10/17/2025
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Position Summary: We are seeking a highly organized and detail-oriented individual to work with our new business team to manage technology to enable client and prospect management. You will be responsible for maintaining accurate client and prospect records, supporting producers in new business prospecting, and partnering with marketing team to deliver targeted campaigns and communications. Essential Duties and Functions: CRM Ownership & Support Master and own Microsoft Dynamics, serving as the in-house expert and resource for the team Manage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenance New Business Prospecting Campaign Management Qualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead...
Brown & Brown
Southborough, MA, USA
Full Time
