Brown & Brown Insurance

Accounts Payable

• Review incoming invoices and check requests for accurate documentation, paperwork, and approvals
• Enter data into the system for check and ACH processing
• Process physical check, ACH, and wire payments to vendors, brokers, insureds, and carriers
• Submit vendor payments into the corporate accounting system for authorization and approval
• Gather documentation and set up new vendors in corporate accounting systems
• Reconcile company credit card statements and obtain supporting receipts or invoices
• Review outstanding customer and vendor checks monthly
• Coordinate letters regarding uncashed checks, reissue checks, and send uncashed checks to state unclaimed funds offices as required
• Respond to vendor and internal department inquiries regarding payment status
• Maintain organized accounts payable files
• Monitor bank accounts for unauthorized transactions and submit positive pay files and ACH authorizations
• Sort and file correspondence and perform miscellaneous clerical duties
• Index incoming accounting mail and payables in the system
• Perform assigned monthly balance sheet reconciliations

Accounts Payable Specialist

Pharmacist

• Complete pharmacy claims audits to ensure compliance with PBM contracts
• Facilitate calls with PBMs and obtain claims audit data
• Perform data loading, data quality checks, and data reconciliation
• Run and analyze Oracle output reports and perform ad-hoc analysis
• Review PBM contracts and complete audit support documentation
• Work with the client support team to develop PBM and client deliverables
• Plan and develop audit approaches for assigned projects according to Remedy internal Audit Standards
• Work simultaneously on multiple audits with differing deadlines
• Analyze and quality-check master files, profiles, and table changes
• Maintain and improve audit automation transforms
• Track open audit observations and follow up on remediation efforts
• Draft audit reports communicating analysis results
• Perform daily/weekly ad-hoc data analytics requests
• Re-evaluate system functionality and identify operational efficiency improvements
• Develop tools, templates, and reporting for process improvement initiatives
• Aid in training new internal audit staff
• Comply with regulatory compliance areas, policies, procedures, HIPAA requirements, and leading practices
• Complete quality checks for junior-level auditors
• Develop audit automation transforms for new PBMs
• Collaborate with engineering and product teams to prototype solutions and validate data pipelines using Python and SQL

Senior Client Audit Engineer – Pharmacy

Claims Specialist

• Analyze and research claim issues of moderate to complex difficulty.
• Comprehend complicated workflows, policy certificates, and policy provisions.
• Review and apply policy provisions in processing claims received.
• Request and obtain necessary documents for claim processing/consideration, including scheduling follow-ups for documentation.
• Release accurate benefit payments in accordance with CBP policy, industry standards, and other applicable TPA or SLA agreements.
• Properly document required information in the claim system, including follow-up information.
• Receive inbound calls within assigned queues and/or as overflow for the CSR team.

Accident and Health Claims Examiner

Customer Support

• Answer phones, chats, and emails, and process tasks to solve agency issues, questions, or concerns
• Create new and renewal insurance invoices
• Obtain, stamp, and organize documentation required by states and/or carriers
• Issue cancellation and non-renewal notices in accordance with state-specific guidelines
• Resolve agency request discrepancies or processing errors
• Evaluate documentation and information for compliance with regulations or standards
• Handle confidential information with tact and discretion
• Partner with departments, agents, and carriers to resolve issues and address needs
• Follow Standard Operating Procedures and provide feedback to leaders for revisions
• Cross-train with peers and other departments
• Provide customer service to agents through daily sales operations support tasks

Sales Operations Support Representative

Benefits Coordinator

• Collect, analyze, and prepare information for client requests and client-team activities
• Ensure outgoing client deliverables are accurate and peer reviewed
• Manage assigned client-team tasks, including Forms 5500, policy review, monthly carrier reporting, and updating BenefitPoint, AMS, and other software
• Handle assigned project-management portions for clients
• Attend client meetings and conference calls with team members
• Provide guidance and gather data for clients’ day-to-day questions
• Attend consultant and vendor meetings and internal and external trainings
• Independently manage assigned project components and work products
• Meet internal deadlines
• Research and produce financial analytics through data collection, analysis, and interpretation
• Develop rate and financial spreadsheets
• Develop and assist with client RFP execution, including RFP-result analysis and insurance-carrier follow-up
• Review SPDs and contracts for technical accuracy
• Research health and welfare compliance questions with client-team and internal-resource support

