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
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