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    Account Manager - Benefits - Austin, TX

    Brown & Brown of Austin
    Location: Austin, TX

    Job Summary:

    Under the supervision of the Benefits Lines Leader and Producers. The Account Manager functions in a support capacity to the Producer by performing duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business assigned.

     

    Essential Duties and Functions:

    • Support management of current client base and new business activities.
    • Assist Benefit Leader/Sales Producers in the development, marketing, implementation, administration and communication of benefit plans.
    • Work on preparation of Request for Proposals, analysis of carrier proposals and preparation of client presentations.
    • Coordinate and prepare materials for employee meetings for open enrollment.
    • Review contracts, prepare documents and maintain client files in Agency Management System (Applied).
    • Assist with documentation for client benefit websites.
    • Attend carrier and vendor seminars to continually be informed of industry changes and developments.
    • Handle all benefit related client service and administration issues (i.e. billing, eligibility, claims, etc.).
    • Act as a liaison between client and vendors.
    • Ensure that Insurance Operations (IO) Requirements are completed for each client.
    • New Business Processing
    • Handle mail and policy processing
    • Review and offer additional lines of coverage where opportunities exist with current clients.
    • Handle routine incoming calls and emails directly or on behalf of producer and answer questions regarding client coverage and limits providing detailed documentation.
    • Handle client and company requests for service and obtain and retain appropriate documentation.
    • Cooperate with producer request for assistance.
    • Handle claims including receiving, coordinating and processing.
    • Complete policy checking and proofing of coverage
    • Produce and manage reports.
    • Follow-up with Producer to ensure Insurance Coverage Review Checklist (ICR) is completed timely.
    • Inform Producer and BL Leader of unusual activity on accounts.
    • Notify Insurance Operations Leader of any coverage concerns or potential E&O incidents.


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    Account Manager - Benefits - San Antonio, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: San Antonio, TX

    Job Summary:

    We are seeking an Account Manager to perform and assume full responsibility for all basic client service on assigned accounts, including analysis and marketing functions. The Account manager will provide direct support to department head as requested, and report to Office Manager for personnel issues along with the Department Manager for work assignments.

     

    Responsibilities:

    • Assist producers in sales presentations and obtaining necessary marketing information
    • Obtain necessary information for timely renewal marketing of accounts serviced
    • Review RFPs and bid specifications for data content and marketing information
    • Prepare submission letters and packages for marketing to various carriers and TPAs on new and renewal client programs
    • Analyze proposals from carriers and prepares spreadsheets for presentations to department manager, as well as where required, to new prospects and renewal clients
    • Service and maintain strong relationships with existing and new accounts
    • Set up and maintain client, prospect and carrier files in accordance with Alamo Insurance
    • Maintain relationships with insurance company representatives and clients
    • Perform individual production 
    • Keep department manager informed of major occurrences 
    • Follow all systems, procedures and insurance company and agency regulations
    • Responsible for all account collections after initial premium deposit is made by client 
    • Work with department manager and/ or producer on delicate collection issues
    • Organize renewal strategy meeting with producer and department manager
    • Obtain all necessary data for renewals to market
    • Keep clients advised on new developments involving Employee Benefit plans including: local, state and federal legislation, industry trends, new products, etc.
    • Assist with COBRA administration and questions
    • Assist in resolution of claims issues
    • Coordinates enrollment process

     

     



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    Account Manager - Employee Benefits - Houston, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Houston, TX

    Job Summary:

    Company Background:

    Brown & Brown is a publicly traded NYSE listed company (symbol: BRO) and is ranked by Business Insurance magazine as the 6th largest insurance broker in the United States of America and 8th largest in the world. Our company has over 150 retail offices located in 43 states and focuses primarily upon middle market insurance buyers. Our unique decentralized business model offers our clients both the full resources and capabilities of a large national broker and “local” agent customer care and service. We offer our employees the opportunity to meet or exceed their income and career aspirations on a par with their talents and contributions to our organization. The company offers an excellent benefits package to its employees including medical, dental, disability, life, matching 401(k) savings plan and a discounted Employee Stock Purchase Plan.

