- Monitor monthly financials for client including entry of data into client exhibits
- Prepare and send monthly financial reports to clients with analysis of activity and large claim details.
- 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 packages
- Assists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages
- Basic 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
- Bachelor's Degree in Accounting/Finance/Business/Economics Preferred
- Active TX Life/Accident and Health Insurance Agent License, or must obtain within90 days of employment
- 5+ years of financial experience with a thorough understanding and knowledge of employee benefits
- 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.
- 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.
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Discretionary Time Off (DTO)
- Generous benefits package: health, dental, vision, 401(k), mental health resources, pet insurance, etc.
- Employee Stock Purchase Plan
-
Financial Planning Consultant
3 weeks ago
Equitable Advisors LLC San Antonio, United StatesFinancial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) · Avantax Planning Partners · posted 05/11/2024 · More... · front runner · Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacifi ...
-
Employee Benefits Financial Consultant
4 weeks ago
Brown & Brown Insurance San Antonio, United StatesBuilt 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 · San Antonio, TX · team · The Fi ...
-
Employee Benefits Financial Consultant
3 weeks ago
Brown & Brown Insurance San Antonio, United StatesBuilt 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 San Antonio, TX team · The Financial Consu ...
-
VIP Staffing San Antonio, United StatesInfor Lawson Financial Consultant Opening, San Antonio, TX · Location: · San Antonio , TX · Post Date: 01/10/2023 · Infor Lawson Financial Consultant · We are currently seeking a strong Infor cloud suite Lawson financial functional consultant with V11 and V10 S3 experience incl ...
-
Tax clerk
1 week ago
Velocity Solutions La Villita, United StatesTax clerk (m/f/d) in Aschersleben at La Villita To independently manage a consulting office as a main or side job Your path to your own consulting office Become self-employed as a tax advisor in the field of income tax, either as your main or side job. You can build or expand you ...
-
Part-time HR Student Employee
1 week ago
Horizon Dynamics Bear, United States Part timeStudent Employee HR – Recruiting & Active Sourcing (w/m/d) · Cologne / Remote · As one of the leading consulting firms for compliance, financial and risk management, EY ifb provides innovative services and the latest IT support for banks and insurance companies worldwide. With ...
-
Financial Consultant Partner- San Antonio, TX
23 hours ago
Charles Schwab Riomedina, United StatesA valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) · A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) · Results driven ...
-
Outside Sales Consultant
6 days ago
System Pavers San Antonio, TX, United StatesBUILD AN AMAZING CAREER WITH SYSTEM PAVERS Job Description System Pavers is growing at a tremendous rate, and we're looking to expand our sales team with a motivated, outgoing Outside Sales Consultant. In this position, you'll meet with homeowners to discuss their outdoor living ...
-
Financial Analyst III
2 weeks ago
Texas A&M University-San Antonio San Antonio, United States Full timeJob Description · The Financial Analyst III, under direction, assists in the management and deployment of the university budget. Coordinates legislative analysis, budget preparation, and the forecast of capital assets and operating costs. Develops financial and statistical models ...
-
Senior Wealth Advisor
3 weeks ago
Judson Group San Antonio, United StatesJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. Th ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Gastroenterology MD in Woodlands, Texas, 77384 · About The Position · The assignment is to work 5 days per week and every other weekend hospital rounding in general gastroenterology inpatient and outpatient services performing ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Psychiatry MD in Kerrville, Texas, 78028 · About The Position · A state hospital is seeking a psychiatrist for locum tenens coverage. · In Kerrville, Texas, enjoy outdoor activities such as picnicking, walking trails, fishing, ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Family Practice MD in Randolph, Texas, 75475 · About The Position · An air force base is seeking a family physician for locum tenens coverage. · The facility is located in Randolph, TX. · This is a full-time position requiring ...
-
Senior Investment Consultant
3 weeks ago
Cetera Investment Services LLC San Antonio, United StatesWe are looking for a motivated individual to fill the role of a Senior Investment Consultant for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in San Antonio, TX · JOB FUNCTION / SUMMARY: · Senior Investment Consultants are primarily responsible for consul ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Emergency Medicine MD in Killeen, Texas, 76544 · About The Position · An ED is seeking an Emergency Medicine Physician for locum tenens coverage. · In Killeen, Texas, explore the vibrant Vive Les Arts Theatre for live performan ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Emergency Medicine MD in San Antonio, Texas, 78236 · About The Position · A hospital is seeking an emergency medicine physician for locum tenens coverage. · San Antonio, Texas is a rich city with lots to offer Visit the San Ant ...
-
Senior Engineering Consultant
1 week ago
Raba Kistner San Antonio, United States Full timeRaba Kistner, Inc. is a premier Engineering Consulting and Program Management firm. Our purpose is to build a better and more sustainable world for our employees, their families, our clients, and the communities we serve. Our Core Values are: · Community "We care for our communit ...
-
Senior Investment Consultant
2 weeks ago
Cetera Investment Services LLC San Antonio, United StatesWe are looking for a motivated individual to fill the role of a Senior Investment Consultant for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in San Antonio, TXJOB FUNCTION / SUMMARY:Senior Investment Consultants are primarily responsible for consulting w ...
-
Locum Physician
3 days ago
LocumJobsOnline San Antonio, United States Full timeLocumJobsOnline is working with to find a qualified Emergency Medicine MD in Texarkana, Texas, 75501 · About The Position · A new FSED facility with 12 ED beds is seeking en emergency medicine physician for locum tenens coverage. · Visit the Ace of Clubs House, a unique octagona ...
-
Anti-Money Laundering
3 weeks ago
Forrest Solutions San Antonio, United StatesCompany: · A leading global management consulting firm is seeking motivated individuals to join their team as Anti-Money Laundering (AML) Analysts in San Antonio, TX. This opportunity is within the cryptocurrency and fintech sector, focusing on compliance and security within dyn ...
Employee Benefits Financial Consultant - San Antonio, United States - Brown & Brown
Description
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 San Antonio, TX team
The Financial Consultant assists in servicing the financial consulting needs of the employee benefit clients. The 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 assisting with other ad hoc reports and analyses. This is a client-facing role that will include some involvement in presentations at client functions and meetings.
WHAT YOU'LL DO: