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Our experienced team at Brown & Brown of WA Inc. – Tacoma understands the importance of customer service and we are deeply committed to putting your insurance needs at the top of our priority list. With over 40 dedicated professionals serving in our Tacoma office, we pledge to work collaboratively and strategically to provide you with the best products at the most competitive rates.
Come and see for yourself why our Brown & Brown teammates are truly a “winning pack”!
Executive Vice President
Executive Vice President
Billy is the President of our office, responsible for overseeing all aspects of Brown and Brown Tacoma’s business operations. He started his career at our corporate headquarters in Daytona Beach, Florida. In January 2014 Billy relocated to the Pacific Northwest to assume his current leadership role. Billy prides himself on being available to assist our customers and teammates, and focuses heavily on the growth and development of our people. As an active member of the community, Billy works with many local non-profits, including: Pierce County YMCA, the American Heart Association, and the Executive Council for a Greater Tacoma. Prior to joining Brown and Brown, Billy earned a dual degree in Risk Management & Insurance and Finance, and a minor in Psychology from Florida State University. When he is not leading our office, Billy is spending time with his wife, Brittany, and son, William.
Team Leader
(Personal Lines)
Team Leader
(Personal Lines)
Collette is the Personal Lines and Small Business Service Manager with Brown & Brown of WA Inc.—Tacoma. With almost 30 years in the insurance industry, Collette’s specialties include personal lines coverage for: home, auto, umbrella, valuable articles, flood, mobile home, motorcycle, and life and disability insurance. Collette received her B.A. in English Literature from Montana State University In addition to her Personal Insurance designations (AAI & AAM), she holds a multi-state Property & Casualty License. Collette is committed to her community and her customers and looks forward to reviewing your insurance portfolio.
Accounting Leader
Accounting Leader
Randy is the Accounting Leader for Brown & Brown of WA Inc. – Tacoma. With over 25 years of experience in the financial field, Randy manages the Account Department of B&B Tacoma and works directly with the Leadership Team to keep the office running like a well-oiled machine. Before joining the Tacoma office, Randy served as Accounting Leader for Brown & Brown of Homestead, Florida. Recently, he spearheaded B&B Tacoma’s conversion to a brand-new, state-of-the-art management system called Voyager. In his spare time, Randy enjoys golfing, traveling, and being outdoors.
Administrative Services Leader
Administrative Services Leader
Roberta (Roberta Turner) is an Administrative Services Leader at Brown & Brown of WA Inc. – Tacoma. With over 15 years with the company, she is responsible for day-to-day operations of our busy, customer-focused office. In addition, Roberta chairs our Tangle C Committee, an internal committee committed to providing our team members opportunities to contribute to the community, staff appreciation, and wellness. Outside of work, Roberta enjoys her family life: a husband, two sons, and six grandchildren. Her hobbies include scrapbooking and designing crafts and she hosts a vast collection of Pez dispensers quite often referred to as the Turner Museum of Pez!
Senior Vice President
(NWFA Trust; Employee Benefits)
Senior Vice President
(NWFA Trust; Employee Benefits)
As an Senior Employee Benefits Consultant and Leader of the NWFA Trust Team, Donna knows that strong negotiation skills and a keen understanding of markets and compliance are keys to providing quality insurance services for her customers. Her specialties include: association benefit programs (multiple employer welfare associations), benefit programs designed to meet the needs of banks, credit unions, retirement and assisted living centers, and other professional service organizations. Donna earned her B.A. in Business Administration from Western Washington University. She is also a graduate of the Wellesley College Executive Leadership Program.
Benefits Department Leader
Benefits Department Leader
As an Employee Benefits Consultant, Brittany helps employers design and implement comprehensive employee benefit programs, including a variety of health and welfare offerings. Brittany's responsibilities go beyond the renewal period to include management of claims, ongoing service, and year-round strategic planning. She also helps navigate her clients through complex compliance and ACA reporting requirements. She is responsible for overseeing all aspects of procurement and maintenance of her clients' employee benefit program. Brittany earned her Bachelor of Business Administration degree in Risk Management and Insurance from the University of Georgia. She holds her Life & Disability (Health) License in both Washington and Florida and has earned her Group Benefits Associate (GBA) designation. Brittany is currently serving as a Board Trustee for the Museum of Glass (MOG) and co-chaired the 2016 and 2017 MOG Red Hot Gala. In addition, she is a member of the Capital Campaign Committee for Tacoma Community House. Together, Brittany and her husband, Billy (President of Brown & Brown of WA, Tacoma), co-chaired the American Heart Association's 2017 Dinner with Heart Gala. She welcomed her first child, a son, in October of 2017.
