Brown & Brown Insurance

Operations

• Responsible for the productivity, quality & staffing of the Employee Benefits service operations unit.
• Identify training needs and developmental requirements for personnel, assisting in the motivation, training and the operational development of the staff.
• Work with individuals to sharpen and strengthen these skills.
• Oversight of all Quality Control polices, guidelines and serve as the Quality Control liaison with the region as well as our corporate team.
• Train team on internal procedures and workflows.
• Work alongside PCL and other department team leads in planning and budgetary functions in order to make recommendations or meet objectives.
• Responsible for the on-going development & adherence of the operational processes and procedures of the department.
• Responsible for the on-going development & management of the departments template library & procedure manual.
• Collaborate with the sub-department leads on implementing and integrating services necessary to retain and grow overall client base and department revenue.
• Fostering an understanding and providing oversight of carrier/vendor/third party administrator, administrative relations & systems, including key alliances needed to deliver services to clients.
• Oversee the annual enrollment process including content development, collaboration with key stakeholders, vendor management, meeting logistics and delivery, and overall project management.

Employee Benefits Operations Leader

Inside Sales

• Handle inbound/outbound phone calls to Quote/Bind new business policies
• Navigate through several rating systems simultaneously
• Track monthly production to reach Quote, Bind Ratio and Premium Goals
• Assist Field Sales to Follow-up on Select Sales Opportunities
• Meet/Exceed Monthly Goals Established for the Instant Quote Team
• Answer 20 – 30 New Business Quoting/Binding calls per day

Learning and Development

• Conduct learning needs analyses for assigned projects to identify performance gaps, audience characteristics, and instructional requirements.
• Define clear and measurable learning objectives that align with organizational goals and guide the design of instructional solutions.
• Design and develop learning experiences across multiple modalities, including on-demand eLearning, virtual instructor-led training (vILT), and live in-person instructor-led sessions, ensuring alignment with adult learning principles.
• Collaborate with stakeholders, cross-functional partners, and subject matter experts to co-create effective, engaging learning solutions and ensure content accuracy throughout the design process.
• Manage project tasks, timelines, milestones, and deliverables to ensure learning solutions are completed on schedule and meet defined quality standards.
• Evaluate the effectiveness of learning programs through assessments, surveys, learner analytics, and stakeholder feedback, and recommend improvements based on data.

Learning & Development Specialist

Account Manager

• Service and maintain an assigned book of business
• Provide direct customer service support for commercial lines clients
• Maintain accurate and timely documentation of communications and insurance documents as required
• Work closely with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
• Develop and foster quality relationships with clients and team members
• Review, analyze and resolve policy and coverage-related concerns for clients
• Consistently meet all Brown & Brown established quality control Procedures and Timelines
• Compile and create proposals, summaries and additional documents as requested
• Actively participate in social, civic, and trade organizations to represent Brown & Brown's community/client commitment

Commercial Lines Account Manager

Business Development Rep

• Follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies.
• Handle all customer inbound, digital binding requests, and related customer follow-ups in a timely fashion.
• Outbound dialing will be required to contact warm leads.
• Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and obtaining any additional items to complete the binding process.
• Learn underwriting appetites for multiple insurance carriers and attend training to master various insurance carrier quoting portals.
• Maintain current knowledge of our guidelines and procedures through provided training, materials, and educational resources.
• Responsible for keeping P&C license and continuing education up to date and within good standing.

Business Development Specialist

Actuary

• Support a diverse range of actuarial or analytical projects and effective client deliverables
• Responsible for technical actuarial work and peer review, ensuring timeliness and quality of work
• Mentor and develop junior members of actuarial and analytical team
• Collaborate with actuarial leadership in the design and execution of complex analyses, ensuring adherence to actuarial standards by selecting appropriate data sources, developing assumptions, recognizing considerations, and providing actionable insights.
• Assist in development and implementation of practice development initiatives.
• Assist in building scalable and dynamic models and work processes.
• Foster strong cross-functional relationships with other RSC teams to ensure accurate, timely teamwork and project execution

Actuarial Consultant

Consultant

• Create and develop detailed project plans with clear guidance, task assignments, and required timelines.
• Leverage real-world data and statistical modeling to recommend, test, validate, and track supporting health economics and outcomes research, return on investment (ROI), and healthcare benefit models for client businesses.
• Analyze complex claims and healthcare data sets to identify trends, patterns, and insights.
• Create and present reports, dashboards, and visualizations to communicate findings to stakeholders.
• Support Health Technology Assessment of point solutions, programs, and initiatives.
• Codevelop and implement data collection strategies, design, and maintain databases.
• Collaborate with cross-functional teams to define data requirements and ensure data accuracy and integrity.
• Stay up to date with industry trends and best practices in data analysis.
• Use professional judgment to troubleshoot suboptimal solutions and data anomalies.
• Build predictive models to accurately analyze potential outcomes and cost-savings for a given initiative(s) or event(s).
• Build and document analytical pipelines in SQL, Python and R.
• Develop and maintain effective cross-functional working relationships to ensure 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.
• Identify opportunities for process improvement and efficiency.
• Build and maintain client relationships.
• Support the development and training of team members and colleagues.

