Client Solutions Analyst

Brown & Brown, Inc.; Manasquan (NJ); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Student loan assistance

Tuition reimbursement

Paid time off

Job summary

Winston Benefits, a Brown & Brown company, seeks a Client Solutions Analyst to join the team in New Jersey. You will document requirements, design and configure the benefits system to meet client enrollment and administration needs, and implement client business rules.

In this role you will identify client needs, configure plans and portals, troubleshoot inquiries, and coordinate with product development on new functionality. A Bachelor's degree and 3–5 years of technical experience are required.

Qualifications

• Bachelor’s degree required.
• 3-5 years of technical experience.
• Advanced knowledge of Microsoft Office Suite.
• Experience interpreting business requirements.
• Experience working with configurations.
• Basic/Beginner SQL knowledge.
• Benefits experience preferred.

Responsibilities

• Identify client’s needs to determine impact on the system and to find solutions around system limitations.
• Recommend system solutions to clients during the Open Enrollment process.
• Implement/Maintain Client Business Rules Requirements.
• Implement/Maintain Client setup and Portals via Configuration.
• Configure the system based on business requirements including: Benefit Plans, Coverage Tiers, Premium Factors, Rates Employee Classes, Departments, Worksites, Eligibility, Waiting Periods, Billing Groups, Payroll Calendars.
• Design and create portal enrollment transactions based on business requirements including: Transaction groups, steps, and plans, Confirmation Statement configuration, Step Header/Footer text, Eligibility, effective dates, and enrollment dates.
• Verify client(s) benefit configuration setup information for accuracy.
• Implement inbound/outbound vendor files: demographic and deduction.
• Coordinate new functionality in the benefits system with product development and developers.
• Research/Troubleshoot client inquiries regarding system and process issues.

Skills

3-5 years technical experience

Advanced MS Office

Interpreting business requirements

Configuring systems

Basic SQL

Benefits experience

Education

Bachelor’s degree

Tools

SQL

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is in search of a Client Solutions Analyst to join their team.

The Client Solutions Analyst supports clients by documenting requirements, designing, and configuring the benefits system to meet client enrollment and administration needs. The CSA will implement and maintain client business rule requirements and setup of portals via configuration on some of the more complicated and high-profile cases.

WHAT YOU’LL DO:

• Identify client’s needs to determine impact on the system and to find solutions around system limitations.
• Recommend system solutions to clients during the Open Enrollment process.
• Implement/Maintain Client Business Rules Requirements.
• Implement/Maintain Client setup and Portals via Configuration.
• Configure the system based on business requirements including: Benefit Plans, Coverage Tiers, Premium Factors, Rates Employee Classes, Departments, Worksites Eligibility, Waiting Periods Billing Groups, Payroll Calendars, Payroll buckets.
• Design and create portal enrollment transactions based on business requirements including: Transaction groups, steps, and plans Confirmation Statement configuration Step Header/Footer text Eligibility, effective dates, and enrollment dates.
• Verify client(s) benefit configuration setup information for accuracy.
• Implement inbound/outbound vendor files: demographic and deduction.
• Actively participate in internal testing for new enhancements and releases for HRally.
• Coordinate new functionality in the benefits system with product development and developers.
• Research/Troubleshoot client inquiries regarding system and process issues.
• Perform other duties as assigned.

WHAT YOU’LL NEED:

• Bachelor’s degree.
• 3-5 years of technical experience.
• Advance knowledge of Microsoft Office Suite.
• Experience interpreting business requirements.
• Knowledge or experience working with configurations.
• Basic/Beginner SQL knowledge.
• Benefits experience (preferred).

Pay Range 65000 - 70000 Annual

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown.

The Power To Be Yourself As an Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater “WE” - never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.