Employee Benefits Consultant & Sales Leader
Employee Benefits Consultant & Sales Leader
Daniel Smith is an Employee Benefits Consultant and the Sales Leader for Brown & Brown of WA Inc. – Tacoma. Daniel is passionate about innovating and implementing strategies to help his customers form sustainable health plans and improve the health and engagement of their employees. Daniel graduated from Pacific Lutheran University with a B.A. in Marketing Management. He sits on several community boards and currently serves as President of the local SHRM chapter. Outside his insurance work and community involvement, Daniel enjoys spending time with his wife and two children in addition to golfing, traveling, and playing games, like ping-pong, that are steeped in competition.
Commerical Department Leader
Commerical Department Leader
Kristy is the Property & Casualty Service Team Leader with Brown & Brown of Washington, Inc. – Tacoma. With almost 10 years in the insurance industry, Kristy’s specialties include: public entities, school districts, contractors, manufacturers, and bonding. As Service Team Leader, Kristy is responsible for marketing new and renewal policies, preparing proposals, negotiating coverages and premiums on behalf of the customers, and assisting policy holders as needed. She also works to train new teammates and reviews internal procedures within the Property & Casualty Department. She earned her A.A. in Applied Science Legal Administration at Puget Sound Community College.
Service Team Leader
(NWFA Trust Team)
Service Team Leader
(NWFA Trust Team)
Stephenie is a Service Team Leader with the NWFA Trust Team and the Employee Benefits Department of Brown & Brown of WA Inc. – Tacoma. With more than 20 years in the insurance and financial industries, Stephenie’s specialties include: Association Health Plan benefit programs, database implementations and management, small and large group marketing, customer service, and 5500 preparation. She is responsible for coordinating carrier negotiations, creating customer renewal presentations, implementing customer decisions and providing employee communications. Stephenie earned her Bachelor of Arts in Economics from the University of Puget Sound.
Service Team Leader
(Employee Benefits)
Service Team Leader
(Employee Benefits)
Sara is an Employee Benefits Service Team Leader at Brown & Brown of WA Inc. – Tacoma. With over 12 years in the insurance industry and customer service, Sara’s specialties include: mid- to large-group benefits, sponsored benefit programs and associations, strategic planning, communications strategy, and customer service. Sara is a member of the Tacoma B&B Leadership Team and Tangle-C Committee. She A.A. in Art and Science from Bellevue College (2005) and her B.A. in Communications from the University of Washington (2009). Sara enjoys spending time outdoors with her family and friends, watching movies, dabbling in photography, cooking/baking, and watching movies whenever possible.
Senior Vice President
(Employee Benefits)
Senior Vice President
(Employee Benefits)
Bev is a Senior Employee Benefits Broker/Consultant with Brown & Brown of WA Inc. – Tacoma. With over 30 years in the industry, Bev’s specialties include: strategy and product development, negotiations, and communications. Recently, she has emphasized value-based healthcare purchasing solutions. Bev earned her B.A. in Law & Justice from Indiana and Central Washington Universities. She is a Chartered Life Underwriter (CLU), a Fellow with the American Leadership Forum, and she holds a Health Cost Management certificate from the National Wellness Institute. An advocate for business leadership and engagement in community, Bev has served numerous community service organizations throughout the Pacific Northwest. She is all-lines licensed in WA State and enjoys directly working with customers and their employees to provide quality coverage and service, while managing to budget.
Vice President
(Commercial Insurance)
Vice President
(Commercial Insurance)
Kim is a Commercial Insurance Account Executive with Brown & Brown of WA Inc. – Tacoma. With more than 37 years in the insurance industry, Kim’s specialties include: risk management for public entities and schools, non-profit organizations, errors and omission exposures, professional liability, contractors, manufacturers, wholesalers, and non-profit organizations. Kim earned his B.A. in Economics from the University of Washington in 1980. He spent six years as a Property & Casualty Underwriter with a national insurer before joining Brown & Brown in 1986. In addition to his active participation in the Tacoma community, Kim enjoys golf, hiking, and spending time with his six grandchildren.
Vice President
(Commercial Insurance)
Vice President
(Commercial Insurance)
Nat is a Large Commercial Insurance Broker at Brown & Brown of WA Inc. – Tacoma. With over 45 years in the industry, Nat’s focus is working with large, complex customers whose needs include professional and management liability exposures and cyber issues. She works with her customers from a consultant’s perspective to help them develop the optimal insurance program to effectively address their exposures to risk. Nat attended Southern Oregon College and has achieved the following designations: Chartered Property Casualty Underwriter, Associate in Risk Management and Certified Insurance Counselor. Outside the office Nat enjoys reading, golfing, biking, hiking and cooking.
