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    Account Associate - Commercial Lines - Houston, TX

    Brown & Brown of Texas, Inc.
    Location: Houston, TX

    Job Summary:

    Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employee over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, offices are located across the United States and we are looking for ambitious professionals to join our team!

     

    Currently, we are seeking a driven Account Associate to join our Commercial Lines teams! You will be responsible for providing support to the Commercial Lines Account Manager and Producer in obtaining, maintaining, expanding and servicing accounts.

     

    Responsibilities:

    • Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer
    • Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier
    • Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion
    • Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available
    • Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound
    • Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager
    • Update direct bill screens (Account Manager to invoice all renewal policies)
    • Check policies; transmit to client; update Applied
    • Maintain current Activity log and follow up on open activities
    • Prepare Accord Change Request, transmit changes to insurance carrier(s) and update Applied
    • Process endorsements; review, invoice, transmit
    • Process final audits; review, invoice, transmit
    • Process incoming mail as requested by Account Manager
    • Issue Binders
    • Issue Auto ID Cards
    • Issue standard Certificates of Insurance (back-up to Administrative Assistant)
    • Order loss runs (back-up to Administrative Assistant)
    • Handle items reflected on bi-weekly Exception Reports
    • Obtain Premium Finance Agreement quotes and prepare document for signature
    • 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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    Account Manager - Commercial Lines - Houston, TX

    Brown & Brown of Texas, Inc.
    Location: Houston, TX

    Job Summary:

    Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employee over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, offices are located across the United States and we are looking for ambitious professionals to join our team!

     

    Currently, Brown & Brown of Texas, Inc. is seeking a talented Account Manager to join our Commercial Lines Department. This individual will be responsible for providing support to Producers and Account Executives in obtaining, maintaining, expanding and servicing accounts. We will further rely on you to address all client service requests, negotiate renewal terms with the incumbent insurance carrier(s) and assist the Commercial Service Manager and/or Quality Control Liaison in the training of team members.

     

    Responsibilities:

    • Monitor/oversee expiration and binder log to ensure renewal of all coverage in a timely manner
    • Review Renewal Update documents prepared by Account Associate prior to release to Producer
    • Coordinate the receipt of the updated Executive Summaries 
    • Prepare and submit renewal information to incumbent insurance carrier(s) if account is not being marketed by the Marketing Dept.
    • Review quotes and proposals received
    • Request from insurance carrier(s) that renewal coverage be bound
    • Oversee the Account Associate performing the renewal procedures upon binding of coverage; assist as necessary to ensure completion in a timely manner
    • Check policies; transmit to client; update Applied
    • Maintain current Activity log; follow up on open activities and/or oversee Account Associate follow up on open activities
    • Receive all incoming calls and is the main point of contact for the client in addition to the Producer/Account Executive
    • Assist clients with coverage questions, exposure identification and solutions, billing or carrier service issues
    • Account Receivable maintenance, collection and resolution
    • Set up Master Certificates
    • Prepare/Issue non-standard Certificates of Insurance
    • Prepare/Issue Schedules of Insurance
    • Review all incoming mail; assign to Account Associate as appropriate
    • Complete all QC incident reports, as necessary
    • Ensure that Applied is properly documented and is fully utilized
    • Confirm that all exposure checklists, fee agreements, disclosures, subjectivities and necessary client sign-offs are obtained or resolved and made part of the current file
    • Assist the Commercial Service Manager in the development/maintenance of department procedures/processes
    • 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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    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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    Account Manager - Personal Lines - Austin, TX

    Brown & Brown of Austin
    Location: Austin, TX

    Job Summary:

    Brown & Brown of Austin is seeking a motivated Account Manager to service Personal Lines accounts, including the renewal, collection, claims and service process. This individual must be familiar with company underwriting guidelines, is knowledgeable in Personal Lines coverages and have ability to develop and maintain rapport with clients along with company underwriters to solicit new coverage and develop existing accounts.

     

    The Account manager will be responsible for deciphering between agency service and service center clients. Other duties include, but are not limited to, directing service center clients to the appropriate service center and facilitate the client’s transition into the service center. We will rely on you to utilize and have the client utilize all available service centers to their full capacity.

