IT and Legal to maintain digital marketing compliance, manage and respect customer preferences, and enable relevant digital marketing communications.
• Stay up to date with industry trends and emerging technologies to continuously improve digital marketing strategies and business outcomes.
• Collaborate with key stakeholders to ensure alignment of digital marketing initiatives and business priorities.
• Work closely with Data and IT teams to leverage market insights for strategic decision-making.
• Support the broader marketing team by contributing to coordinated planning and department priorities.
• Be a hands-on leader willing to dive into details and work alongside teammates to achieve goals.
• Define and track digital marketing Objectives and Key Results (OKRs).

Vice President, Digital Marketing – MarTech

Chief Marketing Officer

• Establish workflows to increase efficiency and productivity.
• Ensure operations are scalable, repeatable, and effective at meeting business partner needs.
• Manage progress across key priorities aligned to business goals, ensuring resources are allocated efficiently, teams are informed, and issues are escalated and resolved.
• Oversee marketing analytics. Develop dashboards and reports for KPIs, providing visibility into marketing performance, insights, and business impact.
• Collaborate with marketing leaders and key stakeholders regarding priority initiatives and processes to ensure seamless operations.
• Work closely with marketing teams to track priorities aligned to business goals.
• Support the broader marketing team by contributing to coordinated planning and department priorities.
• Be a hands-on leader willing to dive into details and work alongside teammates to achieve goals.
• Track marketing Objectives and Key Results (OKRs).

Director of Marketing Operations – Reporting

Product Manager

• Lead development pipeline for Commercial Programs
• Drive continuous improvement of products
• Collaborate with teammates across divisions
• Enhance end-to-end customer journey
• Conduct annual review process for products

Insurance Product Manager – Commercial

Account Manager

• Process and check renewal policies.
• Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.
• Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.
• Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals.
• Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities.
• Redeliver returned mail and update customer contact information.
• Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests.
• Provide back‑up support to other Account Managers as assigned.
• Maintain favorable relationships with clients, producers, and employees.
• Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.
• Assist with billing questions and payment processing.
• Complete mortgage and lienholder verifications.