Senior HEOR Consultant

• Support a diverse range of actuarial or analytical projects and effective client deliverables.
• Develop an understanding of core actuarial concepts and their applications to tools and best practices.
• Identify and bring attention to data issues and outliers in results.
• Provide actuarial support to internal business partners on client deliverables.
• Develop presentation materials and communicate results to stakeholders.
• Assist in the development of actuarial models.
• Foster strong cross-functional relationships with other B&B teams to ensure accurate, timely teamwork and project execution.

Health Care Actuarial Analyst

Analyst

• Execute and support detailed project plans with clear guidance, task assignments, and required timelines
• Leverage real-world data and statistical modeling to recommend, test, validate, and track supporting health economics and outcomes research, return on investment (ROI), and healthcare benefit models for client businesses
• Conduct hypothesis testing demonstrating and applying a robust understanding of non-random treatment assignment and appropriate control group selection
• Collaborate on the translation of business questions into a study design or experiment
• Analyze complex claims and healthcare data sets to identify trends, patterns, and insights
• Design and present reports, dashboards, tables, and figures that clearly communicate concise findings and business strategy recommendations based on completed projects to stakeholders
• Support Health Technology Assessment of point solutions, programs, and initiatives
• Codevelop and implement data collection strategies, design, and maintain databases
• Collaborate with cross-functional teams to define data requirements and ensure data accuracy and integrity
• Stay up to date with industry trends and best practices in data analysis
• Use professional judgment to troubleshoot suboptimal solutions and data anomalies
• Build predictive models to accurately analyze potential outcomes and cost-savings for a given initiative(s) or event(s)
• Build and document analytical pipelines in SQL, Python and R
• Develop and maintain effective cross-functional working relationships to ensure 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
• Identify opportunities for process improvement and efficiency
• Build and maintain client relationships
• Support the development and training of team members and colleagues.

HEOR Analyst – Consultant

• Provide high quality customer service while assisting in the coordination of services between the client and the insurance company.
• Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.
• Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
• Collects and analyzes client exposure data.
• Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews.
• Provides leadership to others on team and at company.
• Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s).

Property Account Manager

Administrative Assistant

• Provide support activities to the Bridge Pointe Administration team and Structured Settlement teams
• Prepare and track settlement quotes, premiums, and payment schedules
• Maintain accurate case management records
• Generate denial letters and prepare for mailing by Document Solutions Team
• Audits Quotes being entered by Operations Support Team
• Daily Customer Service with medical providers and members

Medical Administrative Coordinator

Underwriter

• Manage internal 59-day list, assist Underwriting and Accounting teams in processing 59-day notices.
• Management of surplus lines tax filing queries.
• Process Audit tax filings within management system.
• Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests.
• Renewal solicit management.
• Reconcile binding subjectivities and requirements.
• Other Duties as Assigned.

Underwriting Assistant

Account Executive

• Build, maintain, and manage relationships with clients, prospects, carrier partners, and internal teams.
• Identify coverage gaps and provide clients with appropriate insurance solutions.
• Conduct loss analysis, coverage reviews, policy form evaluations, and assist with claims questions.
• Handle policy servicing tasks including endorsements, invoicing, certificates, premium details, and policy changes.
• Manage the full renewal process, including analysis, negotiation, proposals, and binder delivery.
• Grow the book of business through networking, referrals, and cross‑selling opportunities.
• Support the sales team in new business meetings and onboarding new clients.
• Develop and present educational materials that add value for clients and prospects.
• Resolve complex client disputes related to claims.
• Ensure compliance with internal standards, legal requirements, and client expectations for policies and documentation.
• Promote teamwork, uphold agency guidelines, maintain performance standards, and complete additional assigned duties.

Commercial Lines Account Executive

Accounts Payable

• Oversee departmental results and coordinate overall team productivity.
• Delegate and manage workflows involving commissions, taxes, return premiums, overpayments, and other key accounting tasks.
• Ensure timely payments to insurance companies and maintain low payables over 90 days.
• Issue direct bill commission payments to agents after AR confirmation.
• Manage uncashed checks and state surplus lines tax filing processes.
• Oversee accurate and timely vendor/supplier payments while maintaining strong vendor relationships.
• Review and approve teammate expense reports promptly while ensuring compliance with company policy.
• Maintain accurate and current contact listings for carriers, insurance vendors, and agency/ direct bill partners.
• Continuously optimize payable processes and maintain updated SOPs.
• Support audits by gathering required documents and coordinating responses as needed.
• Lead, train, and develop the ICP team, including scheduling, performance reviews, and coverage for absences.
• Handle escalations, manage complex cases, and communicate effectively with internal teams, brokers, and providers while supporting month‑end close activities.

Accounts Payable Team Leader

Administration

• Provides customer service inside agency office under the direction of Account Executive, Producer and/or department Manager.
• Assists Account Executive and Producer in obtaining information from the client/prospect for new and renewal marketing.
• Perform tasks such as but not limited to; preparing RFP’s, spreadsheet carrier quotes, preparation of formal proposal, carrier communication as it relates to quote.
• Provides answers to employers regarding general administration and health policy questions.
• Assists employers and employees with resolution to claim questions and problems.
• Assists Account Executive with maintenance of customer files.
• Prepares employee benefit guides and other client-facing materials under the direction of the Account Executive.
• Maintains and updates client accounts in a variety of benefits administration systems.
• Provides support for client Open Enrollments.
• Maintains current knowledge of industry changes and trends.