Brown & Brown Insurance

Account Executive

• Prepares proposals to meet coverage requirements for agents/brokers’ risks.
• Provides advice and recommendations to Producers and agents/brokers based on specific and technical knowledge of insurance markets and products.
• Consults with agents/brokers to evaluate their needs and determine appropriate coverage.
• Negotiates policy terms and coverage with the carrier and agent/broker.
• Sets up policy files within established format.
• Reviews policies for accuracy.
• Enters and maintains data in AMS360 computer system.
• Sets up and maintains policy renewal system.
• Submits claims and policy changes.
• Invoices premium in management system for carrier payments and collections of payments.
• Submits all surplus lines filing requests to appropriate parties.
• Develops and maintains positive relationships by meeting with brokers.
• Assist Profit Center in reviewing/qualifying new business submissions as needed.
• Other duties as assigned.

Account Manager

• 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 on an ongoing basis.
• 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.
• Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
• 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.

Personal Lines Account Manager

Marketing

• Send submissions to carriers
• Rate and gather quotes for proposals
• Maintain “To Do List” to ensure timely processing
• Attend carrier meetings/Marketing Team meetings
• Follow Marketing procedures as outlined in CL Procedures Manual
• Prepare proposals
• Collect data and report monthly Top Gun results
• Create and maintain Excel worksheets as required
• Input Commercial Account detail into AMS360 as required for renewals
• Input bound Premium/Commission for renewals
• Request binding for renewals in marketing
• Expand AMS360 Training Activities/Follow Ups for marketing
• Gather loss runs for renewals from Account Managers
• Review Dec pages in AMS/review renewal applications in submissions for marketing
• Input data into carrier online rating systems.
• Negotiates renewal quotes with carriers

Commercial Lines Coordinator

Insurance

• Evaluating submissions to determine a comprehensive marketing plan based on carrier appetites.
• Updating policy information, gathering loss reports, and completing applications/submissions.
• Working with insurance company underwriters to receive timely and accurate quotes.
• Negotiating for the terms and conditions that position us to win.
• Preparing presentations + binding/issuing policies.

Commercial Insurance Specialist

• Build & mine your own client portfolio with the assurance of stability and growing income opportunities.
• Our training will provide you with all the tools, knowledge and resources to be a successful sales consultant.
• Once you’re in the field, the Regional Vice President will be a mentor to help you create and execute sales plans.

Commercial Insurance Sales Executive

Product Manager

• Define and own the digital product strategy for online insurance distribution and servicing
• Translate business goals into a clear product roadmap aligned with growth, efficiency, and customer experience objectives
• Identify opportunities to expand digital channels (e.g. aggregator platforms, direct-to-consumer, embedded insurance)
• Drive improvements in quote-to-bind journeys, focusing on conversion rate optimization (CRO)
• Optimize digital funnels across web, mobile, and partner ecosystems
• Lead experimentation (A/B testing) to continuously improve acquisition performance
• Design and deliver scalable self-service capabilities (policy management, claims initiation, endorsements, renewals)
• Reduce cost-to-serve through automation and intelligent workflows
• Enhance customer experience through seamless omnichannel journeys
• Define and track KPIs across the product lifecycle
• Leverage data to prioritize backlog and inform product decisions
• Partner with data science teams to embed personalization, pricing insights, and predictive models
• Own the product backlog and work closely with engineering teams in agile delivery models
• Translate business requirements into clear user stories and acceptance criteria
• Ensure timely, high-quality delivery of product features
• Collaborate with underwriting, distribution, marketing, operations, and compliance teams
• Align senior stakeholders on roadmap priorities and trade-offs
• Act as the “voice of the customer” across internal forums
• Ensure all digital journeys comply with regulatory requirements across relevant markets
• Work closely with compliance and risk teams to embed controls within digital processes
• Build and lead a high-performing team of digital product managers

