Benefits Data & Analytics Analyst

Brown & Brown, Inc.; Saint Petersburg (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

ESPP

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown, Inc. is seeking a Data & Systems Analyst to support client benefit administration, data processes, and system integrity. You will manage data workflows, eligibility reporting, and policy validation while coordinating across teams to ensure accurate client support.

The role emphasizes meticulous data management, cross-functional collaboration, and timely delivery of analytics and payroll-related reports. Travel may be required for client engagements and onboarding activities.

Qualifications

• Florida Life & Health Insurance license (2-15) required.
• Proficient with MS Office Suite and Excel.
• Organizational, verbal, and written communication skills.
• Ability to maintain a high level of confidentiality.
• Willing to travel.
• Associate or Bachelor’s in business or finance preferred.
• Agency Management System knowledge.

Responsibilities

• Update and renew plans in BAM based on Renewal Plan Decision communications.
• Maintain and manage individual policy details within BAM, including personal lines of coverage.
• Update AMS with fee agreements and coordinate client invoicing where applicable.
• Generate and distribute monthly analytics reports to clients, ensuring accuracy and clarity of the data.
• Conduct benchmarking analysis via mPloyer to support client strategy and renewal discussions.
• Administer client surveys as part of ongoing service evaluation and performance tracking.
• Maintain accurate Zywave portal access and contact information for each client.
• Ensure clients have up-to-date access to relevant tools, resources, and documentation.
• Maintain the Eligibility Master Sheet in Microsoft Teams to reflect accurate and timely enrollment data.
• Process manual lines of coverage and respond to eligibility or data discrepancies.
• Conduct post–open enrollment audits across carrier, payroll, and BenAdmin systems.
• Submit updates and corrections as needed to maintain system integrity.
• Prepare and confirm the accuracy of payroll deduction reports.
• Deliver reports in coordination with client payroll schedules to ensure proper deductions.
• Coordinate with EBTech to gather build materials and support system renewals or new implementations.
• Participate in peer reviews and demos to ensure functionality, accuracy, and alignment with client expectations.
• Provide technical support during onboarding or renewal.
• Review and verify final policy documents for alignment with sold plans.
• Address and resolve inconsistencies between sold coverage and policy issuance.

Skills

Insurance license

MS Excel

Diploma or GED

Communication skills

Confidentiality

Education in business/finance

Typing speed

Education: associate/bachelor

Agency Management System

Driver's license

Travel

Education

Associate/Bachelor in business/finance

Professional designation

Job description

Brown & Brown, Inc. is seeking a Data & Systems Analyst to support client benefit administration, data processes, and system integrity. You will manage data workflows, eligibility reporting, and policy validation while coordinating across teams to ensure accurate client support.

The role emphasizes meticulous data management, cross-functional collaboration, and timely delivery of analytics and payroll-related reports. Travel may be required for client engagements and onboarding activities.