Brown & Brown Insurance

Account Manager

• Be accountable and responsible for retention and client relationship management for book of clients
• Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparing submissions, identifying markets, following up for and comparing quotes, preparing proposals, presentations and post-binding activity and documentation
• Participate in strategic internal and external meetings to generate innovative solutions for clients and provide recommendations for an array of commercial lines property and casualty insurance.
• Maintain accuracy of client files, and consistent documentation
• Identify internal resources and utilize them to effectively bring value to clients
• Maintain excellent communication with team, internal and external clients at all stages of account cycle
• Provide sound recommendations and guidance to clients on insurance programs
• Strictly adhere to procedures and deadlines; communicate the same needs to team.
• Invoice and collect premium in a timely manner, in accordance with agency procedures
• Promptly reply to all client requests, including expedited requests for policy documentation such as certificates and ID cards
• 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

Commercial Lines Account Manager

Attorney

• Develop, articulate, and provide advice on the overall intent and meaning behind the regulation/legislation that governs an employee health & welfare benefit plan.
• Work closely with the Vice President of Reg/Leg to implement and direct a strategy to educate, connect, and execute the delivery of important Regulatory & Legislative Strategy guidance and resources to team members across the country.
• Stay abreast of any newly released laws, rules, and regulations related to health and welfare benefit laws.
• Daily, respond to team members/Brown & Brown employee questions related to the laws, rules and regulations related to health & welfare benefit plans.
• Regularly support the Regulatory & Legislative Strategy team by assisting with the Regulatory & Legislative Strategy group inbox daily, and timely respond and deploy resources to Brown & Brown team members' emails from customers.
• Contribute to articles/guides related to the laws, rules and regulations that apply to health & welfare benefit plans for customers.
• Contribute to creating compliance presentations related to the laws, rules and regulations that apply to health & welfare benefit plans for customers, prospective customers/team members, and employer groups and present on those topics.
• Focus heavily on the writing and research of the more complicated topics related to the laws, rules, and regulations related to health & welfare benefit plans.
• Collaborate with other departments including the population health and wellness team, pharmacy team, actuarial team, operations teams, communications, marketing, and any other stakeholders the Regulatory and Legislative Strategy team work with internally at Brown & Brown.
• Oversee and make recommendations for appropriate partnerships with vendors that assist with employee health and welfare benefit compliance matters.

Employee Benefits Compliance Attorney

Producer

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Explain features, advantages and disadvantages of various products to promote sale of vehicle service plan.
• Interview prospective clients to obtain data about their financial resources and needs and to discuss existing service plan coverage.
• Call on F&I Managers in Auto dealerships to explain plans, to suggest additions or changes to their selling technique.
• Explain necessary bookkeeping requirements for dealer to implement and provide program.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Monitor insurance claims to ensure they are settled equitable for both the client and the insurer.
• Attend meetings, seminars and programs to learn about new products and services.
• Train dealers on sales process and F&I process as needed.
• Attend trade shows to promote company lines of business.

Learning and Development

• Own and operate the Acturis Small Change governance framework, ensuring all small change activity is identified, assessed, prioritised, approved, and delivered in a controlled, auditable manner.
• Lead the operational management of the Acturis Small Change Board, ensuring it functions as a proportionate, decision‑making forum with clear agendas, high‑quality information, and timely outcomes.
• Control and prioritise demand, applying consistent criteria to ensure regulatory, financial, data‑risk, and customer‑impacting changes take precedence over discretionary or preference‑driven requests.
• Provide clear challenge and decision support, ensuring each change is assessed for risk, benefit, operational impact, testing requirements, and alignment with wider Retail and Technology strategy.
• Safeguard regulatory compliance, financial controls, and data integrity by ensuring changes do not introduce misuse, workaround behaviour, or unintended exposure.
• Define proportionate testing and release requirements, ensuring changes are appropriately validated, documented, and communicated before production deployment.
• Maintain full transparency of small change activity, including demand, backlog, throughput, capacity, and realised benefits, to support assurance, audit, and planning.
• Act as the primary operational interface with Acturis for small change, managing scope, cost, feasibility, and delivery expectations, and escalating development or project‑level change where appropriate.
• Guide the business on appropriate use of system change, distinguishing between issues best solved through configuration, process, training, or policy.

