Brown & Brown Insurance

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

Service Representative, Brokerage Placement – Commercial Lines

Call Center Representative

• Handle incoming phone calls and customer inquiries
• Resolve customer concerns using company policies
• Direct calls to the managerial team when necessary
• Provide timely and professional responses to incoming telephone queries
• Provide first call resolution
• Handle questions and complaints in compliance with applicable state regulations
• Provide excellent customer service to insureds, agents, and internal and external customers
• Provide continuous training and backup support to teammates
• Provide training and guidance to organizational staff as required
• Maintain accuracy, confidentiality, and quality standards

Call Center Associate

General Counsel

• 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, coverage position, 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 settlements 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 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 and provide actionable 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, and process improvement projects
• Support initiatives enhancing claims operations and service delivery
• Use claims technology, automation, and AI-enabled tools to improve efficiency and outcomes
• Ensure compliance with delegated authority agreements, carrier guidelines, service standards, and applicable regulations

Claims Counsel, Management Liability

Associate

• Serve as primary point of contact for administrative and operational claim inquiries
• Monitor Oxford’s claim mailboxes, prioritizing, handling, and distributing mail
• Enter, review, and maintain data within the claim management system
• Prepare, review, and distribute written acknowledgements and routine claim correspondence
• Assist with internal and external reports, loss runs, and management summaries
• Monitor and manage communications and documentation from fronting carriers
• Perform document handling tasks including redaction, quality review, document indexing, DocuSign workflow creation, and secure distribution
• Support claim handlers and facilitate communication with internal teams, external partners, and insureds

Claim Associate

• Perform policy service activities primarily by phone and electronically within established time and service standards
• 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
• Classify risks accurately and make pricing, product, endorsement, market, and qualifying-risk decisions
• Research information from multiple sources to support underwriting analysis
• Review individual risks for acceptability based on carriers' underwriting guidelines, state regulations, and surplus lines requirements
• Consult with agents and internal/external partners regarding customer service activities
• Recommend opportunities for internal process design and operation
• Plan assignments to meet agreed timelines and service level agreements
• Provide service to agencies and establish rapport with customers
• Route calls and higher-level issues to appropriate individuals
• Maintain relationships through quality customer service
• Achieve team goals by developing a profitable book of business and growing policies in force and premium

Assistant

• Support the clerical and administrative process and management of the Underwriter/Broker’s book of business for renewals and new business
• Complete and file documentation required for risk acceptance determination
• Collaborate with the Underwriter/Broker regarding unusual coverage
• Determine the amount of insurance in force on a single risk or group of closely related risks
• Confirm appropriate filings in accordance with applicable regulations
• Maintain knowledge of available markets to maximize opportunities to negotiate placements
• Verify complete and proper coding
• Comply with Quality Control guidelines

Assistant Broker

Account Manager

• Design scalable, repeatable national programs that can be deployed across regions
• Establish frameworks and best practices for regional adoption
• Partner with national and regional stakeholders to ensure successful execution and adoption
• Measure performance and continuously optimize based on results and feedback
• Support development and deployment of scalable regional marketing programs by coordinating assets, workflows, and logistics that drive new business growth, retention, cross-sell, and pipeline development
• Manage timelines of key deliverables within regional strategic programs
• Provide executional support for regional events, sponsorships, partnerships, and community engagement initiatives, including planning, vendor coordination, and post-event follow-up
• Maintain program trackers, calendars, and documentation to provide real-time visibility into status, risks, and next steps
• Manage seminars and logistics, including presentation reviews, dry runs, attendee tracking, follow-up actions, and asset distribution
• Coordinate social media deliverables with the Regional Marketing Leader, including copy, asset readiness, approvals, and scheduling for regional initiatives and events

