Financial Benefits Consultant
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown has an exciting opportunity available for a Financial Benefits Consultant supporting our employee benefits team in Plano, TX! The Financial Consultant will assist the Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.
This includes evaluating financial and utilization metrics for clients, including but not limited to cost projections, plan design modeling and monthly financial reports, as well as assisting with other ad-hoc reports and analysis.
This is a client-facing role that will include some involvement in presentations at client functions and meetings.
WHAT YOU'LL DO:
Utilizes technical knowledge to retain clients by providing financial expertise.
Proficient level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
Work with team to develop and present financial deliverables that address current and future client needs and requests.
Assist in development, review, and presentation of data analytics.
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy and role expectation as part of the team.
This may include performing demographic analysis, claims reviews, and other projects on prospective clients to assist Sales team in pursuit of prospect.
Oversight of Financial Analysts monthly financial reports/client exhibits and large claim detail as needed.
Maintains proficient/expert knowledge of compliance and regulations in the benefits arena.
Performs miscellaneous duties and projects.
WHAT YOU'LL NEED:
Bachelor's Degree in Accounting/Finance/Business/Economics 5
years employee benefits financial experience; ASA or FSA a plus Active Life/Accident and Health Insurance Agent License - or must obtain within a year of employment This is a client-facing role that will include some involvement in presentations at client functions and meetings.
Comfortability with presentations is a must.
Proficient with MS Office Suite Microsoft Excel - Strong to expert level skills Strong analytical and critical thinking ability Ability to maintain a high level of confidentiality Excellent verbal and written communication skills Ability to work independently and exercise judgement Detail oriented with excellent organizational skills Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements WHAT WE OFFER:
Competitive pay based on experience Excellent growth and advancement opportunities Discretionary Time Off (DTO) Generous benefits package:
health, dental, vision, 401(k), mental health resources, pet insurance, continuous education opportunities, etc.
Employee Stock Purchase Plan We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
Recommended Skills Accounting Analytical Attention To Detail Claim Processing Communication Confidentiality Estimated Salary: $20 to $28 per hour based on qualifications.
Brown & Brown has an exciting opportunity available for a Financial Benefits Consultant supporting our employee benefits team in Plano, TX! The Financial Consultant will assist the Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.
This includes evaluating financial and utilization metrics for clients, including but not limited to cost projections, plan design modeling and monthly financial reports, as well as assisting with other ad-hoc reports and analysis.
This is a client-facing role that will include some involvement in presentations at client functions and meetings.
WHAT YOU'LL DO:
Utilizes technical knowledge to retain clients by providing financial expertise.
Proficient level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
Work with team to develop and present financial deliverables that address current and future client needs and requests.
Assist in development, review, and presentation of data analytics.
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy and role expectation as part of the team.
This may include performing demographic analysis, claims reviews, and other projects on prospective clients to assist Sales team in pursuit of prospect.
Oversight of Financial Analysts monthly financial reports/client exhibits and large claim detail as needed.
Maintains proficient/expert knowledge of compliance and regulations in the benefits arena.
Performs miscellaneous duties and projects.
WHAT YOU'LL NEED:
Bachelor's Degree in Accounting/Finance/Business/Economics 5
years employee benefits financial experience; ASA or FSA a plus Active Life/Accident and Health Insurance Agent License - or must obtain within a year of employment This is a client-facing role that will include some involvement in presentations at client functions and meetings.
Comfortability with presentations is a must.
Proficient with MS Office Suite Microsoft Excel - Strong to expert level skills Strong analytical and critical thinking ability Ability to maintain a high level of confidentiality Excellent verbal and written communication skills Ability to work independently and exercise judgement Detail oriented with excellent organizational skills Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements WHAT WE OFFER:
Competitive pay based on experience Excellent growth and advancement opportunities Discretionary Time Off (DTO) Generous benefits package:
health, dental, vision, 401(k), mental health resources, pet insurance, continuous education opportunities, etc.
Employee Stock Purchase Plan We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
Recommended Skills Accounting Analytical Attention To Detail Claim Processing Communication Confidentiality Estimated Salary: $20 to $28 per hour based on qualifications.
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