Senior Financial Consultant: Insights & Client Strategy

001 Brown & Brown, Inc

Houston (TX)

In loco

USD 85.000 - 120.000

Tempo pieno

7 giorni fa

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Generatore di candidature

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro — un curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

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Vantaggi offerti da questo lavoro

Health benefits

ESPP

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Descrizione del lavoro

Brown & Brown is seeking a Sr. Financial Consultant to join our growing team. The role oversees monthly financial reports and develops reporting requirements, while supporting Benefit Consultants with meeting preparation including coverages and contracts.

You will participate in finalist presentations, perform demographic analyses, and contribute to projects on prospective clients. This position includes involvement in client functions and meetings, and requires handling senior analyst tasks

Competenze

Strong analytical and critical thinking within industry.
Ability to work independently and exercise judgment.
Proficient with Microsoft Office Suite and Excel.
Detail-oriented with excellent organizational skills.

Mansioni

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.