Market Partnerships Specialist

• Promote and renew assigned Pearl Insurance coverage(s) to existing clients via phone, email, mail, and fax
• Answer call center inquiries from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals
• Sell ancillary products to clients
• Facilitate the application and underwriting process with clients and internal underwriters
• Send applications to clients, finalize applications and applicable forms, prepare submission information, and follow up for additional information
• Present quotes or estimates, close sales, and gather market intelligence when renewals cannot be closed
• Document sales activities in the Customer Relationship Management (CRM) system
• Build and maintain customer relationships after the first year of coverage
• Serve as backup to other Client Relations Account Representatives

Client Relations Account Representative

Frontend Engineer

• Investigate coverage, liability, and damages
• Negotiate with claimants, attorneys, and other insurance carriers throughout the life of the claim
• Exercise authority for settlement
• Handle claims from initial contact through conclusion
• Thoroughly investigate claims and verify eligibility
• Maintain positive customer relationships
• Manage a high call volume and provide customer service
• Work independently and in a team atmosphere
• Apply critical thinking and problem-solving skills

Front End Adjuster

Account Executive

• Proactively manage a full book of business while providing M&A/Due Diligence support
• Build and maintain constructive client relationships by exceeding expectations and service delivery
• Maintain clear communication with internal colleagues, clients, and insurance carriers/vendors
• Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities
• Market coverage through the RFP process and request health and welfare plan renewals
• Attend open enrollment meetings and help process enrollment/change forms and documents
• Drive discussions around plan performance and design for private equity clients and related portfolio companies
• Keep clients apprised of industry trends and state and federal regulatory issues
• Anticipate client needs and present strategies to address challenges
• Utilize Risk Strategies resources and tools to maximize efficiency

Senior Account Executive, Employee Benefits

Analyst

• Design and maintain validation rules, reconciliation processes, and quality checks across systems of record
• Investigate data integrity issues and trace discrepancies between platforms and systems back to root cause
• Build and maintain data pipelines and profiling workflows in Python/R and SQL for cleaning, structuring, and validating incoming data
• Partner with data engineering and BI teams to define review and approval controls for data entering reporting and analytics pipelines
• Apply descriptive and inferential statistical methods to detect anomalies, quantify data quality issues, and support root-cause analysis
• Evaluate machine learning or scoring model behavior and output against real-world outcomes, flagging drift or inconsistency
• Translate data quality findings into actionable reporting for non-technical decision-makers and leadership
• Collaborate with stakeholders to define data quality metrics, standards, and reporting cadences

Data Quality Analyst

Technical Project Manager

• Define and drive the enterprise data transformation vision and roadmap
• Align data programs with business priorities
• Establish governance frameworks for data platforms, AI/ML initiatives, and enterprise data standards
• Translate strategic goals into execution-ready program plans
• Own end-to-end delivery of large-scale data programs, including data platforms, lakes, pipelines, and AI initiatives
• Define scope, timelines, dependencies, and success criteria
• Manage cross-team coordination, risks, issues, and escalation pathways
• Ensure delivery aligns with scalability, reliability, performance, data quality, and governance standards
• Maintain and evolve the enterprise data program roadmap
• Align delivery to build-versus-buy strategy and portfolio governance
• Drive prioritization based on business value and ROI
• Manage delivery tracking via Azure DevOps or similar platforms
• Own program budgets, forecasts, and cost tracking
• Ensure financial accountability and transparency
• Apply FinOps principles for cloud cost optimization
• Establish and report on program KPIs and value realization
• Partner with senior business leaders to align outcomes and priorities
• Deliver executive-level communication and status reporting
• Translate technical progress into business impact narratives
• Influence cross-functional teams without direct authority
• Collaborate with Data Engineering on architecture, data pipelines, and platform roadmaps
• Ensure alignment with Azure, Snowflake, Databricks, ETL/ELT pipelines, and streaming/batch architectures
• Drive adoption of scalable, reusable data platform capabilities
• Define program-level testing strategies, UAT frameworks, and quality standards
• Ensure adherence to data governance, privacy and compliance, and AI governance standards
• Embed observability, monitoring, and data quality controls
• Leverage AI tools such as Copilot and AI-assisted development to improve delivery efficiency
• Support development of AI/ML-ready data platforms
• Ensure responsible AI practices and governance compliance
• Drive retrospectives and continuous improvement processes
• Introduce scalable delivery frameworks, tools, and best practices
• Improve operational efficiency across programs
• Foster accountability, transparency, and innovation

