Brown & Brown Insurance

Risk

• Overview of our business, MGA, and how it fits into the larger insurance market.
• Understand the lifecycle of insurance products from conception to market launch.
• Learn the fundamentals of policy management and customer service excellence.
• Gain insights into risk assessment, policy pricing, and the underwriting decision-making process.
• Discover strategies for effective marketing and sales, focusing on building relationships with brokers and clients.
• Prepare and share what you learned with our Leadership Team.

Risk Management, Insurance Internship

Learning and Development

• Designs, develops, and implements learning programs, job aids, and performance support tools that support operational workflows, systems training, and business processes.
• Performs needs assessments in partnership with operational leaders to identify knowledge gaps, skill gaps, or process gaps that impact performance or customer experience.
• Translates complex operational content into structured learning experiences including curricula, documentation, guides, simulations, and reference materials.
• Partners with SMEs, Process Owners, QA/Audit, and Operations leadership to define learning requirements and validate content accuracy.
• Coordinates with LMS administrators and external vendors to ensure content distribution, accessibility, tracking, and reporting.
• Monitors feedback, evaluates effectiveness, and measures learning outcomes using performance, quality, and operational metrics.
• Continuously optimizes learning processes and assets to reduce rework, improve time-to-competency, and enhance user experience.
• Conducts research and benchmarking on learning trends, learning technologies, and workflow enablement tools.
• Supports audits, compliance updates, rollout communications, change management, and documentation related to new products, system releases, and operational changes.
• Leads small-to-medium scale L&D projects and contributes to cross-functional initiatives that improve operational training maturity.
• Prepares written and verbal summaries, training plans, and recommendations for senior stakeholders.

Learning and Development Manager

Consultant

• Analyzing SNS’ clients’ experience, and presenting findings to management, the Account teams, and clients
• Determining pricing based on this evidence analysis, and negotiating with carriers to ensure fair and competitive pricing for our clients
• Making complex and accurate claim picks, developing reserves, and calculating expense factors and components
• Pricing self-insured products using complex data extracts
• Supporting the Account teams with ad hoc financial analysis
• Providing ROI analysis and exhibits
• Creating client-ready reports and presentations
• Developing new reports and tools
• Attending client meetings and conference calls as needed to provide underwriting and financial expertise
• Monitoring the SNS book of business, identifying trends by product, industry, account team, and carrier
• Analyzing various insurance products, including but not limited to, Voluntary Benefits, Dental, Vision, and Critical Illness.

Senior Financial Consultant – National Accounts, Employee Benefits Underwriter

Account Executive

• Develop customized benefits solutions tailored to the unique needs and goals of each client.
• Identify and implement opportunities for improvement and innovation, ensuring that our clients receive best-in-class benefits administration across third-party platforms including ADP , Workday , bswift , and PlanSource.
• Uphold our commitment to excellence by consistently meeting and exceeding Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
• Serve as the primary point of contact for assigned clients, managing day-to-day operational support, platform inquiries, escalations, and benefit-related requests.
• Gather and analyze client feedback, identifying areas for improvement, system optimization, and enhanced employee experience within third-party platforms, and lead the implementation for any necessary changes.
• Partner with clients & internal team to support benefits administration activities including Open Enrollment, New Hire and Qualifying Life Event processing, eligibility updates, and ongoing enrollment maintenance.
• Build positive relationships with existing clients, ensuring their satisfaction with our services.
• Conduct annual “Year in Review” with the client to identify and implement improvements.
• Lead collaboration between clients, executive leadership, and external stakeholders, resolving issues with top-tier professionalism.
• Provide administrative support including meeting scheduling, maintaining current client documentation, and providing guidance for internal standard operation procedures.
• Work with internal partners to manage, update and approve the ir benefits administration portal and enrollment transactions, ensuring a seamless and user-friendly experience for clients and their employees.
• Manage client benefit requests, including benefit changes, product upsells, new groups, acquisitions, divestitures, and escalated issues.
• Stay informed of industry trends, regulatory changes, and emerging technologies to maintain a deep understanding of the benefits landscape.
• Generate and provide client facing reporting, scheduled and on an ad-hoc basis.
• Assists with special projects such as client implementations, dependent eligibility audits and renewals.
• Perform other duties as assigned.

