Senior Financial Associate

2 weeks ago


St Petersburg, United States Brown & Brown Insurance Full time


At Brown & Brown, we pride ourselves on a culture that thrives on meritocracy, rewarding those who take initiative and prioritize our clients' needs.


As we expand our operations both domestically and internationally, we are eager to strengthen our team with talented individuals who will contribute to our future success.

We are currently seeking a Senior Financial Associate to enhance our dynamic team.


About Us:
Brown & Brown, Inc. has been a leader in the global insurance brokerage industry since 1939, providing innovative risk management solutions. Our core values of honesty, integrity, and innovation shape our interactions with clients, colleagues, and the communities we serve.

We consider ourselves a cohesive unit, valuing teammates over employees, and placing health, family, and business in that order.

Our commitment to diversity ensures that we create an inclusive environment where everyone can thrive.

As a publicly traded company on the New York Stock Exchange, we maintain the agility of a smaller firm.


What We Seek:

We are in search of enthusiastic team players who are dedicated to hard work and enjoy a collaborative atmosphere. Our focus is on customer satisfaction, and we value strong relationships, professionalism, and trust. We welcome innovative thinkers who are results-driven and willing to embrace challenges. Our ambition is to set high goals and exceed them.


Key Responsibilities:
  • Execute daily banking operations, including processing carrier checks and client payments.
  • Conduct daily reviews of bank transactions and perform reconciliations as required.
  • Verify and upload Positive Pay files.
  • Assess and review weekly check disbursements.
  • Analyze Direct Bill commission statements for accuracy.
  • Facilitate the processing of Direct Bill commissions within the agency management system.
  • Manage departmental correspondence.
  • Provide support for document scanning.
  • Process, reconcile, and distribute Insurance Company payables, addressing discrepancies with carriers.
  • Review vendor invoices for precision.
  • Prepare vendor invoices for the Vendor Payable team, ensuring accurate cost center allocations and tax information requests from new vendors.
  • Oversee the accounts receivable process.
  • Reconcile and process credit balances and return premiums for clients.
  • Monitor client accounts to ensure timely payments.
  • Collaborate with Account Managers, Account Executives, CSRs, and Producers regarding outstanding receivables.
  • Assist with client reconciliations and discrepancies related to insurance company payables.
  • Support monthly reporting and year-end procedures.
  • Contribute to various projects as needed.
  • Record transactions in journals, ledgers, and other financial records.
  • Communicate with carriers and address inquiries.

Required Qualifications:
  • Proficient in computer applications.
  • Skilled in MS Office Suite (Word, Excel, Outlook).
  • Excellent telephone etiquette.
  • Detail-oriented and well-organized.
  • Ability to maintain confidentiality.
  • Experience in general accounting practices.
  • Demonstrated multitasking abilities.

Preferred Qualifications:
  • 1-2 years of relevant accounting experience.

What We Offer:
  • Opportunities for professional growth and advancement.
  • Competitive compensation based on experience.
  • Paid Time Off (PTO).
  • Comprehensive benefits package: including health, dental, vision, 401(k), and more.
  • Employee Stock Purchase Plan.
  • Tuition Reimbursement and Student Loan Repayment Assistance.
  • Mental Health Resources.

We are proud to be an Equal Opportunity Employer, valuing the diversity of our team and actively seeking diverse applicants.



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