     

    Position Description:

    The Account Manager supports the Account Executive in their efforts to sell Brown & Brown’s expertise, capabilities and Employee Benefit insurance programs to middle market sized businesses, and provide service after the sale. Helps to identify each client’s potential risks and exposures and assists in designing the proper insurance coverage programs which are required. Responsible for all aspects of the marketing, servicing and maintaining the client’s insurance program, the Account Manager is the primary contact between our client and the insurance companies providing coverage.  

     

    Responsibilities & Duties:

    • Monitors the expiration list to ensure all groups are contacted based on the established procedures.
    • Develops and maintains frequent and direct contact with each client.
    • Assists clients with coverage questions, exposure identification and solutions, billing or carrier service problems.
    • Directly resolves (or oversees the satisfactory resolution of) all client problems or concerns.
    • Coordinates and attends new business and renewal employee meetings to ensure benefit package is clearly communicated to the employees.
    • Maintains up to date and current status on items / issues suspensed
    • Reviews, responds to and integrates the responses received on the Exposure Checklists.
    • Works with Account Executive/Producer with the information gathering process for new and renewal business.
    • Assists with quality preparation of all new business and renewal submissions and ensures their timely delivery to the markets.
    • Prepares all client presentations by the deadlines established and ensures that current Brown & Brown proposal with all necessary disclaimers are used on every new business and renewal proposal.
    • Ensures all carriers utilized are A- rated or better or that the proper Carrier Exception Request process has been followed and documented on each affected account.
    • Completes all QC incident reports, as necessary, for situations that occur emanating from the client service team.
    • Ensures that the agency management system is properly documented and is fully utilized to maximize our efficiency a

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    Accounting Leader - San Antonio, TX

    Brown & Brown of New York, Inc.
    Location: San Antonio, TX

    Job Summary:

    Brown & Brown is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance and reinsurance products and services to corporate, public entity, institutional, trade, professional associations, and individual clients. Headquartered in Daytona Beach, Florida, our offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE at “BRO”. The Company is ranked as the seventh largest such organization in the United States and eighth in the World by Business Insurance magazine. We are a decentralized, highly competitive, profit oriented sales and service organization comprised of people of the highest integrity and quality, bound together by clearly defined goals and prideful relationships.

     

    Brown & Brown of New York Inc. a subsidiary of Brown and Brown, Inc., headquarter in Syracuse, NY is seeking a Accounting Leader to join our team in San Antonio, TX. The Accounting Leader will be responsible for providing timely and accurate financial information, as well as operational support, thereby enabling the Profit Center Leader and other Operational Leaders to maximize profitability and make critical business decisions.   

     

    Responsibilities:

    • Prepare and evaluate budgets
    • Responsible for timely preparation and submission of all financial reports
    • Responsible for all general ledger activity including transaction entry, journal entries, and month end closing
    • Evaluate cost and efficiency of accounting department on a regular basis
    • Point of contact for all accounting, payroll, and banking related questions at the profit center
    • Communicate accounting, payroll, and banking related issues or changes 
    • Prepare payroll for salaried employees, hourly employees, and commissioned producers
    • Facilitate the reconciliation of all bank statements per the segregation of duties on a monthly basis 
    • Complete all new hire, termination and employee status change paperwork and maintain all personnel files 


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    Assistant Account Manager - Personal Lines - San Antonio, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: San Antonio, TX

    Job Summary:

    Under the supervision of the Personal Lines Manager. The Assistant Account Manager functions in a support capacity to the Producer and Senior Account Manager, by performing duties requiring a high degree of technical expertise.  This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. 