Change Analyst

• Responsible for renewal process from start to finish including but not limited to: pre-renewal analysis, renewal analysis, and renewal administration
• Lead open enrollment process including but not limited to: creation of marketing materials, system training, onsite set up & client trouble shooting
• Build strong relationships and provide customer centric solutions using speed and agility
• Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as: COBRA, HIPAA, FMLA, ERISA etc.
• Create, prepare and present client presentations
• Answer customer and carrier questions through all means of communications such as through calls, personal meetings, seminars, etc.
• Discuss various funding mechanism options with customers, such as level funding, self-funding, etc.
• Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and all related duties.
• Follow new customer onboarding process including sending BORs to carriers, completing ICR/Top Gun, compliance paperwork to new customers.
• Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist and file appropriately in IR before sending final versions to customers.

Employee Benefits Account Manager

Customer Support

• Provide prompt, efficient, and high-quality customer service within a high-volume insurance center.
• Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
• Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
• Document renewal, sales, and insurance operations compliance documents into the agency management systems.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• 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.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Property Casualty Customer Service Representative

Recruitment

• Develop and implement effective sourcing strategies to attract and place top-tier insurance producers, sales leaders and impact roles across the United States.
• Build and maintain a pipeline of qualified candidates through networking, industry events, and digital recruitment tools.
• Ability to build strong relationships with candidates, hiring managers and talent communities.
• Screen, interview, and evaluate candidates to match the right talent with the company's needs.
• Collaborate with talent acquisition teammates, hiring leaders and regional leaders to define job requirements and desired candidate profiles.
• Keep current with industry trends, market compensation, and talent acquisition best practices.
• Assist in onboarding and acclimating new teammates and ensure smooth transitions into the company and long-term retention.
• Manage the end-to-end recruitment process, ensuring a positive candidate experience and timely hiring decisions.

Producer, Talent Acquisition

Sales

• Build agent and broker relationships
• Manage current book of business
• Provide excellent customer service
• Seek opportunities to access and cultivate new markets
• Effectively manage carrier relationships
• Provide guidance and training to Assistant Broker
• Review and analyze risks, ensuring all required information is obtained

Property Broker – Sales

Implementation Specialist

• Audit and upload data for moderately (or greater) complex new client website implementations or on an ongoing basis for existing clients.
• Create and configure new and existing EDI files for moderately (or greater) complex client websites (using third party software).
• Proficient at root cause analysis and serves as subject matter resource in customer meetings, as needed.
• Primarily responsible with final testing and auditing of own and less senior teammates’ work to ensure proper functioning, with oversight.
• 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.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology.

Implementation Consultant

Technical Project Manager

• Lead highly complex, cross‑functional IT initiatives with multiple workstreams and significant business impact.
• Manage concurrent initiatives with broad scope, complex dependencies, and enterprise‑level visibility.
• Own end‑to‑end delivery accountability for scope, schedule, cost, risk, quality, and outcomes across initiatives typically ranging from $1M–$10M.
• Translate business objectives into actionable technology delivery plans, coordinating architecture, engineering, infrastructure, data, security, and vendor teams.
• Select and apply Agile, Waterfall, or hybrid delivery approaches aligned to initiative complexity, risk, and organizational readiness.
• Serve as the strategic delivery partner for Managing Directors and senior technology leadership.
• Lead executive‑level governance forums, steering committees, and status reviews for initiatives with high organizational impact and risk exposure.
• Proactively manage inter‑project and inter‑portfolio dependencies, escalations, and delivery trade‑offs.
• Communicate with clarity and authority, framing technical progress, risks, and decisions in business terms.
• Coordinate delivery across teams of 15–50+ resources, including internal staff, contractors, and external partners.
• Manage vendor performance, delivery quality, and contractual expectations.
• Ensure alignment with enterprise architecture, security, and operational standards.
• Balance transformation delivery with production stability and operational risk management.
• Operate effectively in ambiguous, fast-evolving environments, bringing structure, clarity, and momentum to complex delivery challenges.
• Own financial management ensuring investments align to ROI, business outcomes, and strategic priorities for large‑scale technology initiatives, including forecasting, tracking, and variance management within $1M–$10M budgets.
• Identify, assess, and mitigate delivery risks across multi‑vendor, multi‑team environments.
• Develop mitigation and contingency plans before risks materially impact delivery, cost, or business outcomes.
• Ensure delivery decisions protect business value, compliance, and return on investment.
• Set expectations and model behaviors for senior‑level project management excellence.
• Mentor and support less‑senior project managers through guidance on complex delivery scenarios, risk management, and stakeholder engagement.
• Contribute to the evolution of delivery standards, governance models, and portfolio reporting across Retail Technology.

