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 is seeking a VP, SR Benefits Consultantto join our growing team in Plano, TX!
The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization 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.
How You Will Contribute:
All responsibilities that fall within the Account Manager & Financial Analyst career tracks.
Development and execution of client benefit strategy.
Independently advise clients on all areas of compliance.
Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.
Provide client utilization and financial reporting to Team Lead and to clients.
Partners with Team Lead to lead client meetings and presentations.
Partners with Team Lead to onboard new clients
Strong knowledge of and relationships with vendors.
Delegates tasks, training and onboarding to Specialists as appropriate.
Participates in market meetings, seminars and training programs as directed.
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.
Assists Team Lead in preparing requests for proposals and renewals of benefit coverages
Other duties may be assigned.
Licenses and Certifications:
Must obtain and maintain active Life/Accident and Health Insurance Agent License
Skills & Experience to Be Successful:
Minimum 4-year degree or equivalent work experience required.
5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
1+ years financial experience
Proficient with MS Office Suite
Microsoft Excel â Strong to expert level skills required
Strong analytical and critical thinking ability
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
This position may require routine or periodic travel, which may require the team members 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.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be YourselfÂ
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, âThe Power to Be Yourselfâ.Â
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