Brown & Brown Insurance

Consultant

• Coordinate and manage RFPs, implementations, and renewals, ensuring seamless collaboration between vendors and internal teams.
• Participate in developing and supporting clients’ strategic plans, aligning solutions with long-term objectives.
• Review compliance and disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations and legal standards.
• Serve as the primary point of contact for ongoing client management, coordinating internal resources and maintaining strong relationships.
• Design advanced benefits strategies in partnership with actuarial, communication, pharmacy, and population health teammates to create innovative solutions for complex client needs.
• Provide project management and technical expertise to ensure successful execution of client initiatives.
• Analyze data and financial metrics, conduct utilization reviews, and perform peer audits to maintain accuracy and quality.
• Summarize analysis and develop actionable recommendations for clients based on data-driven insights.

Health & Benefits Consultant

Data Analyst

• Responsible for delivering actionable insights that enhance client value, drive business growth, and improve operational efficiency.
• Shape and execute the organization’s benchmarking and survey strategies for non-medical employee benefits, including insurance products (Life, AD&D, Disability, Dental, Vision, Voluntary) and related employer practices.
• Develop scalable frameworks, innovative approaches, and data-driven solutions aligned with organizational goals and market trends.
• Act as a strategic advisor to ensure benchmarking and survey initiatives remain relevant, impactful, and collaborative across internal teams and external stakeholders.
• Partner across practices to understand market dynamics and business needs of clients as it relates to structured and unstructured data.
• Define and lead the overall direction of client analytics, benchmarking and survey initiatives in alignment with organizational objectives and industry standards.
• Leverage and elevate business intelligence solutions to deliver meaningful insights and measurable ROI for internal and external clients.
• Lead projects and initiatives across areas of specialization and expertise.
• Design scalable models and frameworks that support current and future-state business needs.
• Make recommendations to leadership for key areas of investment in tools, technologies and other infrastructure.
• Serve as team leader for Analytics Associate, providing direction to ensure seamless execution of benchmarking deliverables.
• Foster a culture of collaboration, accountability, and continuous improvement.
• Actively engage with internal clients to understand their needs and deliver structured benchmarking and analytics information.
• Provide strategic insights that inform client decisions and drive sustainable business growth.
• Design and maintain analytics and benchmarking data integrity, ensuring it remains current, accurate, and insightful.
• Implement innovative approaches to evolve and market data solutions as the business grows.

Director, Data Analytics Consulting

Analytics Engineer

• Develop ETL pipelines in Azure Data Factory to support various types of data loads and business needs.
• Work with the Enterprise Data Management team to create, expand and sustain data procedures with the Data Lakehouse.
• Use Sql to support National Pharmacy Team business/users, create new data deliverables, and enhance current scripts.
• Map data from source to target by applying standardization techniques to ensure accuracy.
• Migrate legacy SSIS packages into Azure Data Factory
• Apply quality assurance practices that minimize errors and/or data discrepancies.
• Perform data resolution efforts if an issue arises.
• Apply database schema concepts that ensure optimally running applications / routines.
• Collaborate directly with internal teammates to take business ideas and develop technical requirements that meet the business request.
• Follow all department procedures, including source control, release, and change management procedures.

ETL Developer

Account Executive

• Proactively develop and execute client benefit program strategy.
• Lead client meetings as appropriate.
• Manage onboarding of new clients.
• Maintain strong product and industry knowledge.
• Develop and sustain relationships with vendors.
• Require reduced guidance from the Team Lead on day-to-day tasks and deliverables.
• Guide and provide insight on team tasks, training, and onboarding.
• Maintain awareness of opportunities for client revenue enhancement.
• Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
• Prepare and audit client benefit statements.
• Adhere to the 2-day advance preparation requirement for meeting materials to support the peer review process.
• Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.

Employee Benefits Account Executive

Administration

• Answer incoming phone calls on assigned programs
• Accurately enter claim information in electronic databases
• Effectively communicate and understand program coverages
• Adjudicate claims based on coverage limits
• Make outbound calls to ensure consumer needs are met
• Work directly with shops to help consumers receive their warranty benefits

Mechanical Warranty Administrator

Vice President

• Broker cyber accounts
• Assist other brokers and producers by attending meetings to identify and quantify cyber and technology risk
• Contribute to new and existing accounts by demonstrating cyber and technology products and services
• Bridge the gap between CISOs and Risk Managers to understand, communicate and assess cyber risk
• Responsible for placement of business
• Develop and maintain relationships with clients and assist in new business prospecting
• Analyze client’s loss exposures and determine coverage needs
• Maintain appropriate state brokers licensing
• Manage daily transactions for an assigned book of business

Senior Vice President, Cyber Broker

Account Manager

• Build, expand and solidify relationships with clients at all levels within the company
• Manage and retain existing book of business
• Continuously achieve all audit and performance standards as outlined by leadership
• Follow-up to address customer needs and resolve any problems or issues
• Manage and maintain agency management system with current required information and documents
• Process daily mail and tasks, including faxes and e-mail, for assigned accounts
• Answer and process all telephone requests for assigned accounts
• Prepare billings and/or invoices on a timely basis
• In conjunction with the Producer, manage ICR process
• Responsible for the end-to-end client service process
• Underwrite new and renewal business in accordance with Carrier Underwriting authority and guidelines
• Review daily, weekly, monthly reports such as expiration and daily downloads Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements
• Keep current with email & tasks
• Meet with clients / walk-ins in the office as needed / upon request
• Attempt to generate new business activity and account rounding
• Follow Agency guidelines, policies and procedures
• Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader.
• Pursues a course of personal, professional development.

