Senior Financial Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Brown & Brown ยท 12 hours ago

Senior Financial Consultant

Brown & Brown is seeking a Senior Financial Consultant to join their Employee Benefits team. This role involves providing strategic financial guidance and support to clients, focusing on plan design, funding strategies, and vendor negotiations to ensure effective benefit programs.

Insurance

Responsibilities

Build and maintain strong relationships with clients, including executive-level contacts
Lead strategic planning discussions to align benefit programs with organizational goals
Provide financial and analytical support to producers and attend prospect meetings
Conduct detailed financial analysis, budgeting, and benefit modeling
Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
Analyze carrier underwriting guidelines and claims data to inform renewal strategy
Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
Manage renewals and vendor marketing, including stop loss and PBM negotiations
Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
Support internal teams with cross-coverage and contribute to a collaborative service model
Resolve day-to-day service issues and ensure smooth client operations

Qualification

Financial analysisRisk managementUnderwritingSelf-funded funding modelsClient relationship managementAnalytical skillsCommunication skillsNegotiation skillsStrategic thinkingTeam collaboration

Required

Experience in Financial employee benefits consulting or financial analysis
Strong understanding of self-funded and fully insured funding models within a insurance brokerage
Proven ability to manage complex, multi-site clients with diverse benefit needs
Excellent analytical, communication, and negotiation skills
Bachelor's degree in Business, Finance, or related field (or equivalent experience)

Preferred

Experience with collective bargaining units and multi-plan environments preferred
Strategic thinker with a client-first mindset
Comfortable navigating complex financial data and translating it into actionable insights
Collaborative team player who thrives in a fast-paced, service-oriented environment
Integrity-driven approach to vendor and client relationships

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.

Company

Brown & Brown

company-logo
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Joel Eubank
COO/CFO Dealer Services
linkedin
leader-logo
Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
linkedin
Company data provided by crunchbase