Brown & Brown Insurance

Account Manager

• Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
• Rates and prepares quotations, when necessary.
• Prepares Proposals for presentation by producers.
• Mails and/or emails binders and ID cards to insureds.
• Mails, faxes or emails, application to company and suspend for receipt of policy.
• Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required.
• Requests endorsements as required.
• Markets accounts/lines as needed.
• Processes accounting and billing needs related to clients.
• Assists with accounts receivable control.
• Documents all conversations with insured and/or other interested parties.
• Completes policy rewrites, when necessary.
• Abides by the underwriting guidelines and binding authority guidelines of each company.
• Sends Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image Right.
• Maintains and update the AMS 360 database timely and accurately.

Client Account Manager

Actuary

• 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

Healthcare Actuarial Analyst

Consultant

• Provide valued-added consulting expertise on large, sophisticated Absence and Disability Management projects including: Absence and disability plan design and strategy
• Modeling, cost analyses, funding, and employee contribution strategies
• Vendor analysis, selection, negotiation, and procurement
• Ongoing plan management, including evaluation of program performance and trends
• Assist with vendor capability reviews and annual RFI’s
• Benchmarking studies and analyses
• Plan compliance and audit support
• Deliver superior, consistent management and deliverables in support of Absence Consulting leadership for assigned clients: Serve as primary contact to our client service team on delivery of defined work product, offering absence management subject matter expertise
• Draft and manage project plans involving multiple workflow streams and client teams
• Oversee the day-to-day project deliverables, ensuring the progress of the work product against established objectives, budgets, timelines, deliverables and quality standards
• Manage client team expectations and raise appropriate issues to leadership for resolutions
• Interface with colleagues as needed to ascertain the client’s broader business objectives, ensuring work product is strategically aligned
• Develop a trusted advisor relationship with internal stakeholders through effective communication and efficient, quality execution of projects
• Contribute to the development of new resources, tools, and approaches. Demonstrates thought leadership and deep expertise in multiple areas of absence and disability management for multi-state employers.
• Experience creating client-ready materials such as White Papers, program reviews and other thought leadership.
• Directly contribute to clients’ success through applying technical expertise.

Senior Absence Consultant

• Responsible for supporting product line workflows and bid procurement needs for the Stop Loss Virtual Office (SLVO) customers.
• Alignment with SLVO strategy focusing on internal and external customer service.
• Dealing directly with producer and service teams in the field as well as stop loss carriers.
• Coordination and execution of electronic and manual processes including applications and proposals for coverage.
• Provide market summaries, decision support, and analytics.
• Submit complete and accurate RFP submissions.
• Review marketing summary and proposals and manage workflows.
• Communicate with and update producer, local service teams, and stop loss carriers.
• Assist in the negotiation of proposals and lead negotiations if needed.
• Present renewal marketing summary and decision support to clients if needed.
• Submit and confirm final renewal terms for system accuracy and billing reconciliation.
• Be a source of knowledge for designated local offices for all matters involving stop loss.
• Attend required training sessions to develop up-to-date skills.

Stop Loss Consultant

Data Analyst

• Experienced in analyzing large, unstructured datasets and delivering meaningful insights.
• Strong ability to approach data with a business‑focused mindset to uncover opportunities and solve problems.
• Skilled at presenting complex information in clear, accessible ways to non‑technical audiences.
• Proficient in developing reports, visualizations, and strategic recommendations driven by data analysis.
• Collect, clean, and validate data from multiple sources to ensure accuracy and reliability
• Analyze large datasets to identify trends, patterns, and insights
• Translate business questions into data analysis and clearly communicate findings
• Partner with business, product, and technology teams to support strategic initiatives
• Document data definitions, methodologies, assumptions, and processes
• Support ad hoc analysis and special projects as needed
• Experience relevant to helping create success measures (e.g. A/B testing, inferential statistics, cost benefit analysis, Lean, etc.)
• Demonstrated ability to envision and provide analytical support for potential future state of data analysis
• Demonstrated ability to transform data into actionable items for process improvements, engineering, and automation
• High level of proficiency in data analysis, statistical inference, and data manipulation, pattern recognition etc.
• Demonstrated aptitude for data analysis for the purposes of data audits between databases
• Develop and improve current workflow processes to improve current data quality and ability to capture critical fields
• Ability to integrate multiple internal data sources and develop logic for data-driven insights
• Identifying data gaps to effectively run data analysis and suggesting improvements in data quality.
• Strong SQL skills, including experience with complex queries and performance tuning
• Knowledge of database design and data modeling concepts
• Experience with Power BI, Tableau, or other reporting platform

