Employee Benefits Data & Analytics Team Lead

Brown & Brown; Portland (OR); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health benefits

401k

Employee ESPP

Tuition reimbursement

Mental health & wellness programs

Paid time off

Job summary

Brown & Brown's Portland Employee Benefits practice is hiring a Data & Analytics Team Lead. You'll run the D&A function for the department: setting direction alongside the Employee Benefits Leader, managing and developing the analysts on your team, and personally leading financial consulting for an assigned book of business.

It's a role for someone who can move between a claims utilization model and a client conversation about why the renewal should look different than the carrier says it

Qualifications

• Bachelor’s degree plus three years in employee benefits administration.
• Experience in group health and welfare plan design, current legislation and underwriting principles.
• License in Life & Health insurance or ability to obtain one.

Responsibilities

• Set annual goals and direction for the D&A function in partnership with the Employee Benefits Leader.
• Supervise day-to-day workload, performance, and client assignments across the D&A team.
• Coach, train, and develop analysts with measurable goals.
• Oversee financial reports and client deliverables produced by the team; lead training on those deliverables.
• Serve as escalation point for complex marketing and renewal questions.

Skills

Excel modeling

Leadership

Client presentation

Financial consulting

Renewal negotiations

Team coaching

Financial reporting

Stakeholder management

Education

Bachelor’s degree in a related field

Tools

BenefitPoint

Job description

Plenty of benefits analytics roles end at producing the report. This one starts there and keeps going — into the renewal negotiation, into the client meeting, and into building the team that does the work.

Brown & Brown's Portland Employee Benefits practice is hiring a Data & Analytics Team Lead. You'll run the D&A function for the department: setting direction alongside the Employee Benefits Leader, managing and developing the analysts on your team, and personally leading financial consulting for an assigned book of business. It's a role for someone who can move between a claims utilization model and a client conversation about why the renewal should look different than the carrier says it should.

Leading the team

• Set annual goals and direction for the D&A function in partnership with the Employee Benefits Leader
• Supervise day-to-day workload, performance, and customer assignments across the D&A team
• Coach, train, and develop analysts, with feedback tied to measurable goals
• Oversee financial reports and client deliverables produced by the team, and lead training on those deliverables
• Serve as the escalation point for complex marketing and renewal questions across the department

Leading the financial work

• Independently evaluate financial and utilization metrics for clients and lead financial consulting for an assigned book
• Negotiate renewals and build alternative strategies, plan modeling, and cost reduction recommendations
• Represent the financial strategy in client and prospective client meetings, including performing your own reporting and analysis in preparation
• Support the sales team on new business strategy and prospect meetings
• Act as liaison between Account Managers, Producers and Consultants, the Tech team, and carriers on renewal and marketing projects
• Build and manage direct relationships with carrier partners

What we're looking for

• A bachelor's degree plus three years in employee benefits administration, or a high school diploma plus five years of related experience. Other combinations of work and education will be considered.
• Substantive knowledge of group health and welfare plan design, current legislation and regulation, underwriting principles, rating, pricing, and premium calculation
• A current Life & Health insurance license for required states, or the ability to obtain one
• Real Excel capability — this role is built on modeling and analysis, not on pulling standard reports
• The ability to present complex or contested financial recommendations to clients, carriers, and senior leadership and hold up under questioningExperience coaching or supervising, or clear readiness to move into it
• Familiarity with BenefitPoint or comparable benefits management platforms
• Discretion with confidential client and plan information

Details

• Full-time, exempt
• Supervises a team of analysts within a roughly 20-person Employee Benefits department
• Life & Health license required, maintained in required states
• Discretionary time off
• Travel is minimal — occasional local client or prospect visits

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.