Brown & Brown Insurance

Sales Development Rep

• Identify and qualify potential leads through research, networking, and outbound activities.
• Work closely with the Sales Enablement team to align on targeted outreach campaigns and strategies
• Engage with prospects through various channels (email, phone, social media) to understand their needs, challenges, and how our solutions can address them
• Collaborate with partners to co-create marketing initiatives, events, and referral programs to expand the customer base.
• Nurture relationships with potential clients, providing them with relevant content, product updates, and solutions that address their business needs
• Collaborate with the customer success team to ensure smooth transitions and consistent value delivery to clients
• Regularly update CRM systems with accurate customer and prospect information
• Analyze sales data and metrics to improve strategies and forecast future sales trends
• Support sales strategies and coordinate activities, such as visits to insurance broker offices, meetings, and networking events.
• Stay updated with the latest industry trends, competitor offerings, and product developments
• Attend workshops, webinars, and training sessions to continuously hone sales and growth marketing skills

Sales Development Representative

Account Executive

• Review renewal list of policies expiring in the prescribed time frames to determine appropriate actions
• Rate and prepare quotations when necessary
• Mail binders and ID cards to insureds
• Handle client telephone and mail requests for information, endorsements, cancellations and other services as required
• Request endorsements as required
• Assist with accounts receivable control
• Document all conversations with insured and/or other interested parties
• Complete policy rewrites when necessary
• Know and abide by the underwriting guidelines and binding authority guidelines of each company
• Inform company and client of errors in policies or endorsements

Commercial Lines Account Executive

Account Manager

• Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
• Manage and retain existing books of business.
• Follow up to address customer needs and resolve any problems or issues.
• Prepare billings and/or invoices on a timely basis.
• Responsible for the end-to-end client service process such as marketing and 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 requests / requirements.

Commercial Lines Account Manager

Actuary

• Manage the accurate delivery of financial analyses on various actuarial projects including but not limited to projections, contribution setting, IBNR development, etc.
• Assist with strategy development for medical, pharmacy, dental, life and disability programs
• The Associate will create deliverables, provide direction to other colleagues on the team
• Mentor junior team members
• Research industry, regulatory, and legislative trends for calculating risk, liability, and cost for customer or government reports
• Add value by implementing creative solutions for our customers
• Foster and seek relationships with teammates across all levels of Piper Jordan and Brown & Brown
• Ensure compliance with government agencies and corporate policies and procedures
• Attend training sessions, courses, etc. to maintain up-to-date skills
• Always conduct the highest level of confidentiality
• Other duties as needed

Health Actuarial Associate

Producer

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Prospect sectors or market areas by identifying business needs and proposing company products and services.
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
• Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
• Work in tandem with the Personal Lines Team for proposals, etc. with a clear course of action noted.
• Develop, present and sell new business proposals to appropriate prospects.
• Comply with account quality and size standards established by the agency.
• Perform periodic service calls on all accounts and provide or coordinate customer service requests.
• Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
• Sell additional coverage to existing clients.
• Attend and actively participate in regular sales meetings.
• Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
• Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
• Achieve educational and professional development goals established by agency management.
• Leverage CRM to identify, target, and contact prospective clients. Ensure CRM is maintained with all activity on a regular basis.
• Maintain a professional demeanor and actively support and promote a positive public image for the agency.
• Pursues a course of personal, professional development.

Personal Lines Producer

• Assist the Profit Center Leader and Sales Leader in developing marketing strategies to accomplish and support business planning objectives.
• Prospect for new accounts to meet or exceed marketing plan via telephone calls, written correspondence, personal visits along with other successful ways to develop a pipeline/customer base, etc.
• Must fully utilize Microsoft Dynamics CRM tool for all sales activity.
• Complete annual customer stewardship meetings to include experience and policy review and analysis.
• Establish direct customer contact with key accounts and prospects.
• Work closely with Account Managers/Executives and Marketing Coordinators regarding placement of new/renewal business.
• Interpret, analyze, negotiate and offer recommendations on coverage based on individual customer needs.
• Maintain currency and further develop a specialization in a declared sector or market area by networking and participating in professional development activities.
• Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs.
• Assist in training of new Producers at the direction of the Sales Leader or Profit Center Leader.

