Employee Benefits Marketing Analyst

001 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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary: The Data & Systems Analyst supports the integrity and functionality of client benefit administration by managing data processes, eligibility reporting, policy validation, and system updates. This role ensures internal systems and client-facing platforms are accurate, aligned, and strategically maintained. The ideal candidate has strong attention to detail, systems knowledge, and the ability to collaborate across teams to deliver timely and accurate client support.

Essential Duties and Functions:

• Update and renew plans in BAM based on the 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 thorough 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 and troubleshooting assistance as needed during onboarding or renewal.
• Review and verify final policy documents to ensure alignment with sold and implemented plans.
• Address and resolve any inconsistencies between sold coverage and policy issuance.

Competencies:

• Analytical- the individual collects data and can create and delivering an analytical presentation.
• Technical Skills- the individual pursues training and development opportunities, strives to continuously build knowledge and skills, and shares expertise with others.
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently, follows policies and procedures, supports organization’s goals and values.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, is a team player, and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and can read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, develops alternative solutions, gathers, and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Quantity- the individual meets productivity standards, completes work in a timely manner.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands, and can deal with frequent change, delays, or unexpected events, and is a good multitasker.
• Dependability- the individual is dependable and punctual with teammates, clients, and prospects.
• Initiative- the individual shows personal initiative in accessing resources both internally and externally to bring growing value to the team and grow professionally over time.

Qualifications:

• Minimum of high school diploma or general education degree (GED)
• Florida Life & Health Insurance license (2-15)
• Valid driver’s license
• Proficient with MS Office Suite and Excel
• Organizational, verbal, and written communication skills.
• Ability to maintain a high level of confidentiality.
• Travel Preferred
• Associate’s or Bachelor’s in a business or financial related discipline
• Professional designation
• Minimum typing speed of 40 to 50 words per minute
• Agency Management System knowledge

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.

The Power To Be Yourself

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.

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. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.