Brown & Brown Insurance

Account Manager

• Write all new business policies
• Maintain and service all renewal policies
• Assist insureds with service needs, including questions, changes, and cancellations
• Identify competitive carriers for remarketing existing business and account retention
• Account round existing clients and cross-sell other departments within the organization
• Ensure quotes are accurate and complete before proposal
• Develop and maintain client relationships to identify changing coverage needs
• Seek new business referrals from current clients, friends, family, and teammates
• Manage documentation control across scanned, paper, electronic, and verbal records
• Apply Quality Control Compliance standards for the department
• Analyze and answer policyholder and carrier requests by telephone, email, or in person

Personal Lines Client Account Manager

Claims Specialist

• Complete accurate and timely coverage, liability, damage investigations, analysis and evaluations on complex casualty and environmental claims
• Make coverage determinations and draft and communicate written positions to insureds and other required parties
• Investigate, analyze, evaluate, document, manage, report and execute strategies to bring early and cost-effective resolution to assigned claims
• Set and manage reserves
• Proactively manage litigation and counsel, including litigation planning and execution, budgeting, bill review and payment
• Represent the company at meetings with management and carriers and at mediation and trial

Senior Claims Analyst

Supervisor

• Provide professional support and leadership to the Agency Services Team
• Ensure teammates achieve prescribed service, production, and quality goals
• Drive objectives set by the Operations Department and Orchid
• Review workflows and system capabilities to develop innovative solutions and efficient processes
• Resolve customer issues and inquiries promptly
• Motivate, resolve conflict, coach, and develop teammates
• Monitor and assign work based on phone and processing activity to optimize staffing
• Ensure service level standards are met for processing and phone calls
• Provide weekly and monthly reporting of team KPIs, metrics, and work assignments
• Collaborate with Team Leads and Operations leaders to optimize workflows and workload across processing, email, chat, phone, and special assignments
• Ensure compliance with state and carrier requirements and documentation standards
• Assist Accounting teammates with carrier discrepancies and reconciliations
• Partner with departments and agents to resolve issues and address needs
• Support Compliance in reviewing documentation and transactions for regulatory compliance, complaints, and audits
• Audit teammate transactions for customer and policy file accuracy, including phone call and processing quality
• Create and revise process guides
• Conduct and document regular performance feedback sessions
• Coordinate new employee training and onboarding
• Ensure proper orientation and onboarding for new teammates
• Manage teammate performance and development through regular performance reviews
• Handle performance management in accordance with company policy
• Monitor productivity, service standards, and accuracy
• Implement process improvements and innovation
• Ensure documentation of processes and procedures for internal functions and services

Agency Services Supervisor

Care Coordinator

• Provide client support where needed
• Coordinate member implementation calls with the Care Team Lead
• Provide ad hoc claims review as required
• Identify utilizing patients, review history, and determine next coverage date
• Assist patients with enrollment in the manufacturer’s program
• Maintain patient database for follow-up, tracking, and reporting
• Receive notification of new patients’ prior authorization
• Review daily rejected and paid claims
• Coordinate with the Care Team Lead and Care Team Member Services Manager to ensure resources support member enrollment and maintenance in the IPC Copay Assistance Program
• Perform other duties as assigned
• Handle job duties requiring risk designations for access to Electronic Protected Health Information (PHI)

Underwriter

• Evaluate insurance applications, assess risk, and determine appropriate coverage terms and pricing
• Analyze applicant information and conduct risk assessments
• Ensure compliance with company policies and regulatory standards
• Maintain the financial soundness of the insurance portfolio
• Provide service to agents and clients
• Scan/save policy materials within the share drive for Employer Stop Loss (ESL)
• Enter and/or research information into the ESL/DY system
• Ensure complete and accurate data entry in ESL/DY to support data collection and evaluation
• Determine risk eligibility against available program guidelines using knowledge and independent judgment
• Support the Underwriter with daily workflow, administrative, and clerical functions

