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Generates new business opportunities through outbound prospecting, networking, referrals, and strategic outreach. Researches prospective clients, conducts needs analyses, builds relationships with decision-makers, schedules meetings, qualifies leads, supports Producers, and maintains accurate CRM pipeline data. The role requires meeting activity and appointment goals, attending industry events, and developing knowledge of insurance products and market trends while pursuing an insurance license.

Drives employee benefits sales through prospecting, relationship management, risk advisory, client presentations, renewals, and customized insurance solutions. Builds executive and carrier relationships, identifies coverage needs, develops proposals, negotiates solutions, and presents recommendations. Maintains CRM pipeline data and represents the brokerage in networking and industry events. Requires an active Life and Health Insurance License, proven benefits sales success, strong insurance knowledge, consultative selling skills, and routine travel.

Underwrite contract surety bonds, assess account risk, and process bid and final bond requests. Review submissions for completeness and policy compliance, analyze accounting audits and financial statements, and monitor account fiscal status. Build agency and surety-company relationships, identify new partnerships, and drive premium growth through market expertise. Lead internal underwriters while overseeing their training and development.

Leads Brown & Brown’s investor relations strategy, earnings communications, analyst and investor engagement, financial modeling, market intelligence, executive communications, and public company disclosures. Advises the CFO and senior leadership on financial narratives, valuation, capital allocation, M&A, shareholder value, and external stakeholder interactions. Coordinates with Finance, Treasury, Legal, Accounting, Communications, Marketing, and other teams to ensure accurate and consistent messaging.

Supervise homeowners underwriting operations, including new business, renewals, inspections, wildfire risk assessment, risk selection, quality, and production goals. Guide complex underwriting decisions, ensure adherence to carrier standards, support team training and performance, monitor workloads, assist with UAT and process improvements, and contribute market insights to product and pricing strategies.

Leads property and casualty sales operations by managing producers, setting new-business and retention goals, coordinating cross-sell opportunities, overseeing the business development unit and CRM, improving sales materials, supporting renewal strategies, expanding client relationships, and hiring and training producers. The role also organizes sales meetings, monitors producer sales plans, and requires periodic travel.

Drive strategic sales growth in the student health insurance sector by developing sales plans, managing higher education relationships, conducting consultative selling, negotiating contracts, monitoring market trends, and forecasting revenue. Collaborate with underwriting, marketing, compliance, and customer service teams to support onboarding and client satisfaction while maintaining HIPAA, cybersecurity, confidentiality, and corporate compliance requirements.

Develop and maintain full-stack desktop and web applications using .NET, WPF, Angular, JavaScript, SQL, and REST APIs. Responsibilities include database design and query optimization, bug fixes, enhancements, troubleshooting connectivity issues, Git-based collaboration, CI/CD pipeline maintenance, code reviews, and sprint participation.

Supports employee benefits consultants by managing client account operations, preparing deliverables and audit materials, coordinating vendor implementations, resolving escalated claims and billing issues, maintaining benefits systems, and leading or supporting open enrollment presentations. The role also manages client status meetings, action logs, fees and commissions, and day-to-day client relationships while ensuring accurate, confidential, and timely service.

Provides administrative and operational support for the Fine Art insurance practice, including issuing certificates, maintaining policy records in Applied Epic, supporting billing and collections, preparing reports, updating Salesforce, managing resources and calendars, coordinating meetings, and providing IT assistance. Requires strong organization, Excel proficiency, attention to detail, and at least two years of client management or administrative support experience.