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Brown & Brown · 1 day ago

VP, Senior Benefits Consultant

Plano, TX

Full-time

Hybrid

Senior Level, Lead/Staff

9+ years exp

Brown & Brown is a company built on meritocracy that rewards self-starters committed to customer satisfaction. The role involves managing employee benefits accounts, providing strategic guidance, and evaluating financial metrics for clients while ensuring compliance and retention of business.

Insurance

Responsibilities

All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks

Fully manage book of business, retention and growth

Development and execution of client benefit strategy

Independently advises clients on all areas of compliance

Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance

Strategic resource, financial strategy lead and client escalations

Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail

Prepare proficient 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 proficient level reporting requirements and any deviations or customizations in those reports

Leads client meetings, presentations and onboarding new clients

Participate in market meetings, seminars and training programs

Provide guidance/training to Consultants/Account Managers and Analysts

May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc

Qualification

Employee benefits experienceFinancial analysisCompliance knowledgeMS Office SuiteMicrosoft ExcelAnalytical thinkingVerbal communicationWritten communicationOrganizational skillsConfidentialityIndependent work

Required

Minimum of 4 year degree or equivalent work experience required

9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits

4+ years financial experience

Proficient with MS Office Suite

Microsoft Excel – Strong to expert level skills required

Ability to maintain a high level of confidentiality

Excellent verbal and written communication skills

Strong analytical and critical thinking ability

Ability to work independently

Detail oriented with excellent organizational skills

Must obtain and maintain active Life/Accident and Health Insurance Agent License

This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position