Lawyers Professional Liability – Account Manager

Director

• Client Relationship Management : Build trust, rapport, and a deep understanding of client project needs and deliverables while serving as a liaison and internal advocate for clients.
• Scope and Deliverables Development and Management: Prepare written statement of work (SOW) requirements and manage project deliverables from inception to completion.
• Customer Service Excellence : Ensure exceptional service delivery through personal efforts and guiding project team members.
• Strategic Client Support : Provide proactive, personalized, and strategic support to deliver a seamless client experience.
• Stakeholder Engagement : Prepare and lead internal and external meetings with key stakeholders to align objectives and expectations.
• Record Maintenance : Collaborate with associates to maintain accurate, up-to-date documentation of client interactions, milestones, issues, and deliverables.
• Process Standardization : Ensure consistent execution of tools, communication protocols, and project processes.
• Quality Assurance : Conduct reviews to ensure deliverables align with client goals and project requirements.
• Multitasking and Data Analysis : Manage multiple projects, analyze data, and disseminate findings to relevant departments.
• Timely Deliverables : Ensure project deliverables are met with clear and timely communication, in collaboration with colleagues.
• Goal Evaluation and Adjustment : Collaborate with the executive sponsor and project manager to evaluate progress and refine goals as necessary.
• Business Development : Identify additional client engagement opportunities.

• Lead Employee Benefits account management and provide strategic guidance to clients.
• Day-to-day client interaction, oversight of service functions, and administration of marketing and renewal activities.
• Independently advising clients and preparing complex financial exhibits.
• Leading client meetings and developing customized reporting.
• Mentoring team members to ensure alignment with overall strategy and objectives.
• Monitor monthly financials for clients 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 financial projections, large claim analysis, demographics analysis, etc.

Benefits Consultant

Analyst

• Monitor monthly financials for clients including entry of data into client exhibits.
• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
• Assist Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages.
• Provide guidance/training to Analysts.

Senior Benefits Analyst

Call Center Representative

• Handle incoming phone calls and utilize company policies to solve customer concerns
• Administer and resolve all customers’ inquiries
• Provide response to all incoming telephone queries received from customers
• Excellent organization skills with ability to work as a team and independently
• Provide first call resolution
• Problem solving and problem resolution skills

Call Center Associate

• 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.
• Maintain 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.

Personal Lines Brokerage Analyst

• Provide ongoing servicing to existing clients and closely manage the relationships throughout the renewal cycle to ensure retention of the account
• Analyse customer needs and cover and identify any opportunities to strengthen their risk management structures.
• Identify cross-selling opportunities for the Sales team where possible.
• Market and present customer accounts to insurers and negotiate premiums in turn on their behalf.
• Collect and submit any additional information required by underwriters and follow up to ensure placement of the risk.
• Input all information correctly onto Applied Relay and ensure clear and concise file notes.
• Monitor and review business figures (new business, renewals, fees & commission, margins etc) and ensure collection of monies due on the account.
• Mentor and train Account Handlers as required.
• Attend customer meetings with the Sales team on prospects and provide subject matter expert support as required.
• Lead and participate in business projects as they arise.
• Stay abreast of insurer appetites and competitor activity in the marketplace and react accordingly.
• Ensure compliance with all regulatory and legal requirements, Central Bank codes, and Brown & Brown Ireland procedures and business ethics.

Commercial Account Executive – Corporate

Sales

• Develop and acquire additional business revenue from both new and existing dealer clients.
• Manage and retain an existing book of business while pursuing growth opportunities through a defined business plan.
• Rapidly identify client needs and resolve any issues as they occur.
• Provide training to dealership personnel as needed or directed by leadership.
• Ensure proper resources from within the organization are involved with the client and introduce new products and services when appropriate.
• Maintain consistent communication with teammates and dealer partners by utilizing appropriate company resources and software.
• Adhere to all company guidelines, policies, and procedures.
• Remain up to date with current market conditions and competitor activity.

Area Sales Leader

General Counsel

• Manage and direct legal and structuring for all retail matters
• Align retail legal strategy with the goals and strategic vision of the Chief Legal Officer
• Provide strategic support and guidance to the Retail President, keeping them informed of priority legal matters
• Assess and advise the enterprise on legal matters related to retail insurance brokerage operations
• Draft, review, and negotiate a wide range of contracts including broker agreements, vendor contracts, client service agreements, and NDAs
• Support procurement and business development teams with contract structuring and risk mitigation
• Identify potential legal risks and develop strategies to mitigate exposure
• Advise on corporate governance matters, including internal policies, ethics, and compliance programs
• Collaborate with business units, compliance and all enterprise disciplines to align legal strategies with business objectives
• Provide training and education to staff on legal and regulatory topics relevant to retail insurance