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Brown & Brown · 1 day ago

Senior Benefits Consultant

Maitland, FL

Full-time

Hybrid

Senior Level

5+ years exp

Brown & Brown is seeking a Senior Benefits Consultant to join their growing team. The role is primarily responsible for project management of an assigned book of business, overseeing day-to-day operations and ensuring effective communication with internal departments while coordinating client service processes.

Insurance

Responsibilities

Overall responsibility for the project management for all assigned groups

Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship

Communicate to onboarding team the new client details and provide the AOR letters

Coordinate with department heads to assign a dedicated team to the account, once a group has been sold

Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.)

Formulate go to market strategy with client and communicate details to marketing team

Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc

Review all existing plans and COC’s. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc

Communicate to compliance on items that need to be implemented or reviewed for client

Communicate with Communications team to establish open enrollment timelines

Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements

Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client

Meet with all department heads to regularly communicate progress and timelines for each client

Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc

Assist with RFP responses

Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary

Advise clients on all matters related to their benefits and resolve escalated issues from internal team

Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings

Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established

Travel to client sites as required

Perform other duties as assigned

Qualification

Employee Benefits KnowledgeProject ManagementCommunication SkillsMicrosoft OfficeAMS360 KnowledgeMulti-taskingOrganizational SkillsPresentation SkillsMotivational SkillsVerbal CommunicationWritten Communication

Required

Florida License 2-15 or obtain within first 90 days

Bachelor's Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience

Travel – 30% minimum

Strong knowledge of employee benefit concepts and practices including but not limited to; Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA

Exceptional organizational and presentation skills

Ability to act and motivate others to follow and achieve desired results

Excellent verbal and written communication

Strong ability to multi-task and handle multiple projects in fast paced environment

Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word

Routine travel which may require teammate to drive their own vehicle or a rental vehicle. Acceptable results of an MVR report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position