Brown & Brown · 1 day ago
Financial Consultant
Plano, TX
Full-time
Onsite
Mid, Senior Level
$90K/yr - $120K/yr
3+ years expBrown & Brown is seeking a Financial Consultant to join our growing team in Plano, Texas. The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients, utilizing industry knowledge to provide strategic insights and guide clients through impactful benefit changes.
Insurance
Responsibilities
Oversight of monthly financial reports
Develop reporting requirements and any customizations in those reports
Support Benefit Consultants in preparing requests for meetings including coverages & contracts
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy
Performing demographic analysis, claims reviews, and other projects on prospective clients
Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings
Able to perform all Senior Analyst Tasks
Qualification
Required
Strong analytical and critical thinking ability from industry experience
Ability to work independently and exercise judgment
Strong knowledge of and relationship with vendors
Microsoft Excel – Strong to expert level skills
Detail oriented with excellent organizational skills
Ability to maintain a high level of confidentiality
3 to 5 years of related experience
Proficient with Microsoft Office Suite
Life & Health license (if not already held, obtain within 30 days of hire)
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joel Eubank
COO/CFO Dealer Services
Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
Recent News
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