About the role

  • 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
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Job title

Senior Benefits Consultant

Job type

Experience level

Senior

Salary

$150,000 - $200,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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