Solutions Engineer

• Serve as the principal technical lead, for moderate complexity clients, driving and owning the progress of implementations against established goals.
• Communicate closely with EBTech teams and client contacts throughout the implementation so that all parties understand tasks, deadlines and items that put timelines at risk if delays occur.
• Owns accountability for client communication and satisfaction.
• Assist with providing clients continuous feedback on implementation status for both new sites and renewals.
• Teach team members all aspects of successful software deployment to increase overall team competency and provide opportunities for advancement.
• Proficient at root cause analysis and serves as subject matter resource in customer meetings, as needed.
• Deliver an exceptional, consistent implementation experience and project quality for concurrent projects.
• Maintains working knowledge of health and benefits products, services and tools in order to appropriately configure and test software tools.
• Demonstrates strong knowledge of benefits administration software implementation, leveraging expertise and experience to drive EBTech programs.
• Works on moderate to high complexity client projects.
• Primarily responsible for translating business needs into comprehensive deliverables with exceptional quality standards for the project.
• Raise appropriate issues to the project manager and/or leadership to ensure client expectations are met.
• Understands program goals and targets and owns ensuring escalations are handled as needed, with appropriate sensitivity to client needs and expectations.
• Apply sound judgement to the execution of business processes, protocols and quality standards in the development and deployment of solutions.
• Meet regularly with project manager and less senior teammates to ensure projects are on track.
• Serves as subject matter resource in client meetings, as needed.
• Proficient ability to anticipate and respond to client support questions as assigned and working directly with clients.
• Develop a trusted advisor relationship with EBTech teammates and client contacts through efficient, quality execution of projects and effective.
• Represent EBTech in a professional manner in every interaction with outside parties.
• Serve as the supervisor/mentor to teammates, building their technical skills as they grow into increasing roles of responsibility and technical expertise.
• Ensure timely and accurate completion of all individual and assigned team tasks.
• Continually provide review and feedback to team members.
• Pursues a course of personal, professional development. All other duties as assigned.

Implementation Solutions Architect

Business Intelligence Developer

• Design, build, and maintain interactive Power BI dashboards, reports, and paginated reports.
• Develop and optimize data models (semantic models) using best practices for performance and governance.
• Create reusable DAX measures, calculations, and KPIs aligned with business definitions.
• Collaborate with business stakeholders to gather requirements, translate needs into analytics solutions, and validate results.
• Implement and manage row-level security (RLS) and access permissions across workspaces and reports.
• Ensure reports adhere to organizational data governance, branding, accessibility, and UX standards.
• Optimize performance through query reduction, model tuning, and efficient data transformations.
• Work with Data Engineering to integrate new data sources, validate pipelines, and improve data quality.
• Create mock-up visualizations over temporary datasets to help visualize the end state reports, intended for executive audiences.
• Build and maintain Power BI templates, themes, and standardized report layouts.
• Troubleshoot issues related to refresh failures, report functionality, and data integrity.
• Monitor report usage metrics to identify adoption trends, enhancement opportunities, and training needs.
• Contribute to the development of documentation, data dictionaries, and measurement standards.

PowerBI Developer

• Consult with internal sales and account management teams, as well as with external national account clients, on a wide variety of complex projects
• Serve as the project manager and day-to-day communication liaison with Brown & Brown Strategic Non-Medical Solutions client service and sales team members
• Create client deliverables and contribute to client management and business activities
• Participate in the creation of new intellectual capital
• Provide valued-added consulting expertise on large, sophisticated Absence and Disability Management projects
• Assist with vendor capability reviews and annual RFI’s
• Manage client team expectations and raise appropriate issues to leadership for resolutions
• Develop a trusted advisor relationship with internal stakeholders through effective communication and efficient, quality execution of projects
• Contribute to the development of new tools and approaches
• Build and maintain library of Absence & Productivity projects, RFPs, templates, market data and other deliverables
• Author, contribute to, and help publish industry relevant white papers, newsletters, and support industry work groups with both publications and presentations

Absence Consultant

• Finalizing a CIC or AAI Designation
• Handle large and complex franchise accounts
• Issue certificates of insurance and evidences of property insurance-working knowledge of contract requirements and forms needed.
• Issue ID cards
• Check billing status with carrier - Handle late pay/cancellation/reinstatement from beginning to end.
• Communicate with client about pay status via phone and/or email.
• Order loss runs – complete loss run matrix
• Order Experience mods from current carriers
• Able to read/understand an MVR – Orders MVRs when required
• Process Change Requests- handle corrections etc. including interaction with clients/carriers
• Process Endorsements and invoice any Agency Bill items- issue check request/process refunds from accounting, send refunds to payee.
• Process Policies (complete checklist, handle discrepancies, communicate with AE and or underwriter)
• Process Audits and Invoice any Agency Bill items-Understand audit and begin process of dealing with disputes and payment issues.
• Claim Reporting II (Understand the details-Take claims calls from client/claimant-report information to carrier and communicate claim and adjuster information back to client/claimant)
• Pull online documents and attach into client files
• If AE is out, monitor the inbox for Certs, Drivers, auto changes, billing issues etc.
• Advise back-up AE of anything else that might be an emergency
• Maintain current activities and follow-up as necessary

Senior Commercial Lines Account Manager

Financial Planning and Analysis

• Mentor and train financial analysts.
• Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported offices.
• Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.
• Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.
• Review/Prepare budgets and forecasts across supported offices.
• Partner with office leaders to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
• Develop and maintain strong working relationships with office leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams throughout the organization.
• Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
• Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.
• Assist in acquisition integration/due diligence.
• Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Specialty.
• Assist in month end accruals as needed.
• Other duties as assigned.