     

    Responsibilities:

    • Process claims 
    • Oversee assigned book of business 
    • Update & Print Renewal Applications 
    • Request updated underwriting information
    • Market/Submit for quotes
    • Prepare proposals
    • New business processing
    • Process client/Company Requests 
    • Handle all accounting requests
      Handles routine incoming calls, answers questions regarding client coverage and limits


    Click here for more information on this job.

    Commercial Business to Business Insurance Sales - Austin, TX

    Arrowhead General Insurance Agency, Inc.
    Location: Austin, TX

    Job Summary:

    Arrowhead Automotive Aftermarket is looking for high performing sales professionals to join our team to utilize their skills in building lasting relationships with our customers and prospects in the auto care industry.


    The average Arrowhead Aftermarket salesperson earns over $125,000+. The top sales people earn over $250,000! With a competitive base salary and unlimited income potential, you can make as much money as you are willing to earn.

     

    Arrowhead Aftermarket, operating as a division of the Brown & Brown Insurance Company, is a narrowly focused market leader in providing insurance products and services to automotive aftermarket business owners and their employees.

     

    Our specialized approach offers exclusive access to business insurance programs via our program administrator Arrowhead General Insurance Agency, Inc.

     

    Sales professional enjoy living and working in their own territories. With customer and marketing support to assist in the sales process, our agents are able to focus on building relationships and making more sales.

     

    If you are the type of person that wants to be part of a solid organization that is energetic and growing, contact us today!

     

    WHY ARROWHEAD AUTOMOTIVE AFTERMARKET:

    We offer a benefits and compensation package that meets today’s most important needs and includes:

    • A challenging and stimulating career that provides growth and development
    • Paid training that utilizes classroom and field training with actual sales professionals
    • Substantial base salary in addition to the potential to earn unlimited commissions
    • Auto reimbursement program
    • Office equipment including a laptop and iPhone
    • Group medical, dental, vision, HSA, life, and disability benefits

     



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    Commercial Business to Business Insurance Sales - Dallas, TX

    Arrowhead General Insurance Agency, Inc.
    Location: Dallas, TX

    Job Summary:

    Arrowhead Automotive Aftermarket is looking for high performing sales professionals to join our team to utilize their skills in building lasting relationships with our customers and prospects in the auto care industry. The average Arrowhead Aftermarket salesperson earns over $125,000+. The top sales people earn over $250,000! With a competitive base salary and unlimited income potential, you can make as much money as you are willing to earn.

     

    Arrowhead Aftermarket, operating as a division of the Brown & Brown Insurance Company, is a narrowly focused market leader in providing insurance products and services to automotive aftermarket business owners and their employees. Our specialized approach offers exclusive access to business insurance programs via our program administrator Arrowhead General Insurance Agency, Inc.

     

    Sales professional enjoy living and working in their own territories. With customer and marketing support to assist in the sales process, our agents are able to focus on building relationships and making more sales. If you are the type of person that wants to be part of a solid organization that is energetic and growing, contact us today.

     

    Why Arrowhead Automotive Aftermarket:

    We offer a benefits and compensation package that meets today’s most important needs and includes:

    • A challenging and stimulating career that provides growth and development.
    • Paid training that utilizes classroom and field training with actual sales professionals.
    • Substantial base salary in addition to the potential to earn unlimited commissions.
    • Auto reimbursement program.
    • Office equipment including a laptop and iPhone.
    • Our sales people live and work in their specific territories.
    • Group medical, dental, vision, HSA, life, and disability benefits.
    • 401(k) retirement plan as well as an Employee Stock Purchase Plan that allows our employees to purchase Brown & Brown stock at a discounted rate.

     

    For more information about Arrowhead's Automotive Aftermarket Division and other opportunities, please visit our website at www.arrowheadgrp.com.



    Click here for more information on this job.