     

    Responsibilities:

    • Review customer needs and oversee the renewal process which includes preparation of submissions; making submissions directly to the appropriate companies and brokers; communication with companies/brokers to obtain the best insurance package at the most competitive rates; preparing and the presentation of the proposal.
    • Binding coverage with the company and either issue proof of coverage for the customer or have the carrier issue proof of coverage whenever available.
    • Securing approval for certificates and either create Master Certificate when necessary or have the carrier issue certificates whenever available.
    • Manage the ordering, checking, processing and mailing or delivering of customer’s insurance policies on new business and agency service clients.
    • Manage the maintenance of customer electronic files.
    • Contact customers for collection of premiums as necessary.
    • Provide clients with the appropriate company contact information to report claims.  When necessary, take claim information; verify coverage and make sure claim is reported timely to the company. 
    • Answer questions and resolve problems for customers.
    • Manage the ordering, processing and invoicing of change requests initiated by the customer or provide client with the appropriate service center information to process change requests.
    • Manage and evaluate any other processes that are delegated to Administrative Assistant or Clerical Assistant.
    • Obtain expiration dates for policies not written by B & B and follow up with quotes.
    • Refer group life, and health leads to the appropriate department.
    • Due to changing business conditions, management may request that additional duties or function are necessary to fulfill the job requirements. 

     

     



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    Accounting Assistant - Houston, TX

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

    Job Summary:

    Brown & Brown Lone Star Insurance Services, Inc. is seeking an entry level accounting assistant.  This position will work closely with our accounting team, and be trained in our systems and processes.  The ideal candidate will be a self-starter, detail oriented and able to multi-task.  This is an excellent opportunity for goal-orientated individuals interested in professional development and career growth. 

     

    Brown & Brown Lone Star Insurance Services, Inc. is a wholly owned subsidiary of Brown & Brown, Inc. Based in Houston, Brown & Brown Lone Star Insurance Services, Inc. operates throughout the state of Texas and across the nation, and does business in more than two dozen states. We are principally engaged in the business of serving commercial and personal insurance customers by providing professional advice, insurance coverage placement and related claim services. Together with our subsidiaries and affiliates, we offer businesses Property / Casualty Insurance, Surety Bonds, and Group Employee Benefit Plans. We provide individuals with Home, Automobile, Valuable Article, and Life Insurance.

     

    Responsibilities:

    • Agency Bill Administration
    • Direct Bill Invoicing
    • Vendor Payable
    • Submit & Review Positive Pay
    • Record the check and ACH deposits daily
    • Journal Entries as needed
    • W-9 verification of vendors
    • Accounts Receivable
    • Surplus Lines
    • Sales Tax
    • Miscellaneous Projects assigned by Accounting Leader
    • Other Duties as assigned

     



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    Accounting Leader Trainee - San Antonio, TX

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

    Job Summary:

    Brown & Brown Lone Star Insurance Services, Inc. is seeking an Accounting Leader Trainee to join our team. The selected individual will train to do the accounting and branch financial functions/reporting for 1-2 years in our San Antonio office, reporting to the Regional Director of Financial Operations and role into a Profit Center when a need should arise for a fully trained Accounting Leader. 

     

    This is an excellent opportunity for goal-orientated individuals interested in professional development and career growth.

     

    Responsibilities:

    • Ensure compliance with government agencies and corporate policies and procedures. 
    • Evaluate accounting system and make decisions regarding the branch accounting management function.
    • Report branch financials to the corporate office. 
    • Perform functions required to maintain complex accounts, recommending procedures for continuous improvement.
    • Review, reconciliation and resolution in regard to accounts payable and accounts receivable.
    • Perform required maintenance of systems and reporting.
    • Perform other duties as assigned.

     



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    Agency Support Administrator - Austin, TX

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

    Job Summary:

    Brown & Brown, Inc. is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE as BRO. Our corporate culture is built on vision, speed, agility and strength that allows us to thrive in the very competitive insurance environment. This unique culture has enabled us to quickly chase down new opportunities, adapt our products and services to best meet market demands, and satisfy our many and varied clients. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service. 