Technical Project Manager – Retail Data, AI Products

• Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms
• Provide clients with ID cards in a timely and accurate manner
• Order loss runs and Experience Mods from current insurance carriers
• Request and obtain Motor Vehicle Reports (MVRs)
• Process change requests and ensure policy updates and documentation are completed
• Process endorsements and invoice Agency Bill items related to policy modifications
• Review and process new and renewal policies, completing checklists and addressing discrepancies with the Account Executive
• Manage policy audits and invoice applicable Agency Bill items
• Report claims and follow up with insurance carriers
• Maintain and update spreadsheets for insurance activities, policies, claims, and invoicing
• Pull, attach, and organize necessary documents

Commercial Lines Account Manager

Claims Specialist

• Provide daily inbound and outbound communication coverage by phone, email, and other channels
• Manage customer and retailer inquiries and follow-up throughout the claim process
• Determine coverage, send inspection packets, authorize technicians, order parts, recommend exchanges, administer settlements, and collect complaints
• Review and monitor open claims and proactively follow up to facilitate claim closure
• Provide timely actions and responses to retailers, customers, and manufacturers
• Receive and review inspection packets and determine warranty replacement or denial
• Offer and facilitate service solutions for consumers whose claims are out-of-warranty or not covered by a protection plan
• Understand the retailer portal and provide claims guidance
• Process inbound technician calls, document updates, and perform required follow-up
• Support or perform Intake Specialist functions when required

Insurance

• Own and manage Commercial Auto, Commercial General Liability, and Excess Liability products, including forms, endorsements, rating plans, underwriting rules, state requirements, and product documentation
• Serve as the primary technical resource for coverage interpretation, policy construction, rating methodology, regulatory requirements, and product best practices
• Develop and maintain ISO, proprietary, non-ISO, and manuscript forms, endorsements, rules, and supporting product materials
• Evaluate policy language and product structure to identify coverage gaps, conflicting provisions, unintended coverage grants, and excess-to-primary policy inconsistencies
• Monitor ISO, legislative, regulatory, judicial, and market developments and coordinate required product changes
• Lead implementation of ISO revisions and determine appropriate adoption, modification, or supplementation strategies
• Oversee admitted product form, rate, and rule filings, including regulator correspondence, objection management, and approval processes
• Maintain state-specific product requirements, including approved forms, rates, rules, notices, and compliance obligations
• Provide expertise regarding admitted, non-admitted, surplus lines, transportation, captive, and alternative-risk insurance programs
• Evaluate the interaction of deductibles, self-insured retentions, captive participation, reinsurance, attachment points, and excess coverage structures
• Establish product governance standards, approval processes, and controls for product changes, exceptions, and manuscript endorsements
• Translate product requirements into business and system specifications and support testing and implementation efforts
• Partner with Claims, Actuarial, Legal, Compliance, Underwriting, Operations, and Technology to ensure product accuracy, compliance, and operational effectiveness
• Provide functional leadership to internal stakeholders, external vendors, consultants, and filing resources
• Advise leadership on product risks, regulatory developments, market trends, and strategic product opportunities
• Maintain accurate records of product decisions, approvals, filings, and implementation activities
• Manage multiple product initiatives while ensuring technical accuracy, regulatory compliance, and timely execution
• Develop product guidance, reference materials, and training to support underwriting and operational consistency

Service Representative, Brokerage Placement – Commercial Lines

Call Center Associate

Claims Counsel, Management Liability

Claim Associate

Service Representative, Brokerage Placement – Commercial Lines

Assistant Broker

Market Partnerships Specialist

Client Relations Account Representative

Front End Adjuster

Senior Account Executive, Employee Benefits

Data Quality Analyst

Technical Project Manager – Retail Data, AI Products

Commercial Lines Account Manager

Claims Specialist

Insurance Product Director