Producer – Commercial Property & Casualty

Implementation Specialist

• Create and configure new and existing client websites (using third party software), following established SOPs and best practices.
• Assist less senior teammates with development low to moderate complexity sites.
• Proficient at root cause analysis and serves as subject matter resource in client meetings, as needed.
• Primarily responsible with final testing and auditing of own and less senior teammates’ work to ensure proper functioning, with oversight.
• Accountable for individual quality assurance on low to moderate complexity builds.
• Maintains working knowledge of health and benefits products, services and tools in order to appropriately configure and test software tools
• Primarily responsible for providing training and mentorship of less senior teammates.
• Works on moderate complexity (or greater) client projects.
• Participation in client meetings as needed.
• Provide direct and indirect (through teammate development) daily support to assigned clients and/or clients as directed.
• Developing root cause analysis skills to provide direct daily support to assigned clients as directed.
• Anticipates and responds to client support questions as assigned and works directly with clients.
• Assist with education of clients’ HR administrators on benefits programs, legislation, and regulatory requirements, with respect to assigned software, with very limited oversight.
• Assist with training clients’ HR administrators on assigned software, with very limited oversight.
• 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 both individually and through teammates.
• Strong ability to interpret and follow SOPs and assist with providing guidance on the development of SOPs, and provide SOP process improvement considerations for primary platform.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology.
• Follow department guidelines, policies and procedures, including professional development and continuing education required for valid licensing.
• Assist with the documentation of renewal, sales, and insurance operations compliance documents into the sales management database.
• Pursues a course of personal and professional development.

QA Engineer

• Assist less senior teammates with development low to moderate complexity sites.
• Utilize project management tools to manage implementations.
• Audit and upload data for moderately (or greater) complex new client website implementations or on an ongoing basis for existing clients.
• Works with senior teammates to manage and coordinate the EDI/file integration projects relating to new site implementations and renewals.
• Responsible for final testing and auditing of own and others configured of moderate complexity software to ensure proper functioning, with oversight.
• Takes accountability for individual quality assurance on moderate complexity builds.
• Primarily responsible for providing training and mentorship of less senior teammates.
• Works on moderate complexity (or greater) client projects.
• Participation in client meetings as needed.
• 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.
• Promote a commitment to achieve or exceed internal and external performance standards both individually and through teammates.
• Assist with providing guidance on the development of SOPs provide SOP process improvement considerations based for aligned platform.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology.
• Pursues a course of personal and professional development.

Senior Data QA Specialist

Sales

• In assigned sales region, the Regional Sales Consultant networks with benefit brokers and employers to identify employer group prospects interested in worksite LTC solutions for their employees.
• Cold calling, lead research, and networking to find potential clients.
• Presenting LTC products and services to potential clients.
• Suggesting suitable LTC solutions tailored to client needs.
• Educating prospects about LTC insurance.
• Engaging with clients via email, phone, video conferencing, and in-person meetings.
• Establishing positive relationships with clients.
• Creating own proposals, preparing quotes, sales presentations, and updating CRM tools.
• Shadows seasoned consultants to learn best practices and strategies.
• Obtaining a producer license within 3 months after hire and maintaining state insurance licensing and continuing education for LTC products.

Regional LTC Sales Associate

Operations

• Answer phones, chats, and emails to solve customer service issues, questions, or concerns.
• Research policy payment history.
• Create and issue new and renewal insurance policies and invoices.
• Obtain and organize documentation required by states and/or carriers.
• Process and issue endorsements and invoices when applicable.
• Process cancellations and invoices when applicable.
• Issue notices of cancelation and non-renewals in accordance with state specific guidelines.
• Solve and/or correct agency request discrepancies or processing errors.
• Evaluate documentation and information to determine compliance with regulations or standards.
• Handle confidential information with tact and discretion.
• Partners with other departments, agents, and carriers to resolve issues and address needs.
• Follow Standard Operating Procedures for all tasks performed and provide feedback to Leads and Supervisor for revisions.
• Reflect a positive attitude toward others.
• Cross train with peers and other departments.

