Sales Executive Assistant

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

It's an exciting time to join Brown & Brown!  Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Sales Executive Assistant to join our growing team in Southwest Florida. Teammates may choose to report to one of two offices in the area- Ft. Myers, Florida or Naples, Florida.

The Sales Executive Assistant position provides a unique opportunity for individuals looking to build a lasting career with a forever company. This position will report to the Commercial Lines Sales Leader in conjunction with the Profit Center Leader and will partner with department leaders, segment leaders, and the regional recruiting team to support the following areas of the business: Executive Assistant functions, new business development and branding, account management, and recruiting. This opportunity is designed for professionals with a foundation in some or all of these areas that are looking to take it to the next level!

Who We Are:  Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939.  Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve.  We think of ourselves as a team, so we have teammates---not employees.  We prioritize health, family, and business---in that order.  We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself.  Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn’t act like one.

Who We Are Looking For:  We are looking for passionate team players who believe in working hard and having fun in a collaborative environment.  Our team is customer-focused and values the importance of strong relationships, professionalism, and trust.  We embrace solutions-oriented big thinkers who are committed to results and aren’t afraid to take risks.  We are driven to set goals high and aim even higher.

General Responsibilities:

Executive Assistant Activities:

• Executive Assistant to the Profit Center Leader and Sales Leader

• Maintain comprehensive and accurate corporate records, documents, and reports

• Use various software; including, Word, Excel, Teams, and presentation software to prepare reports and/or special projects

• Responsible for all travel arrangements, appointments, calendar updates, incoming mail, and phone calls for Profit Center Leader and Sales Leader

• Manage expense reports for Profit Center Leader and Sales Leader

• Send communications on behalf of Profit Center Leader and Sales Leader

• Handle all files, requests from corporate, and confidential information, etc.

• Generate reports requested by Profit Center Leader

• Maintain Corporate Assistance files

• Arrange client and carrier meetings

• Plan company outings

New Business Development and Branding Activities:

• Gain proficiency with the proprietary Customer Relationship Manager

• Support Profit Center Leader in ensuring accuracy of the CRM and appropriate utilization with the sales team

• Plan sales meetings

• Responsible for promoting Brown and Brown brand and client/ prospect communications

• New business development via the CRM, LinkedIn including the management and administration of sales campaigns

• Input prospects into CRM and assist with implementation of cold calling lists

Account Management Activities:

• Request Loss Runs from carrier or online as needed or directed

• Utilize Pre-Renewal Checklists to assist Account Service Managers with renewal marketing process; including, assisting in preparing applications and proposals

• Request additional information from Insured

• Complete and submit Loss Notices

• Mail Claim Follow up to Insured, follow up on all open claims, and process claims documentation as directed by service team

• Create budget template and complete budgets

• Prepare Summary of Coverages

• Assist with Executive Summaries

• Assist with applications for new business

• Verify quotes match pre-renewal notes and review proposals

• Request appraisal, building updates, etc.

• Co