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    Financial Benefits Consultant - Plano, United States - Brown & Brown Insurance

    Brown & Brown Insurance
    Brown & Brown Insurance Plano, United States

    2 weeks ago

    Default job background
    Description
    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 exhibits
    Prepare 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 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

    WHAT YOU'LL NEED:
    Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experience
    Active TX Life/Accident and Health Insurance Agent License, or must obtain within one year of employment
    5+ years 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.


    WHAT WE OFFER:
    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

    #J-18808-Ljbffr
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