Vice President
(Commercial Insurance)
Vice President
(Commercial Insurance)
Bryan is a Property & Casualty Consultant and Broker at Brown & Brown of WA Inc. – Tacoma. With over 25 years of experience and a clientele that spans most of the United States, Bryan brings expertise, trust-based relationships, and excellent negotiating skills to everyone he works with. Bryan’s specialties include: devising insurance policies for large-scale risks, balancing coverage alignment and resource utilization, and helping customers maximize their risk management efforts and minimize claims. His primary industries of focus are: construction, development, property, and specialty casualty risks. Outside the office, Bryan enjoys music, sports, and spending time with his family.
Vice President
(Employee Benefits)
Vice President
(Employee Benefits)
Carrie is an Employee Benefits Consultant with Brown & Brown of WA Inc. – Tacoma. With more than 20 years in the insurance industry, Carrie’s specialties include self-funded and alternative funding programs, non-profit corporate benefit programs, multi-state/location benefit plans, collective bargaining/union groups, and wellness programs and initiatives. An active member of the South Sound community, Carrie is a member for the Society for Human Resource Management. She is also a past member of several committees dedicated to improving education in Tacoma. Carrie received her education at California Polytech State University and currently serves as a director for Tacoma Topsoccer.
Account Manager
(Commercial Insurance)
Account Manager
(Commercial Insurance)
Pam is a Commercial Insurance Account Manager at Brown & Brown of WA Inc. – Tacoma. With over 30 years of insurance industry experience, Pam services a large book of commercial business for the office. She prides herself on making customer service her number one priority and she specializes in working with non-profit organizations, contractors, and transportation risks. A longtime resident of the Pacific Northwest, Pam enjoys the natural beauty and the abundant creativity of the region. She has two children: her daughter is currently pursuing a PhD in Biochemistry and her son is a recent graduate of the School of Math and Sciences in Tacoma.
Commercial Insurance Consultant
Commercial Insurance Consultant
Andy is a Commercial Insurance Broker and Workers’ Compensation Consultant at Brown & Brown of WA Inc. – Tacoma. Though born and raised in Tacoma, and a graduate of Western Washington University, Andy spent the first six years of his career with the Brown & Brown office in Phoenix, Arizona. It was there that he developed a specialty in Workers’ Compensation, working extensively in several states’ systems. Eventually, he started managing a book of business with a focus on construction and transportation/logistics. Since relocating to Tacoma, Andy has worked as broker to help businesses craft effective insurance programs and he has spearheaded the Tacoma office’s Workers’ Compensation practice area. Andy enjoys working with businesses with complex or varied operations, as they present exciting opportunities for creative insurance solutions.
Marketing Analyst
Marketing Analyst
Casee is a Commercial Marketing Analyst at Brown & Brown of WA Inc. – Tacoma. Though originally from the PNW, she began her career with Brown & Brown in 2010 in Phoenix, AZ as a Marketing Analyst. In 2012, she was promoted to Marketing Leader. As Marketing Leader, Casee developed strong working relationships with multiple insurance companies which gave her the leverage to negotiate the most competitively priced and comprehensive coverage solutions on behalf of the agency’s top clients. In 2016, she relocated to Tacoma, WA with her husband and daughter, and continued working remotely for Phoenix until she came on board with the Tacoma office in 2018. In Tacoma, Casee’s duties include the implementation of cutting-edge insurance technology platforms, improving the efficacy of agency procedures, and performing various marketing functions. She graduated from with a Bachelor’s Degree in History from Western Washington University in 2009.
Account Manager
(Personal Lines)
Account Manager
(Personal Lines)
Trish is a Personal Lines Account Manager with Brown and Brown of WA Inc.—Tacoma. With over 25 years in the insurance industry, Trish’s specialties include personal lines coverage for: home, auto, umbrella, valuable articles, flood, mobile home, motorcycle, life and disability insurance, and long term care. Trish is committed to her community and has previously worked with the Puyallup Girl Scouts, the Auburn Food Bank, and Angel Food Ministries. She is currently serving as a mentor mom for her local MOPS organization, since she has two grown daughters of her own. Trish prides herself on excellent customer service and would love to show you what Brown and Brown’s independent markets can do for you.