Product Manager – Digital Distribution and Servicing

General Counsel

• Manage and direct legal and structuring for all retail matters, which includes but not limited to the following activities: 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, including licensing, regulatory compliance, and consumer protection laws.
• Monitor and interpret changes in insurance regulations and advise internal stakeholders accordingly.
• Ensure compliance with federal and state insurance laws, including NAIC model laws and state-specific requirements.
• 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.
• Manage pre-litigation matters and coordinate with external counsel on disputes, claims, and litigation.
• Advise on corporate governance matters, including internal policies, ethics, and compliance programs.
• Support internal investigations and regulatory inquiries.
• Collaborate with business units, compliance and all enterprise disciplines: tax, IT, finance and team resources to align legal strategies with business objectives.
• Provide training and education to staff on legal and regulatory topics relevant to retail insurance.
• Coordinate with corporate secretary and international legal team regarding entity structuring, entity consolidation and tax structures.
• Participate in the marketing and placement of the retail insurance policies and harmonization of coverage across the retail segment.
• Consult with communications teams regarding marketing and corporate communications materials in consultation with Corporate Secretary.
• Oversee all facets of dispositions of offices and books of business, in consultation with Chief Litigation Officer in contested matters.
• Work with the Chief Litigation Counsel, Corporate Secretary, Technology Counsel, Regulatory Counsel, and Privacy Counsel on retail matters related to their area of expertise. Keep the Chief Legal Officer informed of significant retail matters.

Retail Counsel

• Build & mine your own client portfolio with the assurance of stability and growing income opportunities.
• Work with a mentor to create and execute sales plans.

Customer Success Manager

• Serve as a subject‑matter resource for Employee Navigator in client meetings and internal collaboration.
• Perform root cause analysis to diagnose and resolve escalated platform and enrollment issues.
• Service new and existing moderately (or greater) complex client Employee Navigator websites, following established SOPs and best practices.
• Support moderate‑complexity (or greater) clients and enhancement projects.
• Provide daily direct support to assigned clients and indirect support through teammate development.
• Anticipate and respond to client questions related to benefits enrollment, eligibility, and system functionality.
• Support open enrollment preparation, testing, validation, and post‑open enrollment issue resolution.
• Promote teamwork, collaboration, knowledge sharing, and a positive, client‑focused approach.
• Maintain accuracy, quality, and timeliness while managing multiple client priorities.
• Interpret and follow SOPs and contribute recommendations for process and platform improvements related to Employee Navigator.

Customer Success Specialist – Employee Navigator

Business Development Rep

• Provide prompt, efficient, and high-quality support within a high-volume insurance center.
• Handle outbound and inbound phone calls to Quote and Bind new business policies in multiple states.
• Review the program’s features and benefits for a full understanding of coverage and exclusions.
• Consultative Selling by educating customers on the program features, coverage forms, state required affidavits, underwriting & claims process.
• Complete understanding of Coverage & Endorsement Forms.
• Meet/Exceed Monthly Metrics: New Business Premium & Bind Ratio goals.
• Handle inbound phone calls inquiries for quotes/questions.

Property Casualty Business Development Representative

Director

• Creates functional strategies and specific objectives for Corporate/HQ Technologies that directly enable business priorities and improve teammate productivity.
• Develops and executes budgets, policies, and procedures that strengthen the functional infrastructure—moving quickly from plan to action while ensuring disciplined governance.
• Leads the design, implementation, and continuous improvement of service ownership and service taxonomy, service level management, the service catalog, and service portfolio management—driving clarity and fast execution across the business.
• Oversees ITIL service operations and transition activities (incident, problem, request, knowledge, change, and configuration management), ensuring rapid response, clear accountability, and dependable service for corporate partners.
• Articulates and executes a practical communications strategy for service management that keeps stakeholders informed, sets expectations, and accelerates decision-making.
• Enables continual service improvement through effective, transparent metrics tied to key performance indicators and critical success factors—using data to prioritize, act, and deliver measurable business outcomes.
• Acts as a guide, coach, and mentor for Technology Services staff—prioritizing teammate development and growth through clear expectations, hands-on coaching, and opportunities to build mastery in ITSM processes and leadership behaviors.