Service Operations Representative

Client Services Representative

• Manage an active caseload, processing various services through product delivery.
• Correspond with customers in writing using correct templates and customer instructions.
• Obtain necessary information and documentation to complete requested services.
• Educate customers on available services and Medicare Secondary Payer Compliance.
• Accurately review and enter data into the case management system according to requested services.
• Prepare documents, templates, and other correspondence as needed using multiple software programs.
• Review medical records to obtain rated ages.
• Responsible for electronic file organization.
• Receive and respond to telephone calls and emails, addressing customers' questions and concerns.
• Collaborate with all teams to meet customer needs and internal service standards.
• Work diligently to earn and maintain customer trust.
• Escalate customer concerns to the Team Leader for review and resolution.
• Review assigned exception reports.
• Prepare a daily Work Condition Report.
• Foster team cohesion by consistently demonstrating diplomatic, professional, and effective written and verbal communication.
• Strictly adhere to company confidentiality policies and procedures, safeguarding sensitive information at all times.

Coordinator, Client Service

Auditor

• Conducts Data Analysis for pharmacy benefit and contractual audits surrounding pharmacy claims.
• PBM audits can include, but are not limited to pricing, plan design, rebates, eligibility, CMS Data Validation, Fraud, Waste & Abuse and performance guarantee review.
• Includes gathering, implementing, executing, and finalizing audit rules and requirements from clients and PBMs into proprietary systems.
• Assists with review of PBM contract(s) and contribute suggestions for improvement, based on knowledge of industry
• Leverages the company’s reporting systems to conceptualize, design, and distribute both operational and analytical reports focused on pharmacy utilization and cost
• Assists with developing, documenting, and evaluating the business requirements associated with data flows to and from the PBM and other vendors
• Identifying issues and resolutions, and consulting management on potential solutions to facilitate critical decisions.
• Generate audit reports and consult with client on the findings.
• Works effectively on multiple client assignments or projects simultaneously
• Plan, schedule, and track project timelines, milestones, and deliverables.

Pharmacy Benefit Auditor

Project Manager

• Attend project meetings to capture detailed notes and document action items.
• Track project deliverables, timelines, and recoveries; follow up on outstanding tasks.
• Assist in identifying risks, issues, and dependencies for escalation.
• Manage Jira tickets for bugs and improvements; monitor readiness for UAT testing.
• Schedule and coordinate UAT for large projects; gather results and ensure defects are logged and addressed.
• Create visually engaging presentations and summaries for leadership.
• Maintain project documentation, including charters, status reports, and risk logs.
• Facilitate cross-functional alignment across teams and workstreams.
• Synthesize information from multiple sources to identify patterns and potential impacts.
• Communicate effectively with internal and external stakeholders.
• Apply critical thinking to review policies and processes for gaps and root-cause analysis.
• Research issues and support day-to-day project operations.
• Prioritize tasks as project demands shift and contribute to scheduling, coordination, data analysis, and presentation development.
• Reflect a positive attitude toward others.

Project Coordinator

Vice President

• Maintains extensive, technical knowledge of Medicare Secondary Payer Compliance.
• Provides leadership in MSP compliance, product development, and instructional design.
• Ensures expert application of Medicare Secondary Payer statutes.
• Participates in the definition and development of MSP related corporate policies, procedures and processes.
• Performs Settlement Consultant and strategy functions for all IMPAXX customers.
• Answers questions regarding allocation, specific product, or MSP compliance in general.
• Assists sales team and marketing department with educating customers on product offerings.

AVP / VP, Settlement Consulting

Claims Specialist

• The main duty of the Claims Adjuster is to adjust difficult losses for the program to which they are assigned.
• The Claims Adjuster is involved in complicated programs that generate high awareness among the client, the underwriting carrier, the sponsoring company, and CalSurance Associates.
• The Claims Adjuster will often be called upon to make presentations to these groups.
• Research applicable coverage for our insureds.
• Document coverage dates, limits, and restrictions.
• Identify and resolve any potential coverage questions.
• Draft reservation of rights and coverage denials for review and approval by the Coverage Senior Claims Adjuster.
• Secure supporting documentation for assigned claims.
• Investigate facts of underlying loss by securing statements and supporting documentation.
• Exercise judgment in applying legal liability to assigned claims and will have full settlement authority up to their specific authority.
• Assign defense counsel to answer and defend lawsuits when appropriate.
• Monitor and direct defense counsel, independent adjusters, and experts.
• Identify claims with potential exposure in excess of authority and advise the Claims Supervisor/Team Lead.
• Provide insureds, claimants and sponsoring companies with regular updates on status of file handling.