Senior IT Project Manager

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.
• 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.
• Support tracking and remediation of vendor-related control gaps impacting Retail Technology delivery.
• 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.
• Highlight trade-offs, emerging risks, and areas requiring leadership attention or decision.
• Track key risk indicators (KRIs), control effectiveness, and remediation progress.
• Identify opportunities to streamline and improve GRC processes, tooling, and operating model effectiveness.
• Contribute to the evolution of OCIO governance, risk, and control frameworks.

Technology Risk and Compliance Analyst

• Responsible for employee benefits account management responsibilities.
• Day to day client contact and daily service functions.
• Utilizes technical expertise to retain present clients.
• Responsible for marketing and renewal functions.
• Development and execution of client benefit strategy.
• Independently advises clients on all areas of compliance, recommending best practice.
• Provide client utilization and financial reporting to Team Lead and clients.
• Partners with Team Lead or may independently lead client meetings and presentations.
• Partners with Team Lead or may independently onboard new clients.

Human Resources

• The Senior Consultant will focus on leading client projects.
• Support sales activities when an opportunity is identified by our leadership and sales organizations, or a lead comes directly from the market.
• Serve as the day-to-day project manager on client engagements.
• Responsibilities include project management, document preparation, data analysis, meeting facilitation, and client/service provider communication.
• Help build herronpalmer’s brand as the leading independent global HR advisor.
• Involved in all aspects of the business, including setting strategy for the business, building intellectual property, and developing service provider relationships.
• Consult on assessments, business cases, HR process optimization, and transition engagements for HR technology, outsourcing and shared services operating models.
• Recruit and develop herronpalmer resources through training and leading projects.
• Support new business opportunities and communicate with the Managing Director and Leadership Team on the status of existing projects and budgets.

Senior Consultant, HR Advisory

• Serve as a primary or shared point of contact for assigned employee benefits clients
• Support and lead renewals, including data gathering, marketing coordination, and client deliverables
• Partner with Producers to support client strategy, retention, and growth initiatives
• Coordinate plan design, funding analysis, vendor selection, and contribution modeling as appropriate for the role level
• Assist with self‑funded, level‑funded, and fully insured arrangements (experience dependent)
• Collaborate with Account Managers, Analysts, and other teammates to deliver consistent service
• Ensure accurate documentation, compliance support, and adherence to service standards
• Participate in client meetings, renewal presentations, and enrollment activities
• Contribute to a collaborative, team‑oriented culture through knowledge sharing and support

Senior Employee Benefits Client Account Manager

Account Executive

• Independently serve as a key liaison for both large
• Manage and grow an existing book of business by developing strategic plans for client retention and new business opportunities.
• Serve as the primary point of contact for clients, conducting regular visits, addressing service issues, and leading benefits presentations during Open Enrollment and other meetings.
• Build and maintain strong relationships with clients, vendors, and carriers to support long-term retention and satisfaction.
• Collaborate with client decision-makers and technical contacts to understand needs, develop service plans, and resolve escalated issues, including claims and enrollment concerns.
• Lead the renewal process for health and life coverage, recommending tailored insurance solutions, cost-saving strategies, and plan modeling.
• Identify cross-selling opportunities and support new business efforts through proposal development and presentations.
• Coordinate internal resources and introduce relevant products from other business units to meet client needs.
• Maintain accurate documentation in the sales management system and ensure compliance with insurance operations and regulatory requirements.
• Educate clients on benefits legislation, compliance, and emerging products.
• Support agency goals by promoting high performance standards, participating in leadership meetings, and fostering a collaborative team environment.
• Stay current on industry trends, product developments, and regulatory changes through ongoing training and professional development.
• All other duties as assigned.

Commercial Lines Account Manager

Employee Benefits Compliance Attorney

Producer

Change Analyst

Employee Benefits Account Manager

Property Casualty Customer Service Representative

Producer, Talent Acquisition

Property Broker – Sales

Implementation Consultant

Senior IT Project Manager

Technology Risk and Compliance Analyst

Employee Benefits Account Manager

Senior Consultant, HR Advisory

Senior Employee Benefits Client Account Manager

Employee Benefits Account Executive