Brown & Brown Insurance

Account Manager

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer of options to advise the client.
• Manage the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
• Manage the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
• Assist in growing the assigned book of business through account rounding and referrals.
• Support marketing and sales teams as needed.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies and procedures

Commercial Lines Account Manager

• Manage a small book of assigned accounts
• Attend any required training sessions and courses to maintain skills and licensing requirements
• Process certificates of insurance for the team
• Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
• Respond to customer emails and phone calls as assigned and if licensed
• Copy and assemble proposals
• Address policy change requests by processing endorsements
• Check policies ensure each policy is delivered to the customer within 30 days of receipt
• Review and verify renewals and issue invoices
• Prepare renewal reviews as needed for the team
• Order loss runs and assist with data capturing for captive programs
• Increase revenue by crossing selling and writing new business
• Duties are done in a team environment
• Other duties or special projects may be assigned

Commercial Lines Associate Account Manager

Director

• Providing project management to lead Brown & Brown PBM client relationships.
• Overseeing implementation and ongoing processes of client deliverables and projects
• Conducting quarterly reviews with clients
• Responding to ongoing client issues and other client/partner requirements
• Participate in vendor management activities including escalation and resolution of issues on behalf of client
• Development of project plans taking into consideration the overall team and client expectations
• Coordination of RFPs, renewals, and market check projects for assigned client relationships
• Manage client engagement teammate within NPT
• Engage in recruiting and selection process
• Provide mentorship and training
• Support the pharmacy analytics department in drug claims data analysis involving pharmacy client relationships and projects.
• Detailed analysis of pharmacy utilization and financial performance to provide key insights to clients for trend management
• Using reporting and output to identify key areas of focus, costs and trends to research and question data further
• Providing commentary and recommendations based on the results to clients on an ongoing basis
• Peer reviewing analyses for quality assurance
• Coordination with PBMs and external vendor partners to receive necessary data, information and responses
• Adhering to project timelines including requests and follow up to ensure all data is received according to project plans
• As a part of renewals, RFPs, and market checks – perform contract review and negotiation with selected PBMs and vendor partners
• Assist in organic growth goals through sales opportunities with NPT and existing clients.
• Upsell of additional pharmacy services and pursue cross-sell referrals to broader Brown & Brown departments for non-pharmacy services opportunities.

Senior Director, Client Engagement

• Manage the daily account management of an assigned book of business, including invoicing, claims reporting and follow-up, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
• Oversee the completion of administrative tasks, including issuance of certificates of insurance and auto ID cards and processing policies/endorsements.
• Build successful relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer of options to advise our clients.
• Support the renewal process for all assigned and prospective clients with the producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing, and preparing the renewal proposal and binders.
• Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
• Help grow the assigned book of business through account rounding and referrals.
• Support marketing and sales teams.
• Follow agency guidelines, policies, and procedures.

• Process daily mail, including faxes and e-mail, for assigned accounts.
• Answer and process all telephone requests for assigned accounts.
• Maintain account files in an orderly sequence according to established procedures.
• Secure Insurance Coverage Review checklist on New and Renewal accounts over $2,500 in revenue.
• Enter all required data into system to maintain current file data on assigned accounts.
• Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
• Handle renewal marketing of accounts.
• Attend carrier and industry meetings and seminars.
• Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures manual.
• May take claim calls and report to carriers as defined in the company procedures.
• Secure loss runs and experience modification worksheets on assigned accounts.
• Maintain suspense or follow-up system for correspondence/requests.
• Process premium finance agreements as needed.
• Prepare billings and/or invoices on a timely basis.
• Assist client through preparation of Excel spreadsheets and premium breakdowns.
• Assist in the collection of premiums and audits as defined in the procedure’s manual.

Senior Account Manager

Insurance

• Monitor and assist in the compliance of the risk management (Insurance Operations) program for the Profit Center in accordance with set guidelines, policies and practices.
• Review and check policies, endorsements, and other relevant insurance documents
• Review underwriting applications, submissions, policies, and endorsements
• Perform underwriting review of quotes, applications, endorsements and/or renewals
• Complete policy checklist
• Provide support to teammates and other departments as needed
• Performing other relevant duties when needed

Commercial Insurance Quality Control Specialist

Accounting Manager

• Process commission or sales incentive payments for multiple lines of business according to provisions in the commission/sales incentive plan.
• Research and resolve complex/non-routine processing corrections/exceptions requiring an in-depth knowledge of complex procedural and system processes.
• Complete quality checks on work processed by other teammates and provides appropriate reporting to leadership for review.
• Completes commission or sales incentive audits and communicate results to both internal and external customers.
• Prepare monthly/quarterly commission and sales incentive payment summary reports for management.
• Assist with phone coverage when necessary.

Senior Accounting Specialist

Marketing

• Develop, manage, and expand Preferred’s agency distribution system.
• Partner with the SVP of Trust Services to align overall marketing strategy, messaging, and go-to-market plans.
• Identify, recruit, and onboard new agents; monitor performance and engagement.
• Support agents in identifying and developing new member and prospect relationships.
• Deliver regular presentations on PRU and Preferred to agents, trustees, and trade associations.
• Assist agents with presentations to members and prospects, including preparation of materials and messaging.
• Coordinate cross-functional development and launch of new products and services.
• Build and maintain relationships with key associations (e.g., PRIMA, AGRIP, RIMS) to strengthen market visibility and engagement.
• Develop and manage the departmental budget; monitor spend, ROI, and vendor performance.

