Brown & Brown Insurance

Administration

• Process certificates from start to finish in AMS360
• Review requirements to make sure certificate shows all coverages required
• Alert Account Managers if coverage does not meet certificate requirements
• Attach certificate request/copy of certificate in Paperwise/TAM
• Send certificate spreadsheet to insured 30 days prior to renewal and update AMS360 as necessary
• Process certificate renewals once Account Manager sets up templates, including sending zip file to insured
• Request changes from carriers via online or email
• Update current and future (if applicable) applications in AMS360 with changes
• Create endorsement task and attach Insured’s change request as received from Account Manager
• Process endorsements and create endorsement letter within 30 days of receipt
• Process 6 month audit letters, mail/email to insured
• Process Final General Liability & Work Comp audit letters within 48 hours of receipt, mail/email letter to insured
• Order loss runs on a monthly basis per list received from Account Managers
• Gather and attach loss runs in ImageRight upon receipt from carrier(s)
• Notify Account Manager when loss runs are complete, deliver request form to AM
• Create Acord loss form in AMS360 and task in ImageRight
• Notify/Process claim with carrier(s) within same day as received from Account Managers
• Follow-up with Adjusters periodically throughout claim, alert Account Managers of any changes/updates

Commercial Lines Account Administrator

Account Manager

• Build and strengthen relationships with existing clients.
• Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.
• Develops and oversees service plans for each client determining and understanding their needs and requirements.
• Ensures proper resources from within the office are involved with the client.
• Plans, organizes and leads internal meetings related to the service plan.
• Plans, organizes and leads client meetings.
• Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business.
• Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.
• Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.
• Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts.
• Monitors utilization of on-line processing systems.
• Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable).
• Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.
• Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.
• Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.
• Keeps management apprised of developing opportunities and risks with client accounts.

Professional Lines Account Manager

• Serve as the primary contact for routine client and member service needs, including ID cards, claims issues, eligibility inquiries, and general benefit questions.
• Respond to hotline and email requests promptly and professionally, ensuring client and member satisfaction.
• Document all interactions thoroughly within internal systems.
• Maintain accurate and up-to-date client records within the BAM system.
• Monitor internal workflows and ensure tasks are completed in a timely and compliant manner.
• Peer review marketing proposals and provide constructive feedback to the Marketing Analyst.
• Update AMS with fee agreements and coordinate invoicing when applicable.
• Prepare and distribute benefit summaries, enrollment guides, and other client-specific communication materials.
• Create Open Enrollment and new hire benefit guides tailored to client plans.
• Support and attend employee education sessions (virtual or in-person), including Q&A and general benefit support.
• Coordinate with vendors and carriers to ensure open enrollment activities are completed on time.
• Respond to employee questions and requests, escalating as needed.
• Distribute templated compliance communications for requirements such as PCORI, ACA filings, Medicare Part D, Wrap Documents, and Section 125 plans.
• Request and track Certificates of Coverage from carriers.
• Update plan information and rates with COBRA vendors.
• Maintain the Wrangle dashboard to support Schedule A and 5500 filing timelines.
• Work cross-functionally with Marketing Analysts, Account Executives, and other internal teams to support strategic client objectives.
• Provide updates on service issues, assist with marketing or implementation needs, and contribute to a consistent, high-quality client experience.
• Proactively communicate internal updates and ensure visibility into client status across teams.
• Perform other duties as assigned.

Benefits Administrator

Account Executive

• Manage and retain existing book of business and pursue new opportunities for the book
• Spend approximately 30-40% of the time outside with customers and new business opportunities
• Provide customer relations with all levels of client's decision-makers
• Follow-up to address customer needs and resolve any problems or issues
• Ensure proper resources from within the organization are involved with the customer
• Develop and oversee customer service plans for each client
• Document information into the sales management database
• Encourage and motivate team members to achieve or exceed agency standards
• Prepare customer renewals and new business strategies
• Present proposal to customer, ensuring appropriate team members and resources are represented/attend
• Promote teamwork and commitment to department/agency goals
• Remain current on industry trends and information, new product development, legislation, coverages and technology.
• Remain up to date with current market conditions and status of competition.

