Brown & Brown Insurance

• Drive growth and retention by managing broker and carrier relationships • Servicing a current book of business • Developing new market opportunities • Mentoring team members • Ensuring compliance and confidentiality while delivering exceptional customer service. • Build agent and broker relationships. • Manage current book of business. • Seek opportunities to access and cultivate new markets. • Effectively manage carrier relationships • Provide guidance and training to Assistant Broker. • Review and analyze risks, ensuring all required information is obtained. • Ensure compliance with government agencies and corporate policies and procedures. • Attend training sessions, courses, etc. to maintain up-to-date skills. • Always conduct the highest level of confidentiality. • Other duties as needed.

• Coordinate with the Care Team Lead and Care Team Member Services Manager to ensure team resources meet member enrollment needs • Respond to incoming calls and make external calls to client members for copay assistance • Provide client support and coordinate member implementation calls • Assist patients with enrollment in the manufacturer’s program • Maintain patient database for follow-up, tracking, and reporting • Review daily rejected and paid claims

• Manage and adjust first party property claims, ensuring the highest level of customer service and technical claim file quality. • Secure all pertinent documentation related to the loss. • Assign and manage the activities of independent adjustors and other vendors. • Evaluate loss and policy information to make proper coverage assessments. • Refer cases timely to Claims Manager regarding potential for large loss or coverage concerns. • Establish and maintain adequate and timely indemnity and expense reserves within the examiner's authority or make claim recommendations concerning reserve changes. • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively. • Draft Large Loss reports and participate in Large Loss Committee and/or Reinsurance reviews. • Conduct, coordinate, and proactively handle the cause and origin investigation process and ensure timely identification and pursuit of subrogation. • Inspect losses in the field as necessary.

• Help new customers establish platform credentials with our various partners • Provide responsive customer support by diagnosing issues, troubleshooting problems, and delivering effective solutions to ensure a positive user experience • Collect proper documentation and forms to maintain customer files accurately and consistently in accordance with department workflows and procedures • Update customer information in our internal databases, on carrier platforms, and carrier partners • Task and pend to ensure timely and accurate processing, follow up as needed • Contribute or create a standard operation procedure for each process to be shared amongst your team for training and reference • Provide clear communication and documentation of workflow status • Respond to inquiries in a timely and professional manner

Role Description The Underwriter I is responsible for supporting the Personal Property Underwriters, the Underwriting staff, and all departments that interact with Underwriting. The Underwriter I is responsible for assisting with the processing of New Business, Endorsements, Suspense and Renewals. Essential Duties and Responsibilities - Adhere to Arrowhead General Insurance Agency Service Standards - Serve as the first line of contact in addressing questions and concerns from customers through phone calls and correspondence - Resolve any complaints from customers in a professional manner and refer those who need additional help to the appropriate contact person or department - Maintain a positive market image of Arrowhead General Insurance Agency and all of its customers through professional, courteous and helpful customer service responses - Process new business underwriting, endorsements, and/or renewals as assigned - Interpret individual program guidelines regarding acceptability, rating and procedures - Maintain minimum production and quality standards in all areas - Report rating and data errors to Supervisor as well as agency trends regarding acceptability - Understand and adhere to carrier guidelines including systems & processes related - Request and obtain renewal information as needed - Review, analyze, underwrite, & endorse renewals - Send Non-Renewal Notification when applicable - Complete cancel/rewrite/effective date changes in accordance with carrier guidelines and company procedures - Review and process Broker of Record Letters in a timely manner - Meet deadlines set forth by supervisors/management - Meet phone login requirements - Successfully pass internal and carrier file audit reviews - Other duties and responsibilities as needed Qualifications - Minimum one year in a customer service role. Prior insurance experience in a support position preferred - Computer navigating skills – must be able to use Microsoft Word, Excel, and Outlook; Policy and Accounting systems, Internet Explorer, and vendor specific computer programs - Strong communications skills – must be able to correspond and communicate with producers in a courteous and professional manner to help resolve issues - Reasoning ability – solve practical problems without strict instructions - Organizational skills - Ability to prioritize tasks Requirements - California P&C License would be a plus, but not required for the position - Completion of the Brown & Brown University School of Service Personal Lines Courses (Best Practice Skills, Customer Service Skills and Business Skills) - INS classes would be a plus, but not required for the position Benefits - 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

