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Insurance Operations Liaison

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”. 

Average salary estimate

$75000 / YEARLY (est.)
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$65000K
$85000K

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What You Should Know About Insurance Operations Liaison, bbinsurance

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!

Frequently Asked Questions (FAQs) for Insurance Operations Liaison Role at bbinsurance
What are the responsibilities of an Insurance Operations Liaison at Brown & Brown?

As an Insurance Operations Liaison at Brown & Brown, you will oversee the compliance of the risk management program, conduct audits, and develop training programs for the team. Your role includes updating compliance documents, executing reports for corporate, and ensuring proper operation within both Property & Casualty and Employee Benefits areas to provide exceptional customer service.

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What qualifications are needed for the Insurance Operations Liaison position at Brown & Brown?

To succeed as an Insurance Operations Liaison at Brown & Brown, a minimum of 5 years’ experience in the insurance industry is required. Additionally, a college degree in a business-related field or equivalent job experience is necessary. You'll also need proficient IT skills and familiarity with compliance and risk management processes.

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How does Brown & Brown support the development of an Insurance Operations Liaison?

At Brown & Brown, we support the development of our Insurance Operations Liaison through comprehensive training programs aimed at filling knowledge gaps among team members. We believe that continuous learning is essential for both personal and professional growth, ensuring you have the tools needed to excel in your role.

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What benefits do Insurance Operations Liaison employees receive at Brown & Brown?

Insurance Operations Liaison employees at Brown & Brown enjoy a robust benefits package that includes health insurance, retirement plans, tuition reimbursement, and mental health support. We value your total well-being and prioritize a healthy work-life balance with paid time off and other perks.

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What kind of work environment can an Insurance Operations Liaison expect at Brown & Brown?

As an Insurance Operations Liaison at Brown & Brown, you can expect an inclusive and supportive work environment where teamwork and individual contributions are valued. With our culture grounded in meritocracy, you'll find opportunities for professional growth and a focus on customer satisfaction that drives everything we do.

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Common Interview Questions for Insurance Operations Liaison
How do you ensure compliance in insurance operations?

To ensure compliance in my previous roles, I developed and utilized checklists alongside an operations manual that outlined necessary protocols. Regular audits and training sessions helped keep the team informed and compliant, which I would apply similarly at Brown & Brown.

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What experience do you have with risk management procedures?

In my past positions, I handled compliance for several risk management programs, which involved conducting audits, monitoring processes, and updating internal resources to maintain alignment with industry regulations, experience I plan to leverage in the Insurance Operations Liaison role.

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Can you provide an example of how you've improved team performance?

I initiated a training program that focused on key compliance areas, which resulted in a 20% increase in the team's efficiency. By aligning training with the operational needs, I will replicate this approach at Brown & Brown to enhance our team's effectiveness.

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How do you keep up with industry regulations and changes?

I regularly attend industry seminars and subscribe to relevant publications, ensuring I’m up-to-date with regulations. Networking with professionals also provides insights into changes that may affect operations, which I intend to continue at Brown & Brown.

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What tools do you find essential for managing compliance documentation?

I find that a combination of document management systems and project management tools is vital for efficiently managing compliance documentation. I have proficient experience in tools like Microsoft Word and Excel, which I would leverage at Brown & Brown.

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How do you handle discrepancies in compliance reports?

Upon noticing a discrepancy, I prioritize documenting the issue, performing a root cause analysis, and then addressing it with the team. Continuous improvement discussions ensure that lessons are learned, which I would bring to the role at Brown & Brown.

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Describe your experience with carrier audits.

I have extensive experience coordinating with carriers during audits, ensuring that all documentation is prepared and presented accurately. I believe clear communication with all stakeholders is key, a strategy I’d employ as an Insurance Operations Liaison at Brown & Brown.

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How would you manage team members' training on compliance changes?

I believe in proactive communication and regular training sessions. I would develop tailored training programs that focus on recent compliance changes, ensuring team members stay informed and competent, as I have done in my previous roles.

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What motivates you in the role of Insurance Operations Liaison?

I am motivated by the opportunity to enhance organizational compliance and by contributing to the team’s overall success. Supporting colleagues and ensuring customer satisfaction is deeply fulfilling, which I look forward to continuing at Brown & Brown.

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Why do you believe fostering an inclusive environment is important in insurance operations?

Fostering an inclusive environment leads to diverse perspectives that enhance problem-solving and innovation, catering better to customer needs. At Brown & Brown, I’d advocate for inclusivity as it cultivates a more effective and engaged team.

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DATE POSTED
April 17, 2025

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