Senior Employee Benefits Coordinator

Solutions Engineer

• Design and execute Microsoft 365 integration strategies for assigned acquisitions
• Assess acquired Microsoft 365, Exchange, SharePoint, Teams, OneDrive, Entra ID, and related environments
• Develop migration and onboarding plans aligned with enterprise standards and integration timelines
• Identify risks, dependencies, licensing considerations, and technical constraints
• Support Day 1 readiness planning and integration execution
• Execute tenant-to-tenant migration activities
• Support mailbox, Teams, SharePoint, and OneDrive migrations
• Configure coexistence, cross-tenant access, and migration tooling
• Coordinate migration sequencing, cutover plans, and validation activities
• Transition users, groups, devices, and collaboration services into enterprise platforms
• Support Entra ID integration and identity consolidation initiatives
• Implement authentication, federation, and directory synchronization solutions
• Align acquisitions with enterprise access standards alongside Security and Identity teams
• Assist with conditional access, MFA, identity governance, and security controls
• Validate user provisioning, licensing, and role assignments
• Integrate Microsoft Teams, Exchange Online, SharePoint Online, and OneDrive services
• Support collaboration modernization and post-integration stabilization
• Develop and maintain migration runbooks, standardized approaches, and implementation patterns
• Create automation solutions using PowerShell, Microsoft Graph, and other Microsoft platform tooling
• Improve integration playbooks and engineering methodologies
• Participate in technology due diligence for prospective acquisitions
• Assess Microsoft 365 architecture, licensing models, collaboration platforms, and identity configurations
• Provide engineering estimates and migration approaches for deal planning and execution
• Collaborate with Technology Integration Managers, Security Engineering, End User Computing, Identity teams, enterprise platform owners, EUC, Service Desk, and operational support teams

M365 Integration Engineer

Enrollment Specialist

• Process insurance applications accurately and efficiently
• Review applications for completeness, identifying and requesting missing information
• Verify customer data using internal systems and/or direct customer communication
• Assess applications against basic underwriting requirements
• Ensure data-file accuracy and resolve inconsistencies in submitted information
• Prepare and send correspondence related to member insurance notices and policy requests
• Issue insurance coverage materials upon successful application processing
• Enter key application data accurately into multiple systems
• Collaborate with internal teams to ensure compliance with enrollment policies and procedures

Underwriter

• Coordinate with the Underwriting Manager to develop strategies for new business production, retention, and underwriting profitability goals.
• Assist in developing and maintaining underwriting service standards and best practices.
• Ensure underwriting activities adhere to carrier guidelines and company best practices.
• Help lead an Underwriting team across service, quality, and production.
• Assist with User Acceptance Testing (UAT) to validate business functionalities and system improvements.
• Set and measure production and quality goals for new business, renewal, and inspection underwriting.
• Provide phone/chat coverage support and monitor service levels, call volume, and performance.
• Coordinate with Senior Leadership, Programs, and Sales/Marketing teams to support business objectives.
• Identify and implement improved processes and drive efficiency.
• Gather, maintain, and share market knowledge for product and pricing strategies.
• Support teammates through guidance, mentorship, training, and development.
• Foster a collaborative and supportive team environment.
• Approve, modify, or reject risks based on carrier guidelines; integrate inspection findings into risk decisions; assist with complex cases and workload monitoring.

Underwriting Supervisor

Consultant

• Lead and manage consulting engagements, ensuring projects are delivered on time and within budget
• Conduct thorough assessments of client operations, identifying areas for improvement and growth
• Develop and present tailored strategies and recommendations to clients
• Facilitate stakeholder discussions
• Mentor and develop junior consultants
• Build and maintain strong client relationships as a trusted advisor and main point of contact
• Stay current on industry trends and best practices
• Provide innovative and effective consulting solutions

Managing Consultant

• Underwrite contract surety bonds and assess risk acceptability
• Manage daily bid and final bond requests
• Review new contract bond/account submissions for completeness and compliance with company policies
• Oversee the fiscal status of accounts through analysis of annual accounting audits and internal financial statements
• Build and enhance agency relationships through regular meetings, account visits, and new surety partnerships
• Drive premium production growth using market knowledge and a proactive, client-focused approach
• Oversee and manage internal underwriters
• Train and develop internal underwriting employees

