Brown & Brown Insurance

Account Manager

• Build, expand and solidify relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues.
• Build, expand and solidify relationships with carriers through regular communication and interaction on assigned accounts.
• Manage the renewal process for all assigned clients including reviewing loss information, providing assistance in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal and binders.
• Always selling or reaching out for new business opportunities in order to grow your current book of business by asking for referrals.
• Responsible for the day-to-day account management of client accounts, including but not limited to processing policies /endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Available after hours for client questions via phone or email as needed.
• Contract and certificate requirement review as needed.
• Maintaining the agency database for assigned clients.
• Documentation of conversations and information provided to and/or for clients.

Senior Commercial Lines Account Manager

Analyst

• Drafting, filing (as applicable), and implementation of forms, ensuring that forms adhere to system and regulatory requirements as well as organizational standards.
• Write business requirements and complete user acceptance testing of form-related product changes as they move through the product revision cycle into production.
• UAT (user acceptance testing) – Review specific changes are working as designed for forms changes.
• Analyze content, properly format, and coordinate referencing to related forms.
• Assist with creation of policy form language as needed.
• Research and evaluate state insurance laws, regulations, bulletins, and competitors’ offerings.
• Implement form changes accurately and timely to maintain compliance and deliver competitive products in the market.
• Review claim files, consult with various members of the claims teams for adherence to policy guidelines and limitations.
• Monitor claim activity and loss ratios to identify new trends.
• Participate in new product research and development, as needed.
• Auditing production, post deployment of system updates for all policy forms during the policy life cycle.
• Provide coverage analysis for underwriting, product team, carriers when looking at pressing issues in today’s market.
• Assist with manual editing of forms for tickets that do not have an immediate fix. (When form updates require manual editing, execute on Manual editing of forms.)
• Assist with recoveries of policies when we discover issue within system.
• Development of business requirements and presentations to support user training and system implementation.

Policy Forms Analyst II

Producer

• Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects.
• Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization.
• Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options.
• Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
• Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams.
• Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively.
• Review and resolve client disputes regarding complex claims.
• Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form.
• Actively participate in social, civic, trade organizations and industry associates which will assist in promoting Profit Center’s image.
• Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.

Employee Benefits Producer

Account Executive

• Designs, markets, and implements complex insurance programs on behalf of clients
• Conducts strategic planning meetings with clients to discuss and recommend risk management programs
• Coordinates services between the client and the insurance company
• Develops knowledge of a client’s business and industry
• Identifies the client’s exposure to loss and the means to address them
• Leads in the development of a marketing plan to include creation of insurance specifications
• Negotiates with underwriters on behalf of clients
• Creates & reviews insurance proposals to compare competitive insurance program options
• Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc.
• Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews

Account Executive – Property

Financial Planning and Analysis

• Business partner to the Managing Director and Leadership team
• Oversee custodial treasury activities, aligning appropriate controls over cash management and investments with Group treasury
• Approval of Investments submitted by the FBP.
• Build relationships with Banks and Investment Brokers.
• Review and approve interest calculations relating to tenancy deposits.
• Review money market and treasury reporting for accuracy and regulatory compliance.
• Own and oversee six-monthly and annual government and regulatory reporting.
• Ensure submissions are accurate, timely, and compliant with UK regulatory requirements.
• Maintain documentation and governance to support regulatory reviews and audits.
• Provide financial insight and challenge on strategic and commercial initiatives.
• Monitor operating expenses to ensure expenses are accurately allocated, appropriate accruals are in place where necessary (i.e. bonus accruals), and on budget, highlighting variances and expense trends
• Review and oversee Control Self Assessments (CSAs) in line with Sarbanes-Oxley requirements.
• Ensure effective financial controls are designed, implemented, and operating as intended.
• Lead a team of appropriately skilled Finance professionals in delivering the provision of real-time support and financial analysis to business directors.
• Act as a key contact for internal and external audit matters.
• Prepare and review monthly flash reporting with clear performance commentary.
• Lead forecasting and budgeting processes in collaboration with senior stakeholders.
• Oversee the production of high-quality quarterly Board reports, attending and presenting on performance, risks, opportunities, and key issues.
• Communicate financial results clearly to senior leadership.

