Brown & Brown Insurance

Risk

• 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

Property & Casualty Risk Consultant

Software Engineer

• Configure, develop, and maintain model-driven and canvas apps
• Develop and maintain plugins and custom controls
• Use Power Platform tools including Power BI, Power Automate, Flows, and others
• Conduct unit and integration tests within an automation framework
• Lead the design and architecture of complex Dynamics 365 solutions
• Mentor and guide junior developers, providing technical expertise and support
• Lead code reviews to ensure adherence to coding standards and best practices
• Collaborate with stakeholders to optimize existing processes and propose innovative solutions
• Champion continuous improvement initiatives in the development process
• Mentor and coach junior and mid-level Dynamics 365 developers
• Facilitate knowledge-sharing sessions on automation tools, development best practices, and software delivery processes
• Foster a collaborative and inclusive environment through brainstorming sessions, design reviews, and solution discussions

Senior Dynamics 365 Developer

Marketing

• Develop and execute scalable regional marketing programs supporting new business growth, retention, cross-sell, and pipeline development.
• Partner with regional leadership and sales teams to identify market-specific opportunities, priorities, and campaigns aligned with enterprise goals.
• Localize and deploy national marketing initiatives within regional markets under established national guardrails.
• Lead Centers of Influence (COI) and new business marketing programs.
• Develop carrier partnership marketing strategy and enablement.
• Lead prospect marketing and demand generation programs.
• Design scalable, repeatable national programs for deployment across regions.
• Establish frameworks and best practices for regional adoption.
• Partner with national and regional stakeholders to ensure execution and adoption.
• Analyze campaign performance and regional marketing metrics, providing insights, recommendations, and ROI reporting.
• Use consolidated KPI dashboards to assess performance, inform prioritization, and guide resource allocation with the marketing operations team.
• Maintain alignment across marketing objectives, budgets, workstreams, and regional priorities.

Regional Marketing Leader

Outside Sales

• Meet overall sales and quality of business targets for a designated sales territory
• Review and analyze sales reports and other data to monitor progress toward goals
• Estimate sales volume and help prepare sales forecasts for the assigned territory
• Plan and implement actions to address shortfalls or improve sales
• Pursue new business, including developing and following up on new contacts and leads
• Develop and maintain long-term client relationships with worksite representatives
• Inform members about available products and services, pricing, and new insurance products or promotions
• Calculate and present quotes and complete insurance applications using paper, electronic, or carrier-supplied software
• Assist with marketing plan development and execute plan elements within the sales territory
• Coordinate marketing activities, including collateral distribution, advertising, direct mail, client events, and tradeshows
• Prepare and present sales presentations and attend client meetings as required

Outside Sales Representative – Life and Disability

Security Analyst

• Perform risk analysis studies, including underwriting information and coverage placement, loss forecasting and analysis, to promote protection of organizational assets and assist in loss reduction
• Pull and analyze claims data to guide renewal discussions
• Review the accuracy of policies, changes/endorsements, audits, and other documents and assist with delivery to clients
• Assist clients and carriers with day-to-day requests for policies, endorsements, audits, certificates, auto ID cards, accounting/billing, and claims/loss control coordination
• Collaborate with Client Executive and/or Client Manager in marketing processes, including applications, submissions, proposals, presentations, and service plans
• Attend required training sessions and courses
• Attend and conduct carrier meetings/functions as requested
• Maintain confidentiality and follow company policies and procedures
• Work closely with senior account executives, brokers, and clients on insurance brokerage activities
• Provide brokerage support and risk analysis while developing client relationships

Cyber Risk Analyst

Account Manager

• Provide high-quality customer service while assisting in coordinating services between clients and insurance companies
• Provide clerical support in conjunction with Account Managers, Account Executives, and Producers
• Prepare, process, review, and monitor certificates, Auto ID cards, binders, insurance summaries, audits, endorsements, renewal requests, specifications, and proposals
• Ensure policies follow quoted, proposed, and bound coverages
• Collect client specification data
• Respond to routine requests from clients, underwriters, and internal staff
• Set up new clients and maintain client records in agency management systems
• Upload documents, track open items, complete premium finance requests, and create premium allocations
• Request and summarize loss runs; process claims and provide client advocacy
• Monitor electronic downloads and retrieve policy documents from carrier websites when needed
• Check policies and process cancellations, non-pay notices, reinstatements, letters, and policy information entries
• Maintain current email and task queues
• Follow agency guidelines, policies, and procedures
• Attend continuing education classes and pursue personal and professional development