Account Manager
(Trust Team)
Account Manager
(Trust Team)
Leslie is an Employee Benefits Account Manager with the NWFA Trust Team and Brown & Brown of Washington – Tacoma. With more than 28 years in the insurance industry, Leslie’s specialties include: human resources management, multiple employer plans, Form 5500 preparation, COBRA Administration, Experience Reporting and Compliance. Leslie graduated from the University of Washington with dual Bachelor Degrees in Sociology and Society & Justice. Outside work, Leslie enjoys spending time with her family, baking, reading, kayaking, and just being in the outdoors.
Personal Insurance Consultant
Personal Insurance Consultant
Natalie is a Personal Lines Sales Executive with Brown & Brown of WA Inc. – Tacoma. Natalie is a licensed broker in the Personal Lines Department, specializing in high net worth individuals. With more than 7 years in the insurance industry, Natalie’s areas of expertise include: executive risk analysis for business owners, corporate executives, managers, and working professionals. Natalie earned her B.S. in Political Science at University of Utah, graduating in the top of her class. She completed her degree while working in insurance and winning numerous sales awards. She values her customer relationships and works hard to exceed customer expectations.
Commercial Insurance Consultant
Commercial Insurance Consultant
Wes is a Commercial Lines Account Executive with Brown & Brown of WA Inc. – Tacoma. His specialties include: Workers Compensation, General Liability, Professional Liability, Manufacturing, and Construction. Wes earned his B.A. in Business with a focus on Marketing from University of Washington – Tacoma, his Minor in Economics from the Milgard School of Business, and his A.A. in Business from Pierce College. He is a member of Phi Theta Kappa Honor Society. Wes is the current Board President of the non-profit organization called Safe Streets and he sits on the Advisory Council for the Tacoma Center YMCA. Outside work, Wes enjoys hiking, snowboarding, and fishing.
Account Manager
(Small Commercial)
Account Manager
(Small Commercial)
Britt is an Account Manager for the Personal Lines and Small Commercial Departments of Brown & Brown of WA Inc. – Tacoma. She started her insurance career in 2012, in a front desk/administrative assistant role. Realizing her own love for the industry, Britt earned her P&C Insurance License and worked her way up the ranks. A native and lifelong resident of the Pacific Northwest, Britt couldn’t think of a better place to live. She spent several years volunteering with the Tillamook State Forest in Oregon and appreciates every sunny day we get!
Account Service Specialist (Commercial Insurance)
Account Manager (Employee Benefits)
Account Manager (Employee Benefits)
Nayeli is an Account Manager with the Employee Benefits Department of Brown & Brown of WA Inc. – Tacoma. Her specialties include: plan design, analytics, communications, and operations. Nayeli graduated in the spring of 2017 from Tacoma Community College with an Associate’s Degree in Applied Sciences and Accounting. She also has extensive professional experience in billing, payroll, business taxes, and computerized accounting. A native of the Pacific Northwest, Nayeli enjoys basking in all the wonderful scenery that Washington has to offer. She loves hiking, yoga, and traveling both locally and abroad.
Accounting Associate
Accounting Associate
Shirley is the Accounting Associate for Brown & Brown of WA Inc. – Tacoma. With more than 10 years’ experience as an accountant and payroll manger, Shirley works closely with the Accounting Leader to manage the financial processes of the Tacoma office. Her duties include: data entry, general accounting functions and clerical duties, receptionist operations, and inter-departmental support. Before joining the Brown & Brown team, Shirley worked as a Staff Accountant for TM Athletics Inc. She is a proud native of the Pacific Northwest. In her spare time, Shirley enjoys outdoor activities such as hiking, cycling, and walkathons, and spending quality time with her family and friends.
Account Manager
(Commercial Insurance)
Account Manager
(Commercial Insurance)
Billie is an Account Manager for the Commercial Insurance Department of Brown & Brown of WA Inc. - Tacoma. With over fourteen years in the insurance industry, Billie works with the Property & Casualty team to service a book of business. Her professional background includes both administrative and accounting experience. A proud resident of the Pacific Northwest, Billie enjoys doing yoga and spending time with her two daughters and their two dogs.
Senior Account Manager (Employee Benefits)
Senior Account Manager (Employee Benefits)
Miranda is a Senior Account Manager at Brown & Brown of WA Inc. – Tacoma, with over 19 years of insurance industry experience. Miranda’s specialties include: mid- to large group benefits, strategic planning, alternative and self-funding, employee education and advocacy, workplace wellness, and compliance requirements and adherence. She received her Associates Degree with a focus on Health Information Technology from Tacoma Community College. Outside of work, Miranda enjoys spending time outdoors with her two children.
