Insurance Specialist - Palm Harbor, FL

Brabo•Palm Harbor, FL

4d•Hybrid

About The Position

Brabo Insurance, a veteran-owned company founded in 2016 and recognized on the Inc. 5000 list, offers nationwide support in Payroll, HRIS, ASO, Benefits, and Insurance services. We are expanding our Insurance division and presence in Florida, seeking a motivated, growth-minded professional for our Palm Harbor, Florida team to build a long-term career in the insurance industry. This entry-level Insurance Specialist role is designed for individuals aiming for a career in commercial insurance. The position involves working closely with licensed producers and the service team to support commercial accounts, assist with insurance audits, and collaborate with the Payroll and Benefits divisions for a seamless client experience. The role starts at $25 per hour, with the expectation of obtaining the Florida Property & Casualty insurance license within the first four months, supported by Brabo. The position is primarily office-based with hybrid flexibility, but requires occasional local driving for business needs like post office visits, DMV errands, document delivery, or client meetings.

Requirements

Strong communication and organizational skills
High attention to detail
Comfortable working with numbers and reports
Ability to manage multiple tasks and deadlines
Proficient in Microsoft Office; Excel experience preferred
Willingness to study for and obtain the appropriate Florida Property & Casualty insurance license within four months
Ability and willingness to occasionally travel locally for business-related errands and client visits
Valid driver’s license and reliable access to a personal vehicle for occasional business use required

Nice To Haves

Payroll exposure is a plus
Prior experience in insurance, payroll, or customer service is helpful but not required

Responsibilities

Assist with servicing personal and commercial insurance accounts
Support policy changes, endorsements, certificates, remarketing, and renewals
Respond to client inquiries in a timely and professional manner
Maintain accurate documentation in our agency management system
Assist clients with workers’ compensation and general liability audits
Gather required documentation, including payroll records and classification data
Work closely with carriers to reconcile and finalize audits
Communicate audit results clearly to clients
Pull and review payroll reports to support insurance audits and underwriting
Partner with Brabo’s Payroll and Benefits teams for clients utilizing multiple services
Ensure consistency of employee data across payroll, benefits, and insurance platforms
Identify opportunities where coordination between divisions improves client outcomes
Maintain organized client files and documentation
Support the sales team with proposals and renewal preparation
Participate in ongoing training and professional development
Obtain the appropriate Florida Property & Casualty insurance license within the first four months of employment
Assist with occasional local business errands and client needs, including trips to the post office, DMV, and other local businesses or government offices
Attend occasional in-person meetings or visits with local clients as business needs require
Perform other duties as assigned to support the Insurance division and Brabo’s continued growth