Role Description Provide claims advocacy, program analysis, and risk services to clients working in conjunction with the Senior Claims Leaders, and the Placement Teams. Claims advocacy for clients requires consultation, pro-activeness and added value to the process. - Assists clients in reporting claims to carriers, advises on managing emergency services, and how to begin documenting the claim. - Consider and advise the client on any other resources such as restoration firms, engineering consultants, or claim preparation services. - Assist clients with managing cash flow by advocating for early advance payments and ongoing partial payments as desired by the client. - Throughout the process anticipate potential issues and communicate to the client and the adjustment team. - Provide advice and guidance on carrier coverage positions. Advocate for a client in response to any adverse coverage position. - Manage client claims to bring about timely and fair settlement by appropriate follow-up activities and settlement negotiations. - Provide input to the Risk Solution placement team on client claims status as requested. - Provide feedback to the placement team on any identified coverage issues or concerns. - Develop Service Plans for claims handling based on client needs. - Support and strengthen the Practice through individual contributions and suggestions, mentoring and coaching of junior team members inside and outside the Practice, and communicating success stories to our internal team and to clients as appropriate. - Provide assistance and support for new business development/RFPs. - Develop and maintain relationships with clients, independent adjusters, and vendors for the benefit of our clients. - Keep current on marketplace changes. - Attend required training sessions, courses, etc. to develop and maintain up-to-date skills and maintenance of your broker’s license. - Maintain an appropriate level of confidentiality of information processed. - Follow all company policies and procedures. - Other duties as assigned. Qualifications - Bachelor’s degree including but not limited to Business and/or Risk Management, and/or 8-10 years of related insurance experience. - Must have or be able to obtain the appropriate state broker licenses. - Ability to establish work priorities and manage time effectively. - Ability to use initiative and good judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills. - Establish and maintain effective work relationships and function in a team environment. - Excellent interpersonal and customer service skills. - Ability to lead/command client and/or market discussions. - Good listening skills. - Proficiency in the use of personal computers, including data entry, word processing, and spreadsheet applications. Proficient with Microsoft PowerPoint, Word, and Excel. Requirements - Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day. - Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day. - Vision sufficient for use of a computer monitor. - Ability to sit at a desk 7-8 hours per day. Benefits - 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.

• Evaluating submissions to determine a comprehensive marketing plan based on carrier appetites. • Updating policy information, gathering loss reports, and completing applications/submissions. • Working with insurance company underwriters to receive timely and accurate quotes. • Negotiating for the terms and conditions that position us to win. • Preparing presentations + binding/issuing policies.

• Define and execute the long-term vision for Brown & Brown's RFP function. • Design the organizational structure, service model, governance framework, and operating model for a centralized RFP organization. • Develop a multi-year roadmap focused on scalability, efficiency, automation, and quality. • Establish service-level agreements, performance metrics, and reporting dashboards. • Build and lead a national team of RFP managers, writers, and designers. • Determine optimal staffing levels, geographic footprint, specialization model, and career progression pathways. • Recruit, coach, and develop a high-performing team capable of supporting complex, high-volume proposal activity. • Create a culture of accountability, collaboration, innovation, and continuous improvement. • Drive RFP strategy, messaging, executive positioning, and differentiators in partnership with the comms team. • Implement best practices in proposal management, content governance, and quality assurance. • Establish standardized methodologies and workflows across the enterprise. • Evaluate and implement proposal automation, AI, and content management platforms. • Optimize use of Loopio, CRM integrations, knowledge management tools, and workflow technology. • Identify opportunities to reduce cycle times, establish healthy hit ratios, and improve proposal quality through automation and process redesign. • Further develop a centralized content library and governance framework.

• Work with development teams and product managers to ideate software solutions. • Build front-end applications through appealing visual design. • Develop and manage well-functioning databases and applications. • Build & manage APIs. • Develop software testing to ensure accuracy, responsiveness, and efficiency. • Troubleshoot, debug, and maintain software. • Build applications with a responsive design. • Write technical documentation. • Work with other project managers, business analysts, architects, and database administrators. • Understand and quickly grasp P&C insurance business logic. • Work within a DevOps environment. • Perform other duties as assigned.

• Provide level 2 support for SaaS and custom-built insurance applications using documented procedures and available support tools. • Provide world class customer service through chat, email, phone, and in-person teammate interactions. • Effectively interact and clearly communicate with teammates within multiple levels and departments of the organization, to support the effective and efficient use of the Retail Division’s business applications. • Able to follow and execute upon standard operating practices and procedures. • Demonstrates working knowledge in multiple applications supported by the department. • Escalates complex issues to appropriate business units and technical teams as needed. • Leverages application expertise to troubleshoot, problem solve and offer solutions. • Support application conversion and implementation projects. • Champions information security best practices through educating support customers and following access standards for business applications. • Infrequent travel to offices for onsite support, conferences, and meetings. Up to ~5%.