Job Description

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

Brown & Brown is seeking an Insurance Operations Liaison to join our growing team in Milwaukee, WI!

The Insurance Operations Liaison will monitor and assist in the compliance of the risk management (Insurance Operations) program for the office (both Property & Casualty and Employee Benefits). Identify areas of knowledge gaps for new and existing service and sales team members and develop learning programs to aid the delivery of exceptional customer service.

How You Will Contribute

• Ensure that all sales and service team members follow established required compliance documents through checklists and IO Manual.
• Update checklists, IO procedures manual and other resources, as needed, for all team members to use.
• Conduct monthly, quarterly, and annual monitoring, including pulling reports and submitting to Corporate as directed
• Monthly Carrier or Third-Party Audits - Carrier and third-party audits include, but are not limited to, audits performed by carriers, reinsurers, self-insured entities, and regulators, or audits performed by other parties on their behalf.
• Quarterly Book of Business (BOB) Report - To ensure that accounts are coded correctly and if any are assigned to inactive team members, that these accounts have been reassigned. Also, review emails and suspense items to ensure that outstanding items have also been re-assigned. This report can also be utilized to monitor billing company versus issuing company, premiums, commission, fees, status codes, i.e. new, renewal, cancelled, etc.
• Quarterly Service Center Accounts Report - To confirm that Service Center accounts are receiving the appropriate correspondence and Compensation Disclosure; and service representatives are not altering policies.
• Annual Catastrophe Plan - Cadency Deployment - To update the CAT Manual annually, upload the current office client list and any new Team member Volunteer forms.
• Act as administrator for all carrier websites and to confirm team members have appropriate access as requested by leadership.
• Complete and submit all new carrier appointment paperwork and ensure all carrier exceptions are requested and renewed as applicable.
• Coordinate and conduct Annual Self Audits.
• Track, update and maintain all Wholesalers and MGAs Errors & Omissions certificates and licenses annually.
• Annual Insurance Operations Reviews – Offices are re-reviewed every two years (unless they receive an Unsatisfactory Review Rating) to identify any potential Errors & Omission and to monitor for consistency, backlog, and/or team member(s) use of the system.

Skills & Experience to Be Successful

• Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• 3+ years’ experience with the organization
• 5+ years’ experience in the insurance industry, or a related field.
• College Degree in a business-related field or related job experience.

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.

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”.

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