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:
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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At Brown & Brown, we're all about meritocracy, and we believe in rewarding self-starters who are dedicated to delivering the best for our customers. We're thrilled to invite an enthusiastic Insurance Operations Liaison to join our dynamic team in Milwaukee, WI! In this pivotal role, you'll monitor and assist in the compliance of our risk management program, covering both Property & Casualty and Employee Benefits. You're the go-to person for identifying knowledge gaps and developing impactful learning programs for our team, ensuring exceptional customer service is always priority number one. You'll play an important part in keeping our sales and service teams aligned with established compliance documents and procedures, and you’ll continuously work to enhance our resources. Conducting audits and generating comprehensive reports will be a regular part of your responsibilities, as you'll help maintain compliance with carrier and third-party requirements. Plus, you will coordinate annual self-audits and maintain essential records such as Errors & Omissions certificates. With a keen eye for detail and a passion for the insurance industry, you'll thrive in this role while enjoying the support of a company that values your unique contributions and promotes your professional growth. Join us at Brown & Brown, where your potential is limitless and your well-being is prioritized through an array of benefits that cater to your health, mental wellness, and financial stability. Come be a part of a culture that empowers you to be yourself!
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