Director of Underwriting

Director

• Partner with clients to solve complex absence management challenges from strategy through execution
• Provide consulting expertise on absence and disability management projects, including plan design, strategy, modeling, funding, vendor analysis, benchmarking, compliance, and audit support
• Assist with vendor capability reviews and annual RFIs
• Serve as primary contact to the Strategic Non-Medical Solutions client service team
• Draft and manage project plans involving absence assessments and client teams
• Develop and deliver final client deliverables within objectives, budgets, timelines, and quality standards
• Manage client team expectations and escalate issues to leadership
• Align work products with clients’ broader business objectives
• Build trusted advisor relationships with internal and external stakeholders
• Maintain expertise across absence management disciplines and stay current on legislation, industry trends, and vendor updates
• Share industry information with the organization and clients
• Develop articles, whitepapers, and other thought leadership content
• Represent the organization at industry conferences, client forums, and webinars
• Build relationships and collaborate on cross-functional teams
• Mentor and support internal team members in absence management
• Contribute to special projects and maintain a library of projects, RFPs, templates, market data, and deliverables
• Support client retention and growth and identify new and expanded solution opportunities
• Lead and manage direct reports through training, coaching, performance planning, and evaluation
• Balance team workloads and case assignments
• Foster professional development and a positive, collaborative work environment

Director, Absence Consulting

Project Manager

• Conduct thorough problem analysis regarding technical systems and application programs; document findings and propose problem resolution alternatives.
• Develop and implement IT strategies that support company goals and enhance operational efficiency.
• Lead, mentor, and manage IT teams, fostering a culture of innovation and continuous improvement.
• Oversee the planning, execution, and delivery of multiple complex IT projects, ensuring adherence to scope, timeline, and budget.
• Collaborate with stakeholders to define project requirements, goals and deliverables.
• Ensure compliance with IT policies, standards, and best practices including security protocols.
• Collaborate with network staff to ensure smooth and reliable operation of software and systems for fulfilling business objectives and processes.
• Work at the highest level of all technical phases of programming; use creative thinking and accumulated knowledge and experience of others.
• Design and develop manual and automated procedures to solve business opportunities.

Manager of IT, Senior Project Manager

• Generate new business opportunities through prospecting, networking, referrals, centers of influence, and targeted market outreach
• Build and maintain trusted relationships with business owners, executives, risk managers, carrier partners, and key decision-makers
• Identify client exposures and develop customized insurance and risk management strategies aligned with business objectives
• Conduct risk management discussions, coverage reviews, stewardship meetings, renewal strategy sessions, and new business presentations
• Collaborate with internal service, marketing, claims, carrier relations, and placement teams to prepare proposals and negotiate coverage solutions
• Present and sell new business and renewal recommendations, including value-added services and risk management resources
• Serve as a trusted advisor to clients by providing ongoing guidance on coverage, market conditions, claims concerns, and risk improvement opportunities
• Maintain accurate sales activity, pipeline data, prospect information, and client communication in Microsoft Dynamics or other designated CRM tools
• Represent Brown & Brown in the marketplace through participation in industry associations, civic organizations, trade groups, and networking events
• Promote teamwork, knowledge sharing, and a positive culture across the department and Profit Center

Employee Benefits Consultant

Analyst

• Process all phases of direct bill reconciliations for Retail division offices according to company practices and timelines
• Collect, transact, reconcile, and record insurance carrier commission statements and payments
• Analyze, identify, and record unearned commissions
• Review, research, and resolve commissions not transacted and sitting in open activities
• Leverage software automation for process efficiencies
• Analyze and identify trends to become a subject matter expert within the assigned carrier partner scope
• Collaborate with profit centers to resolve billing errors
• Build courteous and successful relationships with carriers and profit centers
• Promote teamwork, support, knowledge sharing, and a positive attitude
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology
• Perform other duties as assigned

Direct Bill Analyst

• Process all phases of direct bill reconciliations for offices within the Retail division according to established company practices and timelines
• Collect, transact, reconcile, and record insurance carrier commission statements and payments
• Analyze, identify, and record unearned commissions
• Review, research, and resolve commissions not transacted and sitting in open activities
• Leverage software automation for process efficiencies
• Analyze and identify trends to become a subject matter expert within the assigned carrier partner scope
• Collaborate with profit centers to resolve billing errors
• Build courteous and successful relationships with carriers and profit centers
• Promote teamwork, support, knowledge sharing, and a positive attitude
• Participate in training and continuing education to remain current on industry information, products, legislation, coverages, and technology
• Perform other duties as assigned