Employee Benefits Account Manager
Employee Benefits Account Manager
Allison is an Employee Benefits Account Manager at Brown & Brown of WA Inc. – Tacoma. Originally from Wisconsin, Allison joins us most recently from California where she worked extensively with Medicare and Medicare Advantage programs. She has a strong commitment to providing superior customer service and is a natural problem solver. Allison graduated from the University of WI, Manitowoc. Outside of work, she is a mother of four who enjoys reading, painting, and being outdoors.
Account Manager
(Personal Lines/Small Commercial)
Account Manager
(Personal Lines/Small Commercial)
Laura is an Account Manager for the Personal Lines and Small Commercial departments at Brown & Brown of WA Inc. – Tacoma. She comes to the company with 29yrs of experience in the financial industry: 19yrs at Bank of America and the last decade in insurance. While new to Tacoma, she is a Northwest native whose parents were both Seattle Public School teachers, and feels that life experience has helped her educate clients on the benefits of having the right insurance products for their needs. In her spare time Laura cuddles with her cat, writes screenplays and makes short films. She looks forward to being a valuable member of the Brown & Brown team.
Benefits Account Executive
Benefits Account Executive
Matt is an employee benefits consultant in training at Brown & Brown of WA, Inc.- Tacoma. He graduated from Pacific Lutheran University in 2019 with a degree in business administration. Matt is actively gaining knowledge in the field and looks forward to helping clients with their future insurance needs. Outside of work he enjoys skiing, being outside, and anything that is competitive in nature.
Commercial Account Executive
Commercial Account Executive
Shea is a Commercial Lines Account Executive in Training at Brown & Brown of WA Inc – Tacoma. Shea was initially hired as an administrative intern in 2018 before graduating cum laude from Pacific Lutheran University with a Bachelors’ degree in Economics and a minor in Business Administration. He will be focusing on Workers Compensation and finding his niche within the property and casualty market during his training phase. Outside of work, Shea enjoys competitive sports, the outdoors, and skiing.
Commercial Service Specialist
Commercial Service Specialist
Jessyca Valenzuela is a Service Specialist in the Commercial Department at Brown & Brown of WA, Inc. - Tacoma. Jessyca comes with an extensive experience in customer service and effective communications and is simultaneously pursuing her Business Administration degree from University of Washington - Tacoma. She enjoys hiking, swimming, and spending time outdoors with her family and friends.
Benefits Service Specialist
Benefits Service Specialist
McKenzie Rota is a Service Specialist in the Employee Benefits Department at Brown & Brown of WA, Inc. – Tacoma. McKenzie has an extensive background in the healthcare and insurance industry, totaling up to 10 years of industry experience. McKenzie’s skills include a love for analytics and customer service. In her spare time, she loves to spend time with her husband and toddler son. She also enjoys hobbies such as interior decorating, shopping, watching football and traveling as much as she can.
Administrative Assistant
Administrative Assistant
Jenny Beck is an administrative assistant at Brown & Brown of WA, Inc. – Tacoma. With Jenny’s background ling background in customer service as well as insurance, she assists in the day-to-day operations of our office and assists each department to make sure our customers always come first. In her spare times, Jenny enjoys discovering new music and local food, as well as lounging with her two cats.
Account Manager
(Commercial Insurance)
Account Manager
(Commercial Insurance)
Brittany is an Account Manager for the Commercial Department at Brown & Brown of WA, Inc. - Tacoma. She started her insurance career in 2001 and has developed a very strong base in customer service and sales. In her current position, she facilitates day to day changes and annual renewals for her clients and absolutely loves what she does. She is a Pacific Northwest native and loves to travel and explore the beautiful cities of Washington State. She also can be found baking homemade cookies and pies in her spare time as well as sharing quality time with her two daughters.
Employee Benefits Account Manager
Employee Benefits Account Manager
Connie is a Small Group Account Manager for the Employee Benefits department at Brown & Brown of WA Inc. - Tacoma. She recently moved from Michigan to Washington and comes with a 20 year history of working in many aspects of Employee Benefits Management, including years of experience in the field of Human Resources. She comes with a heart for serving others as displayed in her international mission work with orphanages for the past 14 years. This is an asset she brings to caring for her Brown & Brown clients. In her free time she enjoys her family, painting, hiking, biking, and anything that involves being outdoors.
