Senior Financial Consultant

Role Overview

• Leads and oversees the servicing of financial consulting needs for employee benefit clients
• Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes
• Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks
• Assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations
• Develop reporting requirements and 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
• Involvement in presentations at client functions and meetings.

Requirements

• 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
• Strong knowledge of and relationships with vendors

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.