Underwriting Assistant

Operations

• Lead, coach, and develop operational team members
• Conduct performance discussions, provide feedback, and support career development
• Assist with onboarding and training of new teammates
• Foster a positive, collaborative, and high-performing team culture
• Support workforce planning and identify talent development opportunities
• Ensure adherence to operational workflows, procedures, and service standards
• Monitor daily operations for quality, efficiency, and accuracy
• Identify and help implement process improvements
• Maintain operational documentation, procedures, and best practices
• Support quality control activities, audits, and operational reviews
• Assist with workload management and resource allocation
• Ensure compliance with company policies, carrier requirements, regulatory standards, and operational procedures
• Escalate operational risks and issues to leadership
• Support internal audits, compliance reviews, and corrective actions
• Drive adoption and effective use of Employee Benefits technology platforms
• Support data integrity and accuracy in operational systems
• Assist with technology utilization and process adherence
• Participate in system enhancements, implementations, and operational technology initiatives
• Encourage reporting and analytics for informed decision-making
• Maintain relationships with carrier and vendor partners and support issue resolution and service coordination
• Partner with service, sales, compliance, and operational leadership teams to deliver operational outcomes

Employee Benefits Operations Leader

Account Executive

• Sell insurance products to prospective member/clients through telephone calls
• Prospect and produce new life, health, disability, dental and other product lines offered to Affinity Group Associations
• Meet individual sales and quality of business targets
• Review and analyze sales reports and other data to monitor progress toward goals
• Provide input to management to identify opportunities to improve sales
• Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals
• Calculate and present quotes and write insurance applications
• Follow up on pending or incomplete transactions
• Document sales activities in the Customer Relationship Management (CRM) system
• Respond to member/client inquiries and resolve problems professionally, accurately, and promptly
• Refer questions to an appropriate resource when unable to resolve the problem
• Maintain insurance product knowledge and selling techniques
• Work with business and marketing units to encourage and promote customer retention

Life & Health Account Executive – Remote Sales

• Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals
• Respond promptly and courteously to client and broker/producer inquiries
• Collaborate with the Sales Team to drive new business and retain renewal revenue
• Coordinate with brokers and clients on policy coverage, changes, and exclusions
• Review and analyze Loss Runs from various carriers to summarize an insured’s claims portfolio
• Review policies and related documentation for accuracy and adherence to quality standards
• Assist clients and brokers with coverage changes, binders, and endorsements, including reviewing needs and cross-selling appropriate services
• Develop and implement ongoing client retention initiatives with teams led by the Chief Revenue Officer
• Maintain accurate and compliant client records, including documentation, communications, and transactions
• Renew policies, verify renewal accuracy, ensure renewals are processed and billed correctly, facilitate corrections, and deliver proposals when needed
• Stay informed about industry developments, new products, legislation, coverages, and technology
• Utilize Salesforce for input, documentation, and technical tasks supporting client service and compliance
• Provide clear answers to clients and brokers
• Initiate drafting of policy forms, declarations, notices, and endorsements using ISO and manuscript forms
• Prepare and review policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs
• Maintain relationships with independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers
• Coordinate with the claims department to obtain loss data as needed

Account Manager – Captives

• Analyze Property & Casualty insurance policies, including Commercial Property, Commercial Auto, General Liability, and GAP Coverage, for completion and coverage gaps
• Analyze loss runs and claims history and propose underwriting terms, conditions, and risk mitigation recommendations
• Complete commercial policy intake forms and gather underwriting information related to P&C exposures
• Conduct underwriting calls with clients to discuss uninsured or underinsured risks and obtain data for actuarial pricing
• Review policy renewal information, develop and underwrite renewal positions, and provide quote summaries with supporting documentation for approval
• Submit case files for risk analysis reporting and actuarial pricing
• Review large amounts of information and raw data for accuracy and completeness
• Evaluate client exposures and recommend coverage enhancements
• Send underwriting documents to clients supporting suggested eligible coverages
• Explain definitions and applications of Oxford’s coverage lines, emphasizing Property & Casualty, Auto, General Liability, and GAP Coverage solutions
• Coordinate with the Claims Department for underwriting sign-off and claims trend analysis
• Maintain knowledge of industry trends, underwriting guidelines, regulatory requirements, and emerging risks impacting the Property & Casualty insurance marketplace

Underwriting Specialist

• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor
• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes
• Assess client needs and recommend appropriate insurance products and services
• Prepare and present insurance proposals, ensuring accuracy and competitiveness
• Collaborate with underwriters and other internal teams to secure optimal coverage for clients
• Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities
• Resolve client inquiries and issues promptly and professionally
• Stay informed about industry trends, market conditions, and competitor activities
• Participate in professional development activities to enhance insurance knowledge and skills
• Maintain accurate and up-to-date client records in the agency management system