    Commercial Business to Business Insurance Sales - Houston, TX

    Arrowhead General Insurance Agency, Inc.
    Location: Houston, TX

    Job Summary:

    Arrowhead Automotive Aftermarket is looking for high performing sales professionals to join our team to utilize their skills in building lasting relationships with our customers and prospects in the auto care industry. The average Arrowhead Aftermarket salesperson earns over $125,000+. The top sales people earn over $250,000! With a competitive base salary and unlimited income potential, you can make as much money as you are willing to earn.

     

    Arrowhead Aftermarket, operating as a division of the Brown & Brown Insurance Company, is a narrowly focused market leader in providing insurance products and services to automotive aftermarket business owners and their employees. Our specialized approach offers exclusive access to business insurance programs via our program administrator Arrowhead General Insurance Agency, Inc.

     

    Sales professional enjoy living and working in their own territories. With customer and marketing support to assist in the sales process, our agents are able to focus on building relationships and making more sales. If you are the type of person that wants to be part of a solid organization that is energetic and growing, contact us today.

     

    Why Arrowhead Automotive Aftermarket:

    We offer a benefits and compensation package that meets today’s most important needs and includes:

    • A challenging and stimulating career that provides growth and development.
    • Paid training that utilizes classroom and field training with actual sales professionals.
    • Substantial base salary in addition to the potential to earn unlimited commissions.
    • Auto reimbursement program.
    • Office equipment including a laptop and iPhone.
    • Our sales people live and work in their specific territories.
    • Group medical, dental, vision, HSA, life, and disability benefits.
    • 401(k) retirement plan as well as an Employee Stock Purchase Plan that allows our employees to purchase Brown & Brown stock at a discounted rate.

     

    For more information about Arrowhead's Automotive Aftermarket Division and other opportunities, please visit our website at www.arrowheadgrp.com.



    Click here for more information on this job.

    Eligibility Specialist - Benefits - San Antonio, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: San Antonio, TX

    Job Summary:

    We are seeking a motivated Eligibility Specialist to perform and assume full responsibility for all eligibility service on assigned accounts. The Specialist will also be accountable for providing direct support to department head as requested, and reporting to the Office Manager along with the Department Manager.

     

    Responsibilities:

    • Input eligibility information received from clients into the proper carrier portal, or provides paper copy to carrier within the time frames established by Texas Senate Bill 51
    • Interface with clients to gather all necessary information for eligibility input
    • Confirm and document that eligibility functions have been performed
    • Assist with COBRA administration by notifying COBRA vendors of new hires and terms
    • Service and maintain strong relationships with existing and new accounts
    • Maintain relationship with insurance company representatives and clients
    • Collect all necessary documents needed to market assigned group(s)
    • Market all lines of business with carriers for assigned group(s)
    • Implement and upload data of assigned group(s) on the online enrollment system
    • Keeps department manager informed of major occurrences and copies producer on all major correspondence

     



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    Human Resources Analyst - 1-3 Years Experience - Based out of Syracuse, NY

    Brown & Brown, Inc.
    Location: Syracuse, NY

    Job Summary:

    Brown & Brown’s business model includes an Internal Operations Review Team. This position is responsible for assistance with reviewing all human resource activities throughout our 200+ locations over a 2-3 year period. Up to 50% travel will be required. Initial relocation to Syracuse, NY is required for the 2-3 year period. After successful development within the Brown & Brown business culture and execution of key job elements during this timeframe, this position would roll-out to a position in one of our many subsidiary offices or with our corporate team, either of which may require relocation within the U.S.

     

    Primary Responsibilities:

    • Responsible for reviewing all human resource activities to include employment, compensation, benefits, and training and development for all existing offices.
    • Develop and maintain relationship with internal operating divisions.
    • Assist with FLSA evaluations of job positions of all existing offices.
    • Assist with transition of documentation of job positions and job evaluation systems for all existing offices.
    • Analyze and review payroll processes.
    • Provide advice, assistance and follow-up on company policies, procedures, and documentation.
    • Recommend and advise on maintenance of human resource, payroll, and benefits systems.
    • Recommend policy and procedural improvements for all existing offices.
    • Other duties as assigned.