Workers' Compensation Claims Lead
Workers' Compensation Claims Lead
Brad is a Workers' Compensation Claims lead at Brown & Brown of WA Inc. - Tacoma. With more than ten years' experience in the Workers Compensation industry, he has a broad background of account and claim management, and industrial insurance underwriting. Brad has a proactive, out-of-the-box, style of claim management. He also serves as a Sergeant First Class in the United States Army Reserve. In his free time, he enjoys playing with his kids, working on projects around the house, as well as hiking and camping.
Benefits Account Executive
Benefits Account Executive
Kellie is an Employee Benefits consultant in training at Brown & Brown of Wa, Inc, - Tacoma. Kellie graduated from WSU with a degree in Strategic Communication, majoring in PR and Risk and Crisis Communication. She is passionate about helping clients find the right combination of benefits to help their employees. Outside of work, she loves going to baseball games and trying new places to eat, especially independent spots.
Benefits Account Executive
Benefits Account Executive
Jessica is an Employee Benefits consultant in training at Brown & Brown of WA, Inc. - Tacoma. Jessica graduated from Seattle Pacific University with a Bachelor's Degree in Business Finance. Born and raised in the Tacoma area, she loves spending time with family and friends, traveling, and being as creative as possible.
Benefits Account Executive
Benefits Account Executive
Christian is an Employee Benefits consultant in training at Brown & Brown of WA, Inc. - Tacoma. Originally from the Bay area, Christian graduated from the Dominican University of California and has been in the Seattle area for two years. Outside of work, he enjoys spending time with his family, especially his nephew, and his one-year old Golden Retriever Parker.
Commercial Account Executive
Commercial Account Executive
Mike is a Property & Casualty Producer at Brown & Brown of WA Inc. - Tacoma. Born and raised in Gig Harbor, Mike comes with an extensive sales background. He has a strong commitment to proactive thinking, building and maintaining relations while serving clients. Mike played collegiate football at Pacific Lutheran University before finishing his degree at Central Washington University. Outside of work, Mike enjoys spending time with his wife Jess and their families, working in the yard, working out and traveling.
While we have the experience to work with any industry, we have developed several specialties over the years.
Below are just a few of the areas we can provide our expertise and guidance:
Construction: Wes Carter. Account Executive. His specialties include: workers’ compensation, general liability, professional liability, manufacturing, and construction.
EIFS Contractors: Bryan Dunn. Vice President/Account Executive. With over 25 years in the insurance industry Bryan’s specialties center around the construction industry with an emphasis on EIFS contractors. Interested in EIFS? Read more here.
Public Entities (Schools & Non-Profits): Kim Wilson. Vice President/Account Executive. With more than 37 years in the insurance industry, Kim specializes in risk management for public entities and schools, non-profit organizations, errors and omission exposures, professional liability, contractors, manufacturers, wholesalers, and non-profit organizations.
Financial Institutions: Nat Whitcomb. Vice President/Account Executive. With over 40 years in the insurance industry, Nat specializes in assessing and preventing risk at financial institutions.
Transportation: Andy Shelton. Account Executive. His specialties include: workers’ compensation, construction, transportation, manufacturing, and logistics.
Collector car clubs are a great way to showcase your prized antique vehicle(s). Brown & Brown understands that hobbyists hold their collector cars in the highest esteem, in many cases showering them with care and attention in the form of endless hours of labor, costly enhancements, and comprehensive detailing. Insuring these vehicles is equally as important for collectors, since most insurance policies utilize “Stated Amount” settlements.
Consumers often confuse “Stated Value” with “Agreed Value”, but these are entirely different settlement options when it comes to recouping costs due to a total loss or a theft. At Brown & Brown, we care about your antique vehicle as much as you do, and take careful consideration of contract language before placing you with an insurance carrier. We also partner with Collector Car Clubs to help sponsor events and assist members with their individual insurance needs. We even have the ability to introduce industry experts who can provide educational seminars upon request. If you are looking for a broker to help you insure your collector car collection, or you’re a Club Member who would like help sponsoring events, please contact Natalie Peters.
High net worth customers have special needs, which is why they elect to work with certified wealth mangers who are knowledgeable in managing large portfolios. These same customers may not be aware of the significance of having a private customer insurance advisor who specializes in insuring their high value assets. High net worth insurance caters to an affluent demographic with unique needs surrounding jewelry and fine art collections, high value homes (homes over $500,000 in replacement value), expensive vehicles, sports cars, wine collections, heightened overall liability exposure, coverage for chaired nonprofit positions, cyber fraud and liability issues…etc.