Assistant Account Manager

Accountant

• Perform operational, transactional and technical accounting activities according to established policies, procedures and objectives
• Adhere to corporate and industry-directed quality control standards
• Complete, review and approve monthly journal entries
• Review and approve cash disbursements
• Perform full-cycle month-end close functions in Agency and ERP systems
• Reconcile balance sheet, other accounts and bank accounts
• Run monthly close reporting
• Meet strict deadlines
• Ensure transaction support is processed and filed accurately and timely
• Prepare required document submissions according to established controls
• Assist with ASC 606 / ASC 944 monthly and quarterly entry calculations
• Analyze results to verify the accuracy of financial packages
• Build courteous and successful relationships with office staff
• Promote teamwork, knowledge sharing and a positive attitude
• Participate in training and continuing education to remain current on industry information, products, legislation, coverages and technology

Senior Accountant, Captives

• Develop expertise in Montage Jewelry Care Plans
• Lead new retailer implementation based on program requirements, pricing, and service expectations
• Coordinate communication between retailers and internal business teams
• Support Sales and business management teams to ensure account performance metrics are achieved
• Travel as needed to support key accounts and industry trade shows
• Support organic sales growth and retention within assigned accounts
• Serve as an internal and external liaison supporting in-house service for Montage retailers
• Evaluate retailers’ current offerings and pursue expansion of Montage Jewelry Care Plans within existing accounts
• Manage implementation processes by coordinating and completing tasks associated with new business rollouts
• Build and maintain relationships with key retailers and facilitate collaboration with internal support teams
• Ensure integrity of account data and business arrangements from proposal through implementation
• Evaluate account performance and provide recommendations to support program profitability and continued year-over-year growth

Strategic Account Manager

Implementation Specialist

• Project manage new captive business implementations and certain renewal functions
• Lead implementation of new captive insurance entities from engagement through regulatory approval and formal closing
• Understand regulatory requirements for timely and accurate submissions to Departments of Insurance
• Serve as lead point of contact for client questions throughout onboarding
• Coordinate external service providers, cross-functional team members, and clients to manage implementation critical-path tasks
• Prepare, circulate, and follow up on captive-specific technical insurance documents
• Review documents for accuracy and completion
• Communicate technical regulatory requirements to clients and brokers
• Prepare and submit captive insurance licensing application packages
• Manage captive application processes to satisfy material requirements
• Determine when renewal notifications or amendments are required and communicate submission requirements
• Prepare and submit renewal notifications and amendments
• Maintain case tracking databases and client files
• Complete assigned projects

Captive Implementation Manager

Customer Support

• Support and troubleshoot integrations, APIs, data feeds, and business applications across underwriting, claims, CRM, and captive insurance platforms
• Monitor system performance, data quality, and scheduled processes
• Write SQL queries and reports to validate data, investigate issues, and support business needs
• Assist with application administration, user access, configuration updates, and documentation
• Partner with business and technology teams to resolve issues and improve system efficiency

Application Support Specialist

• Independently underwrite new and renewal Commercial Casualty accounts, emphasizing Commercial Auto, Commercial General Liability, and Excess Liability.
• Evaluate large and complex risks by analyzing operations, exposures, loss experience, financial information, risk-management practices, coverage needs, and proposed program structure.
• Develop underwriting recommendations on risk selection, pricing, coverage terms, limits, deductibles or retentions, captive participation, attachment points, exclusions, and other coverage conditions.
• Review and interpret Commercial Auto, Commercial General Liability, and Excess Liability policies, including ISO, non-ISO, proprietary, and manuscript forms and endorsements.
• Evaluate how policy definitions, exclusions, conditions, limits, aggregates, defense provisions, underlying insurance requirements, and endorsements interact across policy layers.
• Identify coverage gaps, inconsistencies, unintended coverage grants, and conflicts among quoted terms, underlying policies, excess coverage, and issued documents.
• Apply knowledge of admitted, non-admitted, and surplus lines insurance markets and related requirements.
• Develop and maintain knowledge of trucking and transportation operations, including fleets, vehicle ownership and leasing, driver management, commodities, operating radius, filings, safety performance, and industry trends.
• Review motor-carrier information and transportation risk indicators, including vehicle and driver schedules, operating authority, inspection and violation history, crash data, safety measurements, loss trends, and risk-control practices.
• Analyze loss runs and claims information for frequency, severity, development, open claims, litigation trends, and patterns affecting underwriting decisions.