Underwriter

• Learn underwriting discipline to make determinations to approve, modify, or escalate risks based on underwriting guidelines of the carrier, with guidance and direct mentorship from experienced underwriters.
• Build technical underwriting skills through training and hands-on learning, gaining experience in account reviews, underwriting thought processes, and file documentation, including underwriting decisions, approvals, correspondence, and follow-ups under supervision.
• Gain knowledge of how to process underwriting referrals or other assigned work/risk reviews.
• Provides phone/chat coverage; build foundational knowledge needed to provide phone/chat coverage as necessary to meet client service levels.
• Provide support for team Inbox and/or Dashboard by working assigned tasks.
• Build and maintain strong relationships with agents and clients by responding to inquiries in accordance with SOPs, ensuring clarity in communication, and delivering customer-centric solutions.

Underwriting Tech I

• Serve as the lead clinical strategist for employer and consultant teams, shaping pharmacy and specialty benefit design to balance access, outcomes, and cost.
• Provide deep clinical expertise across therapeutic areas (oncology, inflammatory, rare disease, cardiometabolic, etc.) to guide plan decisions and formulary optimization.
• Support PBM contract evaluation and vendor selection, ensuring clinical alignment with rebate structures, utilization management, and performance guarantees.
• Design and implement innovative clinical and cost-containment programs, including specialty carve-outs, GLP-1 management, and value-based contracting models.
• Translate clinical data into financial impact models demonstrating ROI, total-cost-of-care savings, and MLR improvement.
• Partner with actuaries, analytics, and finance teams to develop evidence-based recommendations for benefit design and specialty program oversight.
• Author executive-level insights, client deliverables, and thought leadership to advance RSC’s market leadership in pharmacy consulting.
• Mentor internal consulting teams to elevate clinical depth across the practice.

Senior Consultant – Clinical

Administration

• Answer incoming phone calls on assigned programs
• Accurately enter claim information in electronic databases
• Effectively communicate and understand program coverages
• Adjudicate claims based on coverage limits
• Make outbound calls to ensure consumer needs are met
• Work directly with shops to help consumers receive their warranty benefits

Automotive Warranty Administrator

• Support senior captive consultants and managing directors in servicing existing captive clients, including preparation of financial analyses, presentations, and client deliverables.
• Participate in client meetings, calls, and presentations, with increasing responsibility over time for discrete workstreams and client interaction.
• Assist in assessing client risk profiles and alternative risk financing strategies, including captive feasibility and optimization opportunities.
• Prepare and support captive feasibility studies, including financial modeling, funding analyses, and scenario evaluation.
• Review and interpret captive financial statements prepared by Brown & Brown, external actuaries, and auditors.
• Assist with premium cash flow analysis, loss run evaluation, reinsurance structures, and capital adequacy considerations.
• Maintain accuracy and organization of financial models, working papers, and supporting documentation for senior‑level review.
• Support research and analysis of captive domicile requirements, regulatory frameworks, and governance structures across U.S. and offshore domiciles.
• Assist with preparation for regulatory filings, audits, and examinations, under the direction of senior team members.
• Develop working knowledge of major U.S. domiciles and offshore domiciles, with exposure to additional international jurisdictions over time.
• Develop an understanding of large‑account insurance programs across multiple lines of business and industries.
• Build foundational knowledge of insurance brokerage operations and how captives integrate into broader risk and insurance programs.
• Provide internal and external education on captive insurance concepts as appropriate to experience level.
• Support new business initiatives, including preparation of prospect materials, pitch decks, and support for proposals.
• Assist in identifying opportunities to expand or enhance existing captive programs.
• Actively participate in training, mentorship, and professional development activities to build captive and alternative risk expertise.
• Collaborate effectively with internal teams, including actuaries, auditors, account managers, and producers.
• Manage multiple priorities and deadlines in a fast‑paced consulting environment.
• Perform other duties as assigned to support the captive practice.

Captive Consultant

• Ensure the retirement plan is administered in accordance with Plan Documents.
• Execute and/or oversee day‑to‑day plan administration activities, including file submissions, recordkeeper coordination and oversight, and teammate interactions and customer assistance.
• Act in a fiduciary capacity on behalf of and as directed by the Investment Committee to ensure compliance with ERISA and other applicable regulations.
• Ensure timely and accurate remittance of records and files to the recordkeeper.
• Serve as an internal resource for ADP/ACP testing, top‑heavy testing, and ERISA/IRS/DOL compliance matters.
• Coordinate Form 5500 filing with auditors.
• Perform record audits, including eligibility and deferral reviews.
• Manage teammate communications and provide exceptional customer service.
• Communicate plan changes and updates.
• Review plan statements and participant accounts; answer teammate questions thoroughly and professionally.
• Collaborate cross‑functionally to communicate eligibility, enrollment processes, deferral elections, and plan options (e.g., pre‑tax, Roth, after‑tax, rollovers).