Brown & Brown partners with wealth managers to make sure there are no gaps in a customer’s insurance policy that may cause unnecessary financial strain. Above all, we want to make sure your customer’s portfolio is not compromised due to a catastrophic loss. Please contact Natalie Peters to learn more about how Brown and Brown can offer comprehensive insurance reviews to your customers.
Brown and Brown offers exclusive services to Loan Officers and Mortgage Advisors by consulting with their home buyers and finding the most comprehensive coverage at the lowest cost. We recognize the importance of meeting deadlines in the process of purchasing or refinancing a home, and we are sensitive to the fact that outstanding insurance requirements can cause delays.
We strive to respond immediately to our customers with holistic binder requests, because we believe clear communication is essential. Please contact Natalie Peters to learn more about how Brown & Brown can create a seamless experience for your customers.
Settling on a plan design that fits your budget is a tactical move, but it is not a strategy. Our first step at Brown & Brown is always to work with our customers to help them articulate their immediate AND long-term goals. Once we know and understand a customer’s goals, we work to design a multi-year strategy that meets every one of those goals.
For any strategy to be successful, it must be managed. We work with you and your team to set, collect, and review the metrics needed to identify and make required improvements along the way. These measurements and modifications ensure a dynamic and evolving plan that meets the goals you have set, including budget, employee attraction, satisfaction & retention, as well as ease of implementation and long-term management.
Businesses that value their employees need the power and expertise of stellar Human Resources representatives.
Brown & Brown partners with some of the nation’s leading HR experts who understand the intricacies of strengthening today’s businesses.
Through our select partners, our customers receive unlimited monthly telephone consultations and email correspondence with a dedicated HR team.
Additionally, we offer live consultations with a Workplace Conflict Resolution Specialist to:
At Brown & Brown, we understand that every organization is unique and bears different exposures to loss.
We are here to help you understand the risks facing your organization and the most effective ways to insure against them. We’ve developed a process based in the discovery of the exposures and facing each customer. We also work to help you determine your risk tolerance and goals for eliminating losses. We analyze policy language and bring creative solutions to achieve these goals.
As a national broker we’re able to leverage tremendous buying power on our clients’ behalf, but our localized structure maintains laser focus on each customer’s individualized needs.
As a national brokerage, Brown & Brown can access nearly any insurance carrier and can write coverage globally.
We leverage this access to create an unmatched level of competition among insurance carriers seeking to write our customers’ business. By continually fostering this competitive atmosphere with our carrier partners we’re able to continually deliver superior results for our customers no matter what sort of market cycle is currently playing out.
WE WORK WITH:
While we are insurance brokers, we understand that effectively managing risk means more than just purchasing a policy.
Our clients receive a host of services aimed at developing robust risk management and saving our customers time in doing so.
Some examples include:
No one has to tell an employer in today’s market that the costs associated with their pharmacy program are on the rise with no silver bullet in sight to correct that trajectory. While that is certainly true for the overall market, we have solutions to increase transparency and minimize those costs for our customers.
Pharmacy claims represent one of the largest opportunities for better management of your plan and its financial performance. Let us help you better understand and control this sector of your plan’s costs and develop and execute a strategy for improvement.
Traditionally, the role of an insurance broker has been quite technical, including tasks like: quoting plans, negotiating renewals, comparing plans, and submitting applications.
Over the past few years, however, healthcare reform has shaken the industry. As healthcare costs continue to rise and more regulatory requirements are placed on employers, the role of a broker has proportionally expanded. Today, a broker must be able to engage employees and leverage technology in order to comprehensively serve a company.
At Brown & Brown, we take the scope of our job as your benefits broker seriously. We can and will give you the expert guidance that makes the benefits selection, implementation, and analysis process smooth, straightforward, and strategic.
To properly identify the risks driving your company’s healthcare expenses, it’s important to conduct a holistic review of your company profile. Your Brown & Brown representatives will ensure that this review is carried out with the utmost care and consideration. The data we compile will directly shape your benefits plan, and it can also help us determine targeted strategies to reduce risk for your particular business.
Our employee benefits team has spent decades accruing healthcare experience and medical knowledge. In addition to crafting your benefits package, we’ll also work to help you implement effective risk reduction programs and hold your health partners accountable throughout the process. Lastly, we will strive to engage your employees in the wellness practices that will keep them fighting fit year-round.
Whether you’re dipping your toes into workplace wellness or you’re ready to dive in and create a culture of wellness in your organization, the NWFA Trust is here to help.