     

    Brown & Brown Lone Star Insurance Services, Inc. is seeking a talented Support Administrator who will perform essential functions which focus on the insurance agency and client service in our multi-tasking, fast paced, team driven environment.

     

    Responsibilities:

    • Acting as initial point of contact for clients and vendors on the phone and in person.
    • Performing general office duties in a manner that improves the efficiency and accuracy of the agency functions. 
    • Handling client requests in a timely, professional manner. 
    • Assisting the agency departments with servicing and documentation projects.
    • Communicate with clients, staff, insurance carriers and vendors via MS Word, Outlook, PowerPoint and Excel.
    • Answer multi-line phone system
    • Maintain insurance licensing logs
    • Maintain supply log; order supplies as necessary;
    • Open and distribute mail
    • Scan Documents
    • Maintain follow up and suspense file using Applied TAM and Outlook
    • Process invoices and document checks and deposits

     



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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


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    Human Resources Leadership Program - Syracuse, NY

    Brown & Brown Insurance, Inc.
    Location: Syracuse, NY

    Job Summary:

    Brown & Brown Insurance Inc.’s Human Resources Leadership Program allows individuals to learn about Human Resources in the insurance industry while growing and developing the skills necessary to be a leader within our ever-growing company. The Leadership Program is a two-to-three year training program based in Syracuse, NY designed to prepare individuals for a successful future within Brown & Brown. Teammates in the Leadership Program travel to many of our 200+ decentralized locations performing audits based on processes and procedures within the Human Resources discipline. This unique opportunity provides our future leaders the chance to network with senior leadership across the company while exploring multiple offices across our four divisions and find the perfect opportunity.

     

    Initial relocation to Syracuse, NY is required for the two-to-three 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.

     

    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, auditor 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.

     



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    Marketing Executive - Commercial Lines - Houston, TX

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

    Job Summary:

    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 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.

     

    Markets our client’s new or renewal insurance specifications/requirements to the insurance company marketplace.  The Marketing Executive ensures that our client’s submission is presented to all potentially interested insurance companies and intermediaries.  Is adept at navigating a large and complex market and relentlessly pursues competitive coverage options and alternatives for our clients.  Uses their excellent relationships with insurance companies and their superb negotiation skills to secure the most appropriate and competitive programs available.  

     

    Responsibilities:

    • Receives incoming account marketing assignments from the Marketing Department Manager.
    • Updates MMS / AFW systems to record their assignment
    • Arranges and holds a meeting with all interested B&B parties to establish marketing goals, tactical strategy and time frames
    • Responsible for locating and covering all markets and ensuring multiple competitive quotes for every line of coverage
    • Researches and makes all appropriate market pick selections
    • Ensures submissions are made to each appropriate market, records the submission in all systems and follows up to ensure receipt and acknowledgment from the proper parties
    • Keeps all interested B&B parties apprised of market response and progress of marketing campaign
    • Follows up to obtain quotes
    • Attempts to re-negotiate declinations, where appropriate
    • Reviews how all quotes compare to our submission coverage specifications, clearly noting differences that cannot be resolved
    • Negotiates with carriers and leverages all quotes to maximize coverage, competitive pricing and commission to obtain the most superior client options
    • Prepares proposals for Producer review and presentation
    • Prepares documents for disclosures, client sign-off, conditions or subjectivities and fee agreements to accompany presentation
    • Binds coverage with all markets and documents files / systems
    • Bills invoices bound coverage in a timely way
    • Completes Marketing Department Checklist and transfers files to Account Manager / Account Assistant

     



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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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    Sales Executive - Employee Benefits - Commercial Lines - 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. This individual will identify each client’s potential risks and exposures and design the proper insurance coverage programs which are required. Responsibilities include identifing 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. We will rely on the Sales Executive to develop winning strategies and tactics to successfully win and retain clients!

     

    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

     



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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 - 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


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