Employee Benefits Account Executive

Sales

• Respond to inbound inquiries from dealership partners via phone and email
• Assist with new business quotes, endorsements, and basic policy servicing tasks
• Collect and verify customer and risk information for accuracy and completeness
• Enter and maintain data within agency management systems
• Follow established procedures for quote handling, documentation, and workflow routing
• Escalate complex or licensed activities to appropriate team members
• Follow up on outstanding requests and incomplete submissions
• Maintain clear, professional communication with internal staff and external partners
• Support onboarding efforts for new dealership partners as needed
• Provide general administrative and operational support to the Dealer Services team

Personal Lines Inbound Sales Associate

• Design and implement an integrated marketing and sales enablement strategy that aligns with divisional and enterprise goals, driving stakeholder engagement, organic growth, and retention.
• Champion the launch and ongoing evolution of the divisional brand, ensuring all initiatives are strategically resourced and executed for maximum impact.
• Lead the development and execution of go-to-market plans, product launches, customer events, and content marketing that amplify brand presence and support revenue objectives.
• Serve as the primary architect of divisional marketing priorities, translating business needs into actionable plans and measurable outcomes.
• Develop, manage, and optimize the divisional marketing budget, ensuring resources are allocated to high-impact initiatives and financial targets are consistently met.
• Define, track, and report on key performance indicators (KPIs), sales enablement effectiveness, and marketing ROI, leveraging data-driven insights to inform strategy and demonstrate business value.
• Implement systems for continuous improvement, ensuring all marketing investments deliver quantifiable results and support divisional growth.
• Lead the creation and deployment of sales enablement programs, tools, and resources that empower field teams, strengthen digital platforms and drive revenue growth.
• Foster collaboration with divisional leaders, central marketing, and shared service teams to ensure alignment, share best practices, and maximize the impact of marketing efforts.
• Facilitate regular business reviews and marketing meetings to communicate priorities, progress, and impact to stakeholders.

VP, Marketing & Sales Enablement – Programs

Financial Planning and Analysis

• Analyzes various group products, including 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
• Partner with the Sales and Service organizations to develop a strategy that addresses trends in the experience
• Evaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients
• Prices self-insured products using complex data extracts
• Supports the Account teams with ad-hoc financial analysis
• Provides ROI analysis and exhibits
• Develops client-specific statutory feasibility analysis.

Financial Consultant

Consultant

• Build trust, rapport, and a deep understanding of client project needs and deliverables while serving as a liaison and internal advocate for clients.
• Assist with preparation of written statement of work (SOW) requirements and manage project deliverables from inception to completion.
• Ensure exceptional service delivery through personal efforts and guiding project team members.
• Provide proactive, personalized, and strategic support to deliver a seamless client experience.
• Prepare and lead internal and external meetings with key stakeholders to align objectives and expectations.
• Collaborate with associates to maintain accurate, up-to-date documentation of client interactions, milestones, issues, and deliverables.
• Ensure consistent execution of tools, communication protocols, and project processes.
• Analyze project workflows, identify gaps, and implement corrective actions, including managing escalations as needed.
• Conduct reviews to ensure deliverables align with client goals and project requirements.
• Manage multiple projects, analyze data, and disseminate findings to relevant departments.
• Ensure project deliverables are met with clear and timely communication, in collaboration with colleagues.
• Utilize advanced analytical skills and in-depth knowledge of the marketplace and healthcare industry to build strong client relationships and develop effective, informed project strategies.
• Collaborate with the executive sponsor and team to evaluate progress and refine goals as necessary.

Senior Consultant – Client Management

Data Scientist

• Identify, extract, and integrate non-traditional data sources into workflows using generative AI
• Prototype, build, and iterate on data enrichment pipelines
• Design, build, and maintain advanced predictive models for risk decisions
• Collaborate closely with actuaries and fellow data scientists
• Own models end-to-end — from hypothesis formation and data collection to deployment
• Apply generative AI tools to underwriting and pricing problems
• Ensure all solutions are maintainable, well-documented, consistent with established team standards
• Partner directly with underwriters and business leaders
• Serve as a technical authority and mentor for the broader data science team

Senior Data Scientist – AI

Marketing

• Meet requirements for licensing as directed by the branch/agency
• Draft and construct presentations, spreadsheets, binders as well as various reports and analyses as assigned
• On all assigned accounts: Use system to create RFP to begin renewal processes
• Work with AE/ AM to request early renewal release and 24 months of claims experience from carriers
• Prepare RFP for review with Account Manager and Producer
• Release RFP to selected Carriers
• Follow-up, receive and review quotes received from Carriers
• Review all quotes and marketing correspondence with AE / AM for determination of what plans and rates to utilize
• Finalize customer presentations with Account Manager and Producer
• Maintain effective information management between Account Manager, Producer and Carrier through all applicable means of communication
• Ensure all applicable data is kept accurate and files maintained
• Follow Agency guidelines, policies and procedures
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Other duties as assigned

