Senior Benefits Analyst supporting financial consulting needs for employee benefit clients at Brown & Brown. Responsible for financial reporting, analysis, and client relationship management.
Responsibilities
Monitor monthly financials for clients 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.
Intermediate to proficient level of renewals, underwriting and reporting.
Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
Prepare intermediate level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
Develop intermediate level reporting requirements and any deviations or customizations in those reports.
Maintains intermediate knowledge of compliance and regulations in the benefits arena
Provide guidance/training to Analysts.
Requirements
Bachelor’s degree in accounting/finance/business/economics or equivalent work experience
3+ 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
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Consultant for Business Continuity Management developing individual strategies and solutions for clients. Supporting with comprehensive Business Continuity Management systems in various industries.
Consultant for Business Continuity Management developing individual strategies and solutions for clients. Collaborating in building comprehensive Business Continuity Management systems in various industries.
Senior Consultant in IT Forensics supporting clients during cyber incidents and conducting forensic investigations. Collaborating on systems analysis and recovery efforts in a hybrid work environment.
Consultant in Energy and Smart Grid transformation projects at Wavestone. Focused on digital transformation, systems optimization, and client consulting in the energy sector.
(Senior) Consultant Azure Data Intelligence at Wavestone providing expertise on Microsoft Azure solutions. Responsible for client consulting, coaching new colleagues, and supporting a data driven community.
Consultant facilitating operational excellence and execution management for various client contexts. Engaging in projects to enhance operational performance and deliver value reliably.
ERP Consultant at Inway Systems implementing Dynamics 365 solutions for clients. Leading project teams, conducting workshops, and providing customer support post - implementation.
Entry Level Consultant at Oliver Wyman solving complex problems and driving meaningful change. Collaborating with colleagues globally in a diverse and inclusive environment.
Oracle Fusion SCM Sr Consultant providing functional support for Oracle Fusion Applications - SCM modules. Resolving incidents and coordinating with technical teams.
Senior Consultant managing ITGCs for SOX and Internal Audit at Armanino. Leading client engagements and mentoring junior staff while ensuring compliance and quality audit processes.