Assistant Account Manager

Account Specialist

• Support Account Managers, Producers, and other internal employees to uphold client expectations and standards
• Process changes, check for consistency, and document in Applied Epic
• Build personalized client relationships through phone, email, and in-person meetings
• Explain coverage terms, program options, and other items to clients
• Coordinate with internal departments for cohesive and timely service execution
• Prioritize workload, client service requests, and business-process service parameters
• Achieve data integrity, activity timeliness, quality metrics, and goals
• Maintain accurate client data, policy details, activities, attachments, and agent/broker details in agency management systems
• Follow servicing workflows and document client and carrier conversations
• Develop working relationships with Producers, Account Managers, customer service team members, managers, carriers, and other departments

Commercial Lines Account Specialist

Claims Specialist

• Provide inbound customer support by answering incoming calls promptly and courteously
• Verify contract information and accurately enter new claims into the system based on client-specific terms and conditions
• Confirm coverage in accordance with policies and procedures
• Review documentation supporting claims, proof of ownership, and parts and replacement costs
• Issue coverage denials where appropriate or schedule a servicer to handle property damage
• Approve or deny servicer estimates up to $750.00
• Maintain email boxes and respond to customers and vendors
• Process customer requests and claims quickly, accurately, and timely
• Follow up and review claims to ensure accurate records and timely settlement

Claims Adjuster

General

• Explain core and voluntary benefits, including medical, dental, and vision plans
• Enroll employees in benefits
• Review and confirm benefits, coverage levels, dependents covered, and deductions with employees
• Ensure customer satisfaction
• Document all interactions

Enroller

General Counsel

• Independently investigate, evaluate, and manage professional liability claims from inception through resolution
• Analyze coverage issues and determine applicability of policy terms, conditions, and exclusions
• Establish and adjust appropriate reserves based on claim developments
• Develop and execute claim resolution strategies, including negotiation and settlement
• Guide litigation strategy, including discovery, motion practice, mediation, and trial preparation
• Attend mediations, settlement conferences, and trials as required
• Evaluate liability and damages using legal, factual, and industry-specific knowledge
• Provide accurate and timely financial forecasting on claims portfolios
• Maintain proactive communication with insureds, brokers, and management
• Deliver claim updates and coverage determinations
• Support underwriting teams with claim insights and loss trends
• Ensure claim handling adheres to regulatory requirements, internal guidelines, and best practices
• Prepare reports for management, carriers, reinsurers, and auditors
• Identify emerging issues, trends, and exposures within the professional liability space
• Provide feedback to underwriting and risk management on loss drivers and prevention strategies

Professional Liability Claims Counsel

• Provide inbound customer support by answering incoming calls promptly and courteously
• Verify contract information and accurately enter new claims into the system based on client-specific terms and conditions
• Confirm coverage in accordance with policies and procedures
• Review documentation supporting claims, proof of ownership, and parts and replacement costs
• Issue coverage denials where appropriate or schedule a servicer to handle property damages
• Approve or deny servicer estimates up to $750
• Maintain the email box and respond to customers and vendors
• Process customer requests and claims quickly and accurately
• Follow up and review claims to ensure accurate records and timely settlement

• Support Account Managers, Producers, and other internal employees to ensure client expectations and standards are upheld
• Process changes, checking for consistency and documenting in Applied Epic
• Build personalized client relationships through phone, email, and in-person meetings
• Explain coverage terms, program options, and other items to clients
• Work with internal departments to ensure cohesive and timely service execution
• Prioritize workload, client service requests, and business-process service parameters
• Achieve data integrity and meet activity timeliness, quality metrics, and goals
• Maintain accurate and complete client data, including policy detail, activities, attachments, and agent/broker detail
• Follow servicing workflows, document client and carrier conversations, take appropriate action, and follow up as requested
• Develop effective working relationships with Producers, Account Managers, customer service pool team members, managers, carriers, and other departments