Retirement Plan Administrator

Digital Marketing

• Own enterprise digital marketing and MarTech as a primary growth engine, directly accountable for pipeline acceleration, revenue impact, and organic growth.
• Convert executive growth priorities into aggressive, multi-year digital and MarTech roadmaps, tightly sequenced to unlock scale, speed, and measurable sales impact.
• Allocate investment across paid, owned, and earned channels to maximize ROI, with clear performance targets for SEO, PPC, demand generation, and conversion.
• Optimize high-impact digital channels and platforms (website, portals, email, apps) to drive acquisition, cross-sell, and producer productivity across the customer lifecycle.
• Integrate lead generation, routing, CRM, and campaign execution to increase sales velocity, improve win rates, and eliminate leakage across the funnel.
• Enforce governance, standards, and performance KPIs tied to pipeline contribution, sales-qualified leads, conversion rates, and revenue outcomes.
• Continuously deploy emerging technologies and automation to scale growth, improve forecasting accuracy, and create a durable competitive advantage.

Vice President, Marketing Technology, Digital Marketing

Software Engineer

• Develop knowledge of a client’s business and industry and their specific risk profile
• Identify client exposures to loss and means to address them
• Develop and maintain relationships with insurer loss control representatives and other service providers
• Keeps abreast of changing conditions and innovations
• Coordinate services of insurer safety engineers
• Develops and maintains client service plans, manages mid-term changes and assists in stewardship reviews
• Promptly and accurately respond to client requests
• Responsible for maintaining current knowledge of regulatory standards
• Assist account management in reviewing risk/loss control survey reports
• Collaborate as a team with our internal and external partners and customers
• Knowledgeable of sprinkler plan design and other property related loss control standards

Loss Control Consultant – Property Risk Engineering

Accounts Receivable

• Daily invoicing and reconciling transactions from our operations system to our accounting system.
• Ensure proper fee structures are accurately billed to customers.
• Apply daily cash receipts to Workday.
• Process daily EFTs for overpayments due from claimants, both in accounting system and operational workflow system.
• Maintain and update accurate Accounts Receivable aging and reconcile to the general ledger.
• Assist in preparing monthly revenue recognition report.
• Assist Senior Accountant with Salesforce Finance workflow implementations.

Accounts Receivable Specialist

Operations

• Daily intake, transformation, validation, configuration, and loading of claims and EOB data
• File intake and organization
• Data standardization & short-term file corrections
• System processing, validation, & reconciliation
• Client & policy configuration
• Vendor transition & knowledge transfer
• Partnering with IT during modernization (operator, analyst, & QA role)

Healthcare Data Analyst

Producer

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
• Follow-up to address client needs and resolve any problems or issues.
• Train client personnel as necessary or as instructed by Regional Manager.
• Ensure proper resources from within the organization are involved with the client and introduce new products, where appropriate.
• Provide weekly action reports along with leads and opportunities timely as instructed by Team Leaders.
• Present proposal to clients, ensuring all appropriate team members and resources are represented/attend.
• Follow Agency guidelines, policies, and procedures.
• Remain up to date with current market conditions and status of competition.
• Perform other duties as assigned.

• Lead client engagements focused on advanced primary care, onsite clinic optimization, and direct contracting strategies
• Conduct health center data analysis, including claims analysis, breakeven modeling, and strategic recommendations
• Design and manage end-to-end RFP, including strategy sessions, vendor evaluation, finalist facilitation, BAFO coordination, and contract negotiations
• Develop multi-year strategic roadmaps with defined goals tied to utilization, engagement, clinical outcomes, and financial ROI
• Oversee vendor accountability, performance guarantees, staffing model audits, and operational effectiveness
• Facilitate stakeholder alignment sessions with HR, Finance, Procurement, and Executive Leadership
• Support implementation and transition processes to ensure seamless clinic go-live and operational stability
• Contribute to business development efforts by supporting producer strategy and client solution discussions
• Maintain subject matter expertise in advanced primary care, occupational medicine integration, and employer-sponsored care models