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Brown & Brown · 1 day ago

Sr. Financial Consultant-Underwriter

Florida, United States

Full-time

Onsite

Senior Level

7+ years exp

Brown & Brown is a company built on meritocracy that rewards self-starters focused on customer satisfaction. The Sr. Financial Consultant plays a crucial role in underwriting Group Life & Disability national accounts by providing financial analysis and recommendations to maximize product offerings and ensure competitive pricing for clients.

Insurance

Responsibilities

Analyzing SNS’ clients’ experience, and presenting findings to management, the Account teams, and clients

Determining pricing based on this evidence analysis, and negotiating with carriers to ensure fair and competitive pricing for our clients

Making complex and accurate claim picks, developing reserves, and calculating expense factors and components

Pricing self-insured products using complex data extracts

Supporting the Account teams with ad hoc financial analysis

Providing ROI analysis and exhibits

Creating client-ready reports and presentations

Developing new reports and tools

Attending client meetings and conference calls as needed to provide underwriting and financial expertise

Monitoring the SNS book of business, identifying trends by product, industry, account team, and carrier

Analyzing various insurance products, including but not limited to, Voluntary Benefits, Dental, Vision, and Critical Illness

Qualification

UnderwritingGroup Life & DisabilityFinancial AnalysisMicrosoft ExcelAnalytical SkillsMicrosoft OfficeData AnalysisClient PresentationsReport DevelopmentNegotiation