     

    Please specifically list the job title "Human Resources Analyst - 1-3 Years Experience" and your name in the subject line of your email.



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    Insurance Account Associate - Employee Benefits - Houston, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Houston, TX

    Job Summary:

    Company Background:

    Brown & Brown is a publicly traded NYSE listed company (symbol: BRO) and is ranked by Business Insurance magazine as the 6th largest insurance broker in the United States of America and 8th largest in the world. Our company has over 150 retail offices located in 43 states and focuses primarily upon middle market insurance buyers. Our unique decentralized business model offers our clients both the full resources and capabilities of a large national broker and “local” agent customer care and service. We offer our employees the opportunity to meet or exceed their income and career aspirations on a par with their talents and contributions to our organization. The company offers an excellent benefits package to its employees including medical, dental, disability, life, matching 401(k) savings plan and a discounted Employee Stock Purchase Plan.

     

    Position Description:

    The Account Associate provide supports to the Employee Benefit Department in their efforts to sell Brown & Brown’s expertise, capabilities and Employee Benefit insurance programs to middle market sized businesses, and provide service after the sale. An Associate must have sound technical and organizational skills, a capacity to learn through experience, and a strong commitment to meet agreed upon timeframes and deadlines.  

     

    Responsibilities & Duties:

    • Monitors the expiration list to ensure all groups are contacted based on the established procedures.
    • Assists the EBD Account Manager with coordination and maintenance of current and new business.
    • Assists in the resolution of all client problems or concerns.
    • Coordinates new business and renewal employee meetings to ensure benefit package is delivered promptly to clients.
    • Maintains up to date and current status on items / issues suspensed
    • Reviews, responds to and integrates the responses received on the Exposure Checklists.
    • Works with Account Manager/Account Executive/Producer with the information gathering process for new and renewal business.
    • Assists with quality preparation of all new business and renewal submissions and ensures their timely delivery to the markets.
    • Assists in researching technical issues.
    • Assists in the preparation of client presentations by the deadlines established and ensures that current Brown & Brown proposal with all necessary disclaimers are used on every new business and renewal proposal.
    • Ensures all carriers utilized are A- rated or better or that the proper Carrier Exception Request process has been followed and documented on each affected account.
    • Completes all QC incident reports, as necessary, for situations that occur emanating from the client service team.
    • Ensures that the agency management system is properly documented and is fully utilized to maximize our efficiency and effectiveness.
    • Confirms that all exposure checklists, fee agreements, disclosures and necessary client sign-offs are obtained or resolved and made part of the current file.  
    • Performs other duties as assigned.&l

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    Marketing and Account Manager - Commercial Lines - Austin, TX

    Brown & Brown of Austin
    Location: Austin, TX

    Job Summary:

    Included but not limited to:

    • Working with a producer and renewing a commercial book of business.
    • Reviewing and auditing client files for quality assurance.
    • Pre-qualifying new business and obtaining quotes from carriers.
    • Preparing proposals and carrier negotiations
    • Placing coverage, retention monitoring and various operational duties.
    • Informing and assisting with customer requests and questions.
    • Providing information and follow-up on claims.
    • Attending monthly staff meetings, client and carrier meetings.
    • Staying current on industry news, products, coverage and technology.


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    Producer - Commercial Lines / Benefits - San Antonio, TX

    Alamo Insurance Group
    Location: San Antonio, TX

    Job Summary:

    Responsible for account management and direct sales and Customer Service support to the Sales team using a variety of skills and knowledge of the insurance market, products and competition.

     

    Essential Duties and Responsibilities include, but are not limited to the following.