We offer the following wellness resources at no additional cost: semi-annual wellness challenges, Wellness Dollars, communication pieces, and strategy development and ideas.
There are several regulations governing employee benefit plans, many of which are extremely complex.
Our resources will help you meet your compliance obligations and keep you up to date on laws and regulations that affect your benefits program.
Informed employees make smart consumers. Smart consumers make smart choices that can save you money when it comes to their medical, dental and vision care.
The NWFA Trust helps by providing: employee education, a dedicated helpline, open enrollment support, and customized Employee Guides.
When considering a specific exposure to loss, there are usually multiple ways to insure for it. These will inherently bear certain advantages and disadvantages as well as varying costs. Looking deeper, insurance contracts bear a myriad of terms and conditions which often vary widely from one edition or insurance company to another.
Your Brown & Brown team understands how these conditions are applied to real situations will engage in ongoing analysis to make certain that your insurance program is structured to cover your needs in the most cost-effective way possible.
Your employees’ ability to perform at their peak depends upon a number of factors. Regardless, the wellbeing of your employees will always directly affect your organization’s bottom line.
To ensure that your employees are at their prime, you need an experienced partner to help you create a custom, holistic, reliable program that addresses every aspect of employee health and wellbeing. You need Brown & Brown.
As your benefits partner, we help you meet the needs of your employees and budget. Our services include: strategic planning, funding alternatives (including HRA/HSA options), and plan design recommendations.
Partnering with Washington’s and Oregon’s top carriers, the NWFA Trust offers over 50 different plans customizable to the needs and goals of your financial institution allowing you to create a benefits package as unique as you are, including:
Premera Blue Cross; Regence BlueCross BlueShield of Oregon; Kaiser Permanente; Delta Dental of Washington; Delta Dental of Oregon; Willamette Dental; Vision Service Plan; First Choice Health EAP; The Standard; and Hyatt Legal.
Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance companies in the world. We are currently ranked as the sixth largest such organization…
Answering employee benefits questions is time-consuming. Researching information, following up on claims issues and helping people understand their benefits can eat up hours of your week. Think of the NWFA Trust as an extension of your HR Department.
We can help you save invaluable time and resources by providing you with: a dedicated helpline, claims support, communication materials, and exclusive membership with HR Workplace Services (our strategic partner).
With the NWFA Trust, we can guarantee:
Consolidated billing: One bill for all lines of coverage within The Trust
Online Enrollment: Simple, user-friendly, online employee enrollment
COBRA Administration: Included with medical, dental and vision coverage
There are many factors to employee success in the workplace. Ambition, tact, and creativity can increase an employee’s value in an organization. But engagement—on the whole—may be the most important factor of all because it is owned and internalized by each individual. This means engaged employees want to succeed, which, in turn, furthers the organization’s success.
Brown & Brown will work to customize a plan that suits you, your employees, and your entire organization.
Client portal. Client Portal enables your organization to do business when and where it is convenient for you. Client portals simplify the process of verifying coverages, printing ID cards, and managing Certificates of Insurance. You can even upload or download documents through a secure portal.
Online risk management portal. Whether your business could use assistance with an operational safety audits, development of a behavior-based safety program, implementation of an injury and illness prevention plan, or creation of a company-wide training program, we offer the professional resources and technical expertise to get the job done.
The landscape of employee benefits is always changing. We help you stay on top of what you need to know by keeping you abreast of new laws that are passed and new items that need to be implemented. We help make it easy for you to meet annual notice distribution requirements and are always a resource for your tricky compliance questions and concerns.
We provide you with annual employee notices in your customized Employee Guides (CHIPRA, WHCRA, Newborns Act, Medicare Part D, Exchange Notices, COBRA, etc.).
For all lines of coverage inside the NWFA Trust, your 5500 Filing/Summary Annual Report requirements are met for you. We can also complete all 5500 filings for any lines of coverage we broker even if they are outside of The Trust.
For most employees, the more choice the better! A customized voluntary benefits program designed to augment the more traditional employer’s selected offerings gives your employees the ability to design an overall benefit program that more specifically addresses their needs and budget.
As the trend continues toward workers paying for more of their own benefits, voluntary benefits can have a large impact on employee satisfaction and retention. Brown & Brown will help you customize a voluntary program that includes options such as: supplementary life and disability insurance, employee assistance programs, identity theft protection, pre-tax commuter benefits, and even discount and special service programs. Let us help you turn a good plan into a great one!
Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service. The Company is ranked as the sixth largest such organization in the United States and seventh in the World by Business Insurance magazine.
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