Finance Director

Systems Engineer

• Manages a team of analysts responsible for the analysis of new business system development and existing system improvement
• Allocates analysis team resources and monitors deliverables to ensure client needs are met successfully and in a timely fashion
• Builds test plans and data
• Coordinates with other teams to identify and implement new systems to support business function at effective cost
• Manages subordinate staff in the day-to-day performance of their jobs
• Ensures that project/department milestones/goals are met and adhering to approved budgets
• Reviews, analyzes, and evaluates business systems and user needs
• Documents requirements, defines scope and objectives, and formulates systems to parallel overall business strategies
• Detects, and reports system errors and discrepancies, analyzes and develops specifications for the correction of errors
• Performs functionality and system testing to simulate end user experience
• Performs exploratory testing and analysis for quality assurance before an application is released.

Business Systems Analyst – Lead

General Counsel

• Conduct a comprehensive review of enterprise-wide policies, standards, and guidelines to identify gaps, inconsistencies, redundancies, and outdated provisions.
• Partner with Legal, Compliance, Risk Management, IT, HR, and business leaders to align policies with regulatory requirements, internal controls, and business objectives.
• Lead efforts to rationalize, standardize, and modernize enterprise policies, including governance frameworks and approval processes.
• Support policy lifecycle management, including drafting, revisions, approvals, and periodic review.
• Support the development, implementation, and ongoing oversight of Brown & Brown’s Technology & AI governance framework on a global basis.
• Monitor legal, regulatory, and industry developments related to AI, data usage, and emerging technologies.
• Assist with drafting and maintaining Technology and AI-related policies, standards, and contractual guidance.
• Partner with Technology, Security, Procurement, and business stakeholders to ensure responsible and compliant use of technology tools and vendors across the enterprise.
• Lead and manage discrete legal and governance projects as assigned by the Chief Technology & Intellectual Property Counsel.
• Provide legal analysis and recommendations on enterprise risk, governance, and technology-related initiatives.
• Prepare executive-ready summaries, presentations, and briefing materials for senior leadership and committees.
• Support cross-functional initiatives requiring legal coordination and enterprise-level alignment.

Counsel – Enterprise Technology Governance

Risk

• Gather, manage, manipulate, and analyze data sets for various projects.
• Complete various standard or ad-hoc reports.
• Run loss forecasting using actuarial templates.
• Interpret and explain the outcomes from various reports, both internally and externally, verbally and in writing.
• Provide presentations and training sessions on various outputs and systems.
• Perform miscellaneous duties and projects as assigned.
• Champion use of AI to enhance processes and drive ongoing innovation.
• Set-up, manage, and support risk management information systems on behalf of clients.
• Utilize various Risk Management Information Systems to gather client data.

Property & Casualty Risk Analyst

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

Project Manager

• Maintain the team portfolio/roadmap, including priorities, milestones, owners, dependencies, and status.
• Run initiative intake and ensure requests are documented, scoped, and triaged consistently.
• Create practical project plans (scope, timeline, work breakdown, RAID, decision log) and keep them current.
• Own end-to-end project execution, ensuring assigned projects, tasks, and activities are delivered on time and within approved budget parameters.
• When necessary, lead core project routines (kickoffs, working sessions, stakeholder reviews) with clear agendas, notes, and action items.
• Track tasks and commitments; follow up to closure and escalate blockers, risks, and decisions needed.
• Coordinate cross-functional work and handoffs; manage dependencies and change impacts.
• Proactively manage changes in project scope, timelines, and priorities, and partner with stakeholders to assess impacts and develop contingency plans as needed.
• Build the team operating cadence (weekly planning, status reporting, quarterly planning support).
• Produce concise updates for leadership and stakeholders (progress, risks, next steps).
• Standardize templates and processes to improve organization, consistency, and throughput.