    • Manage and retain existing book of business and pursue new opportunities for the book where appropriate including a specific business plan for growth.
    • Spend approximately 50-60% of the time outside with the customers and new business opportunities.
    • Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
    • Follow up to address customer needs and resolve their problems/issues.
    • Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.
    • Develop and oversee customer service plans for each cnent and understand-the needs of the customer.
    • Document sales, prospecting information into the sales management database.
    • Encourage and motivate team members to achieve or exceed agency standards.
    • Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements.
    • Present proposal to customer ensuring appropriate team members and resources are represented/attend.
    • Promote teamwork and commitment to department / agency goals.
    • Follow Agency guidelines, policies and procedures.
    • Remain current on industry trends and information, new product development, legislation, coverages and technology.
    • Remain up to date with current market conditions and status of competition.
    • Other duties as assigned.


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    Producer - Salaried (West Coast, Northeast and Florida)

    Brown & Brown of Kentucky, Inc.
    Location: Reports to Columbia, KY

    Job Summary:

    Brown & Brown of KY., INC is seeking an On-Road Insurance Representative(s) to travel to various dealerships. Positions are open along the West Coast, Northeast and Florida  

    The Insurance Representative will sell Brown & Brown’s Property / Casualty Insurance along with their Vehicle Service Contract Programs to RV Dealerships.

    They will identify each dealership’s potential risks and exposures and design the proper insurance coverage programs which are required, identify coverage gaps or deficiencies in a dealership’s current insurance program, and work with the Finance Office to develop the right Vehicle Service Contract program.



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    Sales Executive / Producer - Commercial Lines / Employee Benefits - Houston, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Houston, TX

    Job Summary:

    The Sales Executive/Producer works to sell Brown & Brown expertise, capabilities and Property/Casualty/Employee Benefits insurance programs to middle market sized businesses. To identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Identifies coverage gaps or deficiencies in a prospect’s current insurance program and highlights unmet service needs which can then be capitalized upon by the B&B team to dislodge their current agent/broker. Sales Executives develop winning strategies and tactics to successfully win and retain clients.

     

    Essential Duties and Responsibilities include, but not limited to, the following. Other duties may be assigned.

    • Meet and/or exceed sales goals by selling new business and retaining current clients
    • Cold calls to new prospects to set appointments to describe Brown & Brown’s services and expertise
    • Update inventory and weekly call log reports
    • Assists clients with coverage questions, exposure identification and solutions to exposure items
    • Directly resolves (or oversees the satisfactory resolution of any escalated client issues or concerns
    • Reviews client contracts and approves complicated (non-standard) certificate requests
    • Responsible for completion of exposure checklists within quality control guidelines for new and renewal business
    • Directs the update of exposures at renewal, assists the Account Manager with gathering information as needed, and assists the client with the preparation of applications and supplemental applications necessary for renewal
    • Directs the quality preparation of executive summary and narrative for all submissions and ensures their timely delivery to Marketing
    • Reviews and assimilates information from prospect, prepares submission for marketing, obtains additional information from client as needed
    • Perform special projects as requested by Sales Manager
    • Keep abreast of industry changes and trends
    • Participates in seminars and classes for knowledge and skill development
    • Perform other duties as assigned


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    Sales Executive / Producer - Employee Benefits - Houston, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Houston, TX

    Job Summary:

    The Sales Executive/Producer works to sell Brown & Brown expertise, capabilities and Employee Benefits insurance programs to middle market sized businesses. To identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Identifies coverage gaps or deficiencies in a prospect’s current insurance program and highlights unmet service needs which can then be capitalized upon by the B&B team to dislodge their current agent/broker. Sales Executives develop winning strategies and tactics to successfully win and retain clients.

     

    Essential Duties and Responsibilities include, but not limited to, the following. Other duties may be assigned.