Project Manager

• Serve as a key project coordination partner to the Retail Leadership Team
• Organize, track, and execute strategic business initiatives
• Capture and maintain meeting notes, action items, decisions, owners, and due dates
• Track commitments and follow up with stakeholders to ensure deliverables are completed on schedule
• Prepare project status reports, dashboards, and progress updates
• Develop executive presentations, PowerPoint decks, business reviews, and leadership communications
• Maintain project plans, trackers, timelines, milestones, risks, dependencies, and supporting documentation
• Coordinate meetings, agendas, materials, and follow-up communications
• Compile information from multiple teams into executive-ready summaries, reports, and recommendations
• Support leadership planning by organizing priorities and monitoring progress
• Build relationships with Retail leaders and business partners
• Improve project tracking, reporting, communication, and organizational effectiveness through standardized tools and processes
• Manage multiple priorities while continuously learning the Retail business

Junior Project Manager, Retail Operations

• Independently manage a portfolio of complex and high-severity Management Liability claims, including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, and related financial lines claims
• Analyze policy coverage and prepare reservation of rights letters, coverage position letters, and declination letters
• Conduct factual, legal, financial, and coverage analyses to evaluate liability, damages, and exposure
• Establish and maintain claim reserves within delegated authority and seek additional authority when required
• Evaluate settlement opportunities and participate in mediations, settlement conferences, and other dispute resolution proceedings
• Direct litigation involving insured organizations and individual directors, officers, trustees, and executives
• Retain, manage, and evaluate defense counsel and coverage counsel
• Review and approve litigation budgets, monitor legal spend, and negotiate alternative fee arrangements
• Develop and implement litigation and resolution strategies
• Advise underwriting on claims trends, emerging risks, coverage issues, and portfolio performance
• Partner with underwriting teams on product enhancement and risk selection
• Analyze claims trends and portfolio data to identify emerging exposures and provide business insights
• Prepare reporting for carrier partners and reinsurers and participate in stewardship discussions and portfolio reviews
• Build relationships with brokers, insureds, carrier partners, and defense counsel
• Participate in broker stewardship meetings, claim reviews, underwriting roundtables, and market-facing presentations
• Mentor less experienced claims professionals
• Participate in claims audits, quality reviews, training initiatives, and process improvement projects
• Support strategic initiatives to enhance claims operations and service delivery
• Use claims technology, automation, and AI-enabled tools to improve efficiency and claim outcomes
• Ensure compliance with delegated authority agreements, carrier guidelines, service standards, and applicable regulations

Claims Counsel, Management Liability

Representative

• Perform policy service activities primarily by phone and electronically
• Handle policy status requests, certificates of insurance, renewal follow-up requests, and related tasks
• Assist underwriters with agency support activities and complete transactions in a first-time-final mode
• Accept, modify, or decline lower-complexity business according to policies, practices, and standards
• Determine accurate risk classifications and match price and product to customers
• Make endorsement decisions and determine applicable markets and qualifying risks
• Research information from multiple sources to support underwriting analysis
• Review individual risks for acceptability based on carrier guidelines, state regulations, and surplus lines requirements
• Consult with agents and internal and external partners regarding customer service activities
• Recommend opportunities for internal process design and operation
• Plan assignments to meet timelines and service level agreements
• Provide agency service, route calls and higher-level issues, and assist brokerage specialists
• Maintain customer, peer, and team relationships through quality service
• Contribute to profitable book growth, policies in force, and premium

Property & Casualty Risk Consultant

Senior Dynamics 365 Developer

Regional Marketing Leader

Outside Sales Representative – Life and Disability

Cyber Risk Analyst

Assistant Account Manager

Commercial Lines Account Specialist

Claims Adjuster

Enroller

Professional Liability Claims Counsel

Claims Adjuster

Commercial Lines Account Specialist

Junior Project Manager, Retail Operations

Claims Counsel, Management Liability

Service Representative, Brokerage Placement – Commercial Lines