Senior Financial Analyst

• Contribute to the development and refinement of analytic frameworks, models and analytic report structures.
• Support project leads in shaping methodologies, guiding analytics decisions and ensuring alignment with client goals.
• Work with actuarial, HEOR and clinical staff to develop advanced analytical and statistical techniques to evaluate financial, clinical and operational performance.
• Help troubleshoot data issues, evaluate assumptions and ensure analytic rigor and accuracy.
• Translate complex analytics into executive-level and board-ready insights.
• Advise senior client stakeholders on medical and pharmacy cost drivers and utilization trends.
• Help lead network strategy evaluations and provider network valuation analyses.
• Deliver vendor performance analytics and support RFP and vendor selection processes.
• Develop and present ROI and value realization frameworks for client initiatives.
• Support and assist in leading complex client engagements end-to-end, from strategy through execution.
• Help build scalable analytic tools, datasets, models and reporting assets used across clients.
• Contribute to process improvements that strengthen efficiency, quality and consistency across engagements.
• Support documentation, version control, and transparent communication of methodologies and analytic logic.
• Stay informed on industry trends, emerging analytic techniques, and regulatory developments to inform ongoing improvements and client strategy.
• Build, mentor, and manage high-performing analytics teams.
• Establish coding standards, documentation frameworks, and QA processes.
• Oversee hiring, onboarding, performance management, and career development.
• Foster a culture of innovation, continuous learning, and professional growth.

Director – Data Analytics, Network Evaluation

QA Engineer

• Ensure that enterprise solutions conform to the approved functional specifications
• Design, development and execution of custom test plans
• Track defects, resolution and documentation via QA testing tools
• Create and execute test scenarios to support application releases
• Perform regression and smoke testing to support application releases
• Interaction/communication/follow through with team members throughout testing phase
• Create user guides and documentation as necessary
• Adhere to a set schedule.

Quality Assurance Analyst

• Ability to bring “Workday best practice” design to business requirement discussions.
• Advise teammates on improved design.
• Work with business partners to deliver increasing value and solutions in Workday Financials: Core Financials (Payables, Receivables, Fixed Assets) Adaptive, Accounting Center, Procurement, Strategic Sourcing, as well as platform tools.
• Lead technical delivery efforts during M&A integrations.
• Ensure compliance with segregation of duty rules, auditing requests, and overall governance.
• Assess current implementation for needed design improvements and propose project structure needed to achieve optimized results.
• Troubleshoot configuration and integration issues as reported by business partners.
• Effectively manage workload using ServiceNow (ITSM) and meeting SLA agreements.
• Establish and maintain relationships with business partners as a trusted technical advisor.
• Establish and maintain relationships with vendors.
• Foster a continuous improvement attitude and a growth mindset.
• Act as a team leader as needed and train junior technical team members.
• Demonstrate a high degree of creativity and problem-solving skills.

Workday Financials Architect

Producer

• Drive revenue and growth through sales and renewal of business
• Cultivate relationships and identify opportunities
• Secure new business outside the office environment
• Develop, present and sell business proposals to prospects
• Assist marketing in securing and negotiating quotations and placement of coverage

Employee Benefits Producer

Executive Assistant

• Compose, edit, proofread and finalize correspondence including emails, letters, memos, etc.
• Perform ad-hoc research projects and gather data at Executive’s request.
• Book travel arrangements ensuring accuracy and cost efficiency for Executives.
• Prepare expense reports for Executives.
• Scheduling of regular All-team Meetings, Producer Meetings, Leader Meetings, etc.
• Prepare agendas and presentations for sales meetings, leadership meetings and others, working with office leaders and Executives.
• Create, edit, review, and deliver finished products to include customized content, materials and collateral to Executives that they can easily present and explain.
• Organize and facilitate events, meetings, and conferences within budget.
• Collaborate with leaders and other administrative teammates to support and drive overall teammate morale and office culture.
• Manage office sports tickets, carrier event invitations, sponsorship invitations, etc., facilitating appropriate scheduling and distribution.
• Attend meetings as required by Executives, including regular office / market leadership meetings as needed.
• Provide mentorship and back up support to other administrative positions as needed, including the Receptionist positions.
• Build courteous and successful relationships with team, internal and external stakeholders.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Ad hoc projects as needed
• Pursues a course of personal, professional development.