Senior Director, Technology Solutions

Vice President

• Develop and maintain a comprehensive, multi-year IT strategy that is tightly aligned with the company’s business vision, priorities, and growth objectives.
• Ensure technology strategy directly enables business outcomes, operational excellence, and competitive differentiation.
• Lead the enterprise innovation agenda, with a strong focus on AI, automation, data-driven capabilities, and next-generation digital experiences.
• Balance long-term strategic planning with agile, iterative incubation efforts that accelerate value creation.
• Oversee the Enterprise Architecture function, ensuring cohesive architectural standards, frameworks, and policies across the organization.
• Establish and maintain architectural guidelines that promote interoperability, scalability, security, and modernization.
• Partner with technology and business leaders to ensure architectural decisions support business outcomes and future-state capabilities.
• Identify, evaluate, and incubate emerging technologies—especially in AI, data platforms, and integration ecosystems—to drive competitive advantage.
• Build and lead innovation programs, labs, and pilots that rapidly test, validate, and prove value for new concepts.
• Foster a culture of experimentation, continuous learning, and responsible innovation.
• Lead, mentor, and inspire a diverse team of technologists, architects, and innovators across the enterprise.
• Build organizational capability in AI, data engineering, architecture, and modern technology practices.
• Champion career development, technical excellence, and a culture of collaboration and empowerment.
• Serve as a brilliant communicator who can translate complex technology concepts into clear, compelling narratives for all audiences—from engineers to the Board.
• Partner closely with business leaders to co-create technology-enabled strategies that drive growth, efficiency, and transformation.
• Represent IT Strategy & Innovation in executive forums, steering committees, and cross-functional initiatives.

Senior Vice President, IT Strategy, Innovation

Financial Planning and Analysis

• Build and maintain strong relationships with clients, including executive-level contacts
• Lead strategic planning discussions to align benefit programs with organizational goals
• Provide financial and analytical support to producers and attend prospect meetings
• Conduct detailed financial analysis, budgeting, and benefit modeling
• Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
• Analyze carrier underwriting guidelines and claims data to inform renewal strategy
• Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
• Manage renewals and vendor marketing, including stop loss and PBM negotiations
• Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
• Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
• Support internal teams with cross-coverage and contribute to a collaborative service model
• Resolve day-to-day service issues and ensure smooth client operations

Financial Consultant

• 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 on an ongoing basis, including all IO requirements.
• 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.

Commercial Lines Account Manager

• Execute financial and operational audits, including planning, fieldwork, testing, documentation, and issue validation, in accordance with approved audit plans
• Evaluate the design and operating effectiveness of internal controls, including SOX/ICFR where applicable
• Draft clear audit observations, practical recommendations, and support preparation of draft and final reports
• Apply data analytics and automation to audit planning and testing (e.g., population analysis, exception testing, trend analysis)
• Use tools such as Power BI, Excel/Power Query, and AI‑assisted tools (e.g., Copilot) to analyze data and support repeatable or continuous audit procedures
• Partner with stakeholders to understand processes, data sources, and risks, and communicate audit objectives and results to technical and non‑technical audiences
• Support remediation tracking and follow‑up of audit findings
• Mentor junior team members and contribute to the enhancement of audit methodologies, templates, and analytics capabilities
• Assist with special projects and departmental initiatives as needed

Account Executive

Personal Lines Account Manager

Commercial Lines Coordinator

Commercial Insurance Specialist

Commercial Insurance Sales Executive

Product Manager – Digital Distribution and Servicing

Retail Counsel

Commercial Insurance Sales Executive

Customer Success Specialist – Employee Navigator

Property Casualty Business Development Representative

Senior Director, Technology Solutions

Senior Vice President, IT Strategy, Innovation

Financial Consultant

Commercial Lines Account Manager

Senior Financial Operations Analytics, Automation Analyst