Vice President of Marketing

Architect

• Drive exceptional, consistent implementation experience and project quality for concurrent projects.
• Translate business needs into comprehensive deliverables with exceptional quality standards for the project.
• Serve as the principal technical lead, for low to moderate complexity customers, ensuring the progress of implementations against established goals.
• Serve as the supervisor/mentor to teammates, building their skills as they grow into increasing roles of responsibility and technical expertise.
• Communicate closely with EBTech teams and customer contacts, as requested, throughout the implementation so that all parties understand tasks, deadlines and items that put timelines at risk if delays occur.
• Raise appropriate issues to the project manager and/or Director of Operations to ensure customer expectations are met.
• Develop a trusted advisor relationship with EBTech teammates and customer contacts through efficient, quality execution of projects and effective communication.
• Apply sound judgement to the execution of business processes, protocols and quality standards in the development and deployment of solutions, in low and moderate complex situations.
• Represent EBTech in a professional manner in every interaction with outside parties.
• Meet regularly with project manager to ensure projects are on track.
• Ensure timely and accurate completion of all individual and assigned team tasks.
• Teach team members all aspects of successful software deployment to increase overall team competency and provide opportunities for advancement.
• Continually provide review and feedback to team members.

Employee Benefits Data Associate Architect

Producer

• Prospect, develop, propose, and bind new business
• Actively pursue new customer prospects through telemarketing, networking, and personal referrals
• Renew existing customers annually
• Assist in the collection of required coverage information and necessary deposit and renewal premiums
• Maintain proper documentation for existing and prospective customers
• Oversee all aspects of new customer relationships in coordination with the assigned account manager
• Drive and support cross‑selling strategies for both existing customers and new relationships
• Foster and build relationships with teammates across all levels of Brown & Brown
• Ensure compliance with government regulations and corporate policies and procedures
• Attend training sessions and courses to maintain up‑to‑date knowledge and skills
• Conduct all business with the highest level of confidentiality

Commercial Insurance Sales Producer

Analyst

• Provide prompt, efficient, and high-quality support within a high-volume insurance center.
• Assist the Customer Success Representatives by assisting with administrative tasks and deliverables.
• Generate renewal lists, create renewal tasks, and complete renewal checklists.
• Generate emails and request information, at the direction of licensed teammates, to customers and underwriting partners.
• Handle incoming email and paper mail by scanning, filing, and creating follow up tasks for the team.
• Process policy transfer checklists and tasks on a reoccurring monthly basis.
• Document renewal, sales, and insurance operations compliance documents into the agency management systems as directed by licensed teammates.
• Work towards obtaining NC Property Casualty license as directed.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Assistant Account Analyst

Account Executive

• 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 on insurance coverage options.
• Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
• Secure and prepare documentation for 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 departments and profit centers through support, knowledge sharing, and a positive attitude.

Employee Benefits Sales Executive

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

Personal Lines Sales Executive

• Provide service for customer accounts and transactions
• Build, expand, and solidify relationships with clients
• Address client’s needs including risk identification and resolution of underwriting or policy issues
• Obtain exposure and operation updates from the client or producer
• Get renewal applications and copies of prior applications
• Order current loss runs and other necessary documents for renewal
• Bind coverage with the carrier(s) in accordance with the client’s instructions
• Issue binders, auto ID cards, and order renewal certificates of insurance
• Provide services or coordinate carrier services as needed
• Other duties as assigned.

Senior Commercial Lines Account Manager

Manager

• Lead all marketing efforts for middle and large accounts with revenue exceeding $15K.
• Manage the end-to-end marketing process for new and renewal business, ensuring alignment with company objectives.
• Schedule and lead appointments with key carrier partners, maintaining and strengthening these crucial relationships.
• Respond promptly to inquiries from carrier partners and marketing representatives.
• Work alongside the Risk Management Leader to train, mentor, and support the marketing team.
• Assist in managing the Risk Management calendar and maintaining carrier contacts.
• Negotiate rates and commissions with carrier partners.
• Analyze rates, premiums, and terms to ensure competitive and profitable proposals.
• Create detailed market summaries and premium analyses.
• Prepare comprehensive insurance proposals for new and renewal business.
• For larger accounts, develop and present PowerPoint decks summarizing terms and conditions.
• Ensure all necessary documents are secured and complete.
• Collaborate with producers and account managers to refine and improve marketing processes.
• Maintain the marketing register to track account progress and updates.

Commercial Lines Account Manager

Commercial Lines Associate Account Manager

Senior Director, Client Engagement

Commercial Lines Account Manager

Senior Account Manager

Commercial Insurance Quality Control Specialist

Senior Accounting Specialist

Vice President of Marketing

Employee Benefits Data Associate Architect

Commercial Insurance Sales Producer

Assistant Account Analyst

Employee Benefits Sales Executive

Personal Lines Sales Executive

Senior Commercial Lines Account Manager

Placement Manager