Benefits Strategy Consultant | Client & Project Lead

Brown & Brown Insurance; Florida; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Paid time off

Job summary

Brown & Brown in Maitland, FL invites a Benefits Consultant to join our growing team. The role focuses on project managing an assigned book of business, coordinating with internal support, and ensuring smooth service delivery to clients.

You will lead timelines, collaborate with marketing, finance, and compliance, and prepare client deliverables such as reports, renewals, and OE materials. Travel up to 30% is required.

Qualifications

• Bachelor’s Degree or 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 teammates to drive their own vehicle or a rental vehicle. Acceptable results of an MVR report at the time of hiring and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position.
• Working knowledge of AMS360 and ImageRight (preferred)

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 the onboarding team for 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 the 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 the Communications team to establish open enrollment timelines.

Skills

Project management

Communication

Multi-tasking

Presentation skills

MS Office

Education

Bachelor’s Degree (BA) or HS diploma with 5-7+ years benefits experience

Tools

AMS360

ImageRight

Job description

Brown & Brown in Maitland, FL invites a Benefits Consultant to join our growing team. The role focuses on project managing an assigned book of business, coordinating with internal support, and ensuring smooth service delivery to clients.

You will lead timelines, collaborate with marketing, finance, and compliance, and prepare client deliverables such as reports, renewals, and OE materials. Travel up to 30% is required.