Senior Benefits Analyst providing financial analysis and consulting support for employee benefits at Brown & Brown. Developing optimized benefits solutions and maintaining client relationships with strong technical expertise.
Responsibilities
Oversee Analysts’ monthly financial reports, client exhibits, and large-claim detail.
Maintain proficient-to-expert financial/underwriting, renewal, marketing, and reporting skills, including financial projections, large-claim analysis, specific stop-loss analysis, demographic analysis, IBNR, and related exhibits.
Develop reporting requirements and identify any needed deviations or customizations.
Assist Account Executives/Benefits Consultants in preparing requests for proposals, benefit renewals, contracts, summary plan descriptions, agreements, and related materials.
Participate in prospective client finalist presentations to represent financial strategy and role expectations, including demographic analysis, claims reviews, and other projects supporting the Sales team.
Maintain proficient/expert knowledge of benefits compliance and regulations.
Prepare and send monthly financial reports to clients with analysis and large-claim detail.
Prepare intermediate-level financial/underwriting exhibits as requested, including financial projections, large-claim analysis, specific stop-loss analysis, demographic analysis, and IBNR.
Develop intermediate-level reporting requirements and identify any deviations or customizations.
Maintain intermediate knowledge of compliance and regulations in the benefits arena.
Provide guidance and training to Benefits Analysts.
Perform miscellaneous duties and projects, including participation in client presentations and meetings.
Requirements
Strong technical knowledge of the industry of expertise currently being targeted. (preferred)
Bachelor’s Degree
Proficient with MS Office Suite.
Microsoft Excel – Strong to expert level skills
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
2+ years’ experience in a similar position and knowledge of employee benefits
Detail oriented with excellent organizational skills
Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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