Employee Benefits Financial Consultant Job at Brown & Brown, Plano, TX

Qy9ySVhVN2ZZeS9DRDdKd3V4cU1lTkk4QVE9PQ==
  • Brown & Brown
  • Plano, TX

Job Description

Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX!

The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes industry knowledge and expertise to retain clients by providing financial, industry trend, and strategic insights guiding clients through impactful benefit changes. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.

How You Will Contribute:

  • Oversight of monthly financial reports
  • Develop reporting requirements and any customizations in those reports.
  • Support Benefit Consultants in preparing requests for meetings including coverages & contracts.
  • Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy
  • Performing demographic analysis, claims reviews, and other projects on prospective clients
  • Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.

License and Certifications:

  • Texas Life & Health (or willing to obtain in the first 3 months from start date)

Skills & Experience to Be Successful:

  • Strong analytical and critical thinking ability from industry experience
  • Ability to work independently and exercise judgment
  • Strong knowledge of and relationships with vendors
  • Ability to maintain a high level of confidentiality
  • Microsoft Excel – Strong to Expert level skills
  • Detail oriented with excellent organizational skills
  • 3-5 years of employee benefits experience.
  • Employee benefits in either stop loss, broker, or carrier industries
  • Proficient with Microsoft Office Suite
  • Excellent verbal & written communication skills

Job Tags

Work at office,

Similar Jobs

Powerful Legacy

Receptionist Job at Powerful Legacy

 ...outstanding teammates, and plan to get to know you first, then slot you into the one that fits you best after getting to know you: Receptionist: Own first impressionswelcome every guest, master the phones, keep calendars humming, and guard a five-star client experience.... 

Chairmans Foods

Cheese Formulation Specialist/Consultant Job at Chairmans Foods

 ...retail stores. Chairmans has succeeded over the years with open communication, integrity, and with a deep commitment to southern hospitality. Driven by our mission, vision and values, employee and food safety are always our top priority. Job Summary: The Cheese... 

Optomi

Junior Product Owner Job at Optomi

 ...telecommunications industry, is seeking an experienced Junior Product Owner for their Long Island City, NY; Plano, TX; Bethpage, NY locations...  ...of experience in a product role ~ Familiarity with Agile/Scrum methodologies and tools (e.g., Jira, Confluence). ~... 

Hasbro

Economic Analyst Job at Hasbro

 ...Insights - Explain findings to partners using clear visuals and concise communication. What You'll Bring: Bachelors degree in finance, economics, computer science, mathematics, or another quantitative discipline. 1-3 years of relevant work experience Self-directed, ability... 

Ultimate Staffing

Office Clerk with MS Excel skills Job at Ultimate Staffing

 ...spreadsheets and company databases Use Excel to compile reports, analyze data, and perform lookups and cross-referencing tasks Assist with inventory tracking, order processing, and invoice reconciliation Maintain organized records and assist with document...