Insurance Placement Specialist

Job Opportunity

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Description

Primary responsibility of this position is to support both the renewal and new business sales process across all market segments. This individual will work closely with Marketing Analyst, Account Managers, Producers, and Technicians, and support the implementation and renewal of health and welfare programs.

How You Will Contribute

· Obtain, organize, and record all data/documentation from numerous sources for the renewal and new sales process.

· Obtain/develop detailed census from customers.

· Prepare, submit, and track RFP's during both the renewal and new sales process.

· Responsible for ensuring timely follow-up correspondence with carrier/vendors during the marketing process.

· Market renewal and new business for small to large groups. Obtain and evaluate quotes to determine and recommend markets and products.

· Prepare customer presentations including plan comparisons, cost benefit analysis of plan options, contribution strategies, etc.

· Document account information into the internal management databases and document management system.

· Routine Audit of Marketing Action items to meet IO Requirements

· Utilize knowledge of carrier underwriting criteria, plan benefits, and carrier products, etc.

· Apply basic understanding of claims utilization reporting and group experience analysis for marketing strategies.

· Develop and maintain carrier and vendor relationships.

· Coordinate and participate in customer/carrier conference calls and meetings.

· Attend Marketing meetings (lead as needed & coordinate)

· Support Team as needed.

· Performs any other duties that may be assigned.

Skills and Qualifications to Be Successful

· Work well with fellow employees of the agency.

· Assist the marketing manager cooperatively and courteously.

· Meet agency continuing education requirements.

· Work independently and carry out assignments to completion with minimal instruction.

· High School Diploma

· 2-15 Florida Life & Health Insurance License (Within 2 months of employment)

· Proficiency in Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)

· Computer Literacy

· Bachelor's degree, preferred

· 1-2 years Insurance carrier/broker experience, preferred

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".