    • Meet and/or exceed sales goals by selling new business and retaining current clients
    • Cold calls to new prospects to set appointments to describe Brown & Brown’s services and expertise
    • Update inventory and weekly call log reports
    • Act as a benefits consultant to clients to aid in strategizing and managing their benefit plans
    • Work closely with team members and clients on plan design, compliance, marketing and overall benefits strategies
    • Analyze benefit programs and provide recommendations to improve clients’ benefits programs, policies and procedures
    • Administer the renewal/marketing process by collecting vendor/client information, analyzing benchmark data and developing recommendations
    • Facilitate the open enrollment process including vendor management, employee meetings, proofing contracts/agreements
    • Perform special projects as requested by Sales Manager
    • Keep abreast of industry changes and trends (ACA)
    • Participates in seminars and classes for knowledge and skill development
    • Perform other duties as assigned


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    Sales Executive/Producer - Austin, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Austin, TX

    Job Summary:

    The Sales Executive/Producer works to sell Brown & Brown expertise, capabilities and Property/Casualty/Employee Benefits insurance programs to middle market sized businesses. To identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Identifies coverage gaps or deficiencies in a prospect’s current insurance program and highlights unmet service needs which can then be capitalized upon by the B&B team to dislodge their current agent/broker. Sales Executives develop winning strategies and tactics to successfully win and retain clients.

     

    Essential Duties and Responsibilities:

    • Meet and/or exceed sales goals by selling new business and retaining current clients
    • Cold calls to new prospects to set appointments to describe Brown & Brown’s services and expertise
    • Update inventory and weekly call log reports
    • Assists clients with coverage questions, exposure identification and solutions to exposure items
    • Directly resolves (or oversees the satisfactory resolution of any escalated client issues or concerns
    • Reviews client contracts and approves complicated (non-standard) certificate requests
    • Responsible for completion of exposure checklists within quality control guidelines for new and renewal business
    • Directs the update of exposures at renewal, assists the Account Manager with gathering information as needed, and assists the client with the preparation of applications and supplemental applications necessary for renewal
    • Directs the quality preparation of executive summary and narrative for all submissions and ensures their timely delivery to Marketing
    • Reviews and assimilates information from prospect, prepares submission for marketing, obtains additional information from client as needed
    • Perform special projects as requested by Sales Manager
    • Keep abreast of industry changes and trends
    • Participates in seminars and classes for knowledge and skill development
    • Perform other duties as assigned


    Click here for more information on this job.

    Sales Executive/Producer - Houston, TX

    Brown & Brown Lone Star Insurance Services, Inc.
    Location: Houston, TX

    Job Summary:

    The Sales Executive/Producer works to sell Brown & Brown expertise, capabilities and Property/Casualty/Employee Benefits insurance programs to middle market sized businesses. To identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Identifies coverage gaps or deficiencies in a prospect’s current insurance program and highlights unmet service needs which can then be capitalized upon by the B&B team to dislodge their current agent/broker. Sales Executives develop winning strategies and tactics to successfully win and retain clients.

     

    Essential Duties and Responsibilities:

    •  Meet and/or exceed sales goals by selling new business and retaining current clients
    • Cold calls to new prospects to set appointments to describe Brown & Brown’s services and expertise
    • Update inventory and weekly call log reports
    • Assists clients with coverage questions, exposure identification and solutions to exposure items
    • Directly resolves (or oversees the satisfactory resolution of any escalated client issues or concerns
    • Reviews client contracts and approves complicated (non-standard) certificate requests
    • Responsible for completion of exposure checklists within quality control guidelines for new and renewal business
    • Directs the update of exposures at renewal, assists the Account Manager with gathering information as needed, and assists the client with the preparation of applications and supplemental applications necessary for renewal
    • Directs the quality preparation of executive summary and narrative for all submissions and ensures their timely delivery to Marketing
    • Reviews and assimilates information from prospect, prepares submission for marketing, obtains additional information from client as needed
    • Perform special projects as requested by Sales Manager
    • Keep abreast of industry changes and trends
    • Participates in seminars and classes for knowledge and skill development
    • Perform other duties as assigned


    Click here for more information on this job.
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