Marketing Assistant – Employee Benefits

• Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as carrier partners and internal resources throughout the organization.
• Identify gaps in coverage and advise the client and prospective clients with options; as well as work through complex coverage needs.
• Responsible for loss analysis, providing coverage comparisons, review of policy forms, claims reporting and resolution, and responding to coverage questions for assigned book of business.
• Ensure matters are tended to in relation to the assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes.
• Manage the renewal process for all assigned and prospective clients including loss trend analysis, the negotiation of renewal pricing, stewardship reporting, as well as preparing and delivering the renewal proposals and binders.
• Grow book of business through networking and referrals to identify prospects, and cross-selling.
• Support sales team with new business meetings and implementation of new clients.
• Create and present educational materials for value-add services to clients and prospects.
• Review and resolve client disputes regarding complex claims.
• Ensure internal compliance and client disclosure requirements, policies, endorsements, and certificates meet client expectations, legal requirements, and insurance operations.
• Support training initiatives for new service and sales teammates.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing.
• Attend internal and external meetings.
• All other duties as assigned.

Commercial Account Executive

Sales Operations Manager

• Support all sales efforts for the CTI organization
• Track proposal requests within the Wrike and CRM tools and coordinate internal draft proposals, review process, and deliver to final audience
• Manage, monitor, and notify CTI Sales team of RFP opportunities from the bid RFP services tool utilized by CTI
• Support coordination of RFP initiatives including managing RFP Wrike tool process, coordination of deliverables from internal teammates, communications with prospects/channel partners, coordinate finalist meetings, and other related tasks
• Research opportunities that are out-for-bid or will be going out to bid through our bid research tool
• Research competitive intel and other types of requested information using our competitor intel tool and facilitate the internal competitor data capture process
• Maintain sales pipeline information within Wrike for reporting to Leadership
• Assist in reviewing the creation of sales sheets, proposal content, RFP content, presentation slides and other marketing pieces as requested
• Participate in regularly scheduled internal sales meetings
• Directly support requests from Brown & Brown brokers/offices and coordinate with Sales team.

Sales Operations Coordinator

• Leads acquiring new sales opportunities for the CTI Audit Solutions (CTI) organization.
• Works directly with external companies and Brown & Brown internal channel partners to win new business and grow revenue for CTI.
• New sales opportunities will be acquired through building relationships, providing proposals, responding to RFPs, and other methodologies as needed.
• Work with internal sales support team as well as audit operation teammates to gain assistance with meeting the needs for new opportunities and gaining new business.
• Collaborate with internal teams to share ideas about new services and provide insight on the needs of the customers.

National Sales Representative

• Provide prompt, accurate, courteous service to customers and company personnel.
• Grow and develop talents and insurance knowledge to the highest level possible.
• Participate in seminars and classes for skill and knowledge development.
• Obtain renewal information requested by the company underwriter.
• Complete and prepare marketing information with client as requested/required by carrier.
• Review company issued new and renewal policies, endorsements, and audits for accuracy in rating, typing, endorsements forms and coverages.
• Review all applications for accuracy.
• Ensure applications match coverage bound.
• Work with Commercial Lines Assistants to issue Certificates, Evidence of Property, ID Cards and invoices, etc.
• Handle telephone requests and written miscellaneous correspondence.
• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing E&O exposures.
• Be familiar with and follow agency E&O guidelines.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
• Keep Producers/Department Manager fully informed of all important activities on their accounts.

Commercial Lines Account Manager

Customer Support

• Audit and upload data for moderately (or greater) complex new customer website implementations or on an ongoing basis for existing customers
• Create, configure, monitor, and manage new and existing EDI files for moderately (or greater) complex customer websites using third-party software
• Primarily responsible for final testing, auditing, and troubleshooting of own work and that of Analysts and Senior Analysts, including reviewing and resolving internal EDI questions and discrepancies to ensure proper functionality
• Demonstrates a strong ability to interpret and follow SOPs; assists in the development of SOPs and provides process improvement recommendations for the primary platform
• Build courteous and successful relationships with customers, vendors, and carriers to improve customer retention
• Provide direct and indirect (through teammate development) daily support to assigned customers and/or customers as directed
• Maintain a working knowledge of health and benefits products, services, and tools to appropriately configure, test, and renew EDI software tools
• Promote teamwork, support, knowledge sharing, and a positive attitude within the department and office
• Promote a commitment to achieving or exceeding internal and external performance standards both individually and through teammates
• Accountable for individual quality assurance on low to moderate complexity EDI builds, including renewal activity and discrepancy resolution
• Anticipate and respond to customer and internal support questions related to EDI, working directly with customers, carriers, and internal teams as assigned
• Demonstrate proficiency in root cause analysis and serve as a subject matter resource in customer and internal meetings as needed
• Follow department guidelines, policies, and procedures, including professional development and continuing education required for valid licensing
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology
• Pursue continuous personal and professional development
• Perform all other duties as assigned.