Financial Benefits Consultant
📋 Role Overview & Responsibilities
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 Consultant supporting our Plano, TX team!
The Financial Consultant assists in servicing the financial consulting needs of the employee benefit clients. Position includes utilizing technical expertise to retain clients by providing financial expertise, evaluating financial metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist 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
Monitor monthly financials for client including entry of data into client exhibitsPrepare and send monthly financial reports to clients with analysis of activity and large claim detail.Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.Coordinates and executes the implementation of new client custom reporting packagesAssists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coveragesBasic knowledge of compliance and regulations in the benefits arena.Participate in market meetings, seminars and training programs as directed.Performs miscellaneous duties and projects. This may include involvement in presentations, client functions and meetings.Other duties may be assigned
What You’ll Need
Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experienceActive TX Life/Accident and Health Insurance Agent License, or must obtain within one year of employment5+ years financial experience with a thorough understanding and knowledge of employee benefitsProficient with MS Office Suite - Microsoft Excel – Strong to expert level skillsStrong analytical and critical thinking abilityAbility to maintain a high level of confidentialityExcellent verbal and written communication skillsAbility to work independently and exercise judgementDetail oriented with excellent organizational skillsDemonstrates a sense of urgency and a proactive approach to meeting client financial requirements.This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
What We Offer
Excellent growth and advancement opportunitiesCompetitive pay based on experienceDiscretionary Time Off (DTO)Generous benefits package: health, dental, vision, 401(k), mental health resources, pet insurance, 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.
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This position is located in Plano, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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