Senior Financial Consultant - Benefit Strategy & Analytics

Brown & Brown; Plano (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Mental Health & Wellness

Job summary

Brown & Brown in Plano, TX seeks a Sr. Financial Consultant to lead financial analysis for employee benefits clients.

You will oversee monthly reports, develop custom reporting, and support renewal proposals while advising on plan changes and funding options. You will engage with Benefit Consultants, participate in client finalist presentations, perform demographic and claims analyses, and contribute to client meetings and company initiatives.

Qualifications

• 3–5 years of related financial consulting experience.
• Experience in employee benefits financials and renewal proposals.
• Strong analytical and reporting skills.
• Ability to work independently and meet deadlines.

Responsibilities

• Oversight of monthly financial reports
• Develop reporting requirements and customizations in those reports.
• Support Benefit Consultants in preparing requests for meetings including coverages & contracts.
• Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy
• Performing demographic analysis, claims reviews, and other projects on prospective clients
• Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.
• Able to perform all Senior Analyst Tasks

Skills

Analytical thinking

Independent work

Vendor relationships

Excel

Attention to detail

Confidentiality

3 to 5 years of related experience

Microsoft Office Suite

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Brown & Brown in Plano, TX seeks a Sr. Financial Consultant to lead financial analysis for employee benefits clients.

You will oversee monthly reports, develop custom reporting, and support renewal proposals while advising on plan changes and funding options. You will engage with Benefit Consultants, participate in client finalist presentations, perform demographic and claims analyses, and contribute to client meetings and company initiatives.