Senior Project Manager

Business Development Rep

• Work with Leadership to develop coordinated business plans, strategy, manage sales projects, provide feedback and foster growth through measurable goals.
• Identify and pursue new business opportunities by networking, prospecting, and engaging potential clients to expand insurance portfolio.
• Serve as a trusted advisor to clients, providing tailored insurance solutions, expert guidance, and ongoing support to ensure their needs are met and risks are managed effectively.
• Collaborate with internal teams to develop campaigns and support community involvement.
• Analyze market trends and competitor offerings to inform strategic decisions and maintain a competitive edge.
• Promote the growth of BBNW through the sale of new accounts.
• Build, expand, and solidify relationships within the Community.
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
• Monitor level of customer service and assist with claim issues as needed.
• Set regularly scheduled meetings on a frequency that is appropriate for sales growth.
• Maintain good relations with carrier personnel.
• Keep current on marketplace changes.
• Duties are done independently or in a team environment.
• Other duties or special projects may be assigned.

Business Development Specialist

• Develop and nurture relationships with new and existing assigned agents to drive qualified risk selection and foster long-term partnerships.
• Generate new premium growth through interaction with new and existing agencies (phone calls, emails, face-to-face visits, etc.).
• Identify and develop new agency opportunities through prospecting.
• Deliver training and ongoing support to new and existing agencies, ensuring clarity on systems, products, and underwriting guidelines.
• Serve as a subject matter expert on our product offerings and core systems and stay informed on industry trends and competitive landscape.
• Provide account management support for agencies and maintain accurate records of agency interactions using Salesforce.
• Collaborate with the marketing department to ensure consistent and effective agency communication.
• Proactively monitor key performance metrics and identify opportunities for improvement or additional training.
• Work proactively with product management to communicate competitive information and convey necessary product modifications or new opportunities.
• Meet or exceed individual or team goals consistently.

Agency Development Manager – National Partnerships

• The Financial Resources Consultant is knowledgeable and experienced with pricing Group Insurance and administrative services across Life, Absence/ Disability, Supplemental Health, Vision and/or Dental products
• Partners with internal teams to develop strategy and ensure clients receive the most competitive pricing and programs available in the market
• Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental
• Serves as the primary financial expert and contact for the account teams and is responsible for all financial aspects of SNS’ clients’ programs
• Uses an evidence-based approach to analyze SNS’ clients’ experience
• Partners with the Sales and Service organizations to develop a strategy that addresses trends in the experience

Financial Resources Consultant – Employee Benefits, National Accounts Underwriting

• Create a market plan with direction and assistance from Agency management.
• Continually identify and locate prospects based upon the market plan.
• Contact prospects by personal visits, over the telephone, and by direct mail.
• Determine expiration dates plus present scope of insurance coverage.
• Determine the prospect's needs and wants.
• Qualify a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability).
• Create Prospecting Reports, as requested by Sales Manager/PCL.
• Provide Clients/Prospects with a complete risk review.
• Review up-coming expiration list and notifies AM of appropriate renewal directions.
• Review expirations and attends monthly renewal meeting with client, collecting necessary information and reviewing ICR.
• Review endorsement, claim, audit and cancellation notices when sent by AM.
• Assist AM and others with contacting clients as requested.

Personal Lines Producer

• Prospect, develop, propose and bind new business
• Actively pursue new customer prospects through telemarketing, networking, and personal referrals
• Renew existing customers every year
• Assist in the collection of required coverage information and necessary deposit and renewal premiums
• Maintain the proper documentation for existing and prospective customers
• Oversee all aspects of your new customers with the assigned account manager
• Drive and support cross-selling strategies for existing customers, as well as new relationships
• 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
• Always conduct the highest level of confidentiality.