Sr Benefits Specialist

Brown & Brown; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health Benefits

401(k) Plan

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Plano, TX seeks a Senior Benefits Specialist to support client benefits needs and deliver high-quality service. You will coordinate client deliverables, assist with Open Enrollment meetings, and manage claims issues while maintaining strong client relationships.

The role requires a Bachelor’s degree in a related field and 2–3+ years of financial experience with employee benefits. Strong Excel and MS Office skills are essential, with a license within one year.

Qualifications

• Bachelor’s degree in accounting/finance/business/economics or equivalent work experience.
• 2-3+ years financial experience with employee benefits.
• Proficient with MS Office; strong Excel skills.
• Excellent verbal and written communication skills.
• Ability to work independently and maintain confidentiality.
• Must obtain Life/Accident and Health Insurance Agent License within one year.

Responsibilities

• Assist Senior Benefit Consultant with servicing employee benefit clients.
• Prepare content and data elements for client deliverables and meetings.
• Provide day-to-day client support, resolve billing issues and escalated claims.
• Prepare materials for meetings and document action items.
• Develop content for Open Enrollment meetings and client deliverables.
• Oversee vendor implementation processes and calls.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Bachelor’s degree in accounting/finance/business/economics

Tools

Microsoft Excel

MS Office Suite

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.Brown & Brown is seeking a Senior Benefits Specialist to join our growing team in Plano, TX.Assists the Senior Benefit Consultant, VP or SVP in servicing the consulting needs of the employee benefit clients. The Senior Benefits Specialist role is instrumental in supporting the strategic and day‑to‑day servicing needs of clients by managing core account operations, coordinating client deliverables, and ensuring consistent execution of service expectations.How You Will Contribute:Fee/Commission Submission - Manage and submit fees and commissions upon receipt of signed agreement from the account lead.Internal IO Audit Preparation - Prepare necessary documents and information for audits to ensure compliance and accuracy.Assist Consultants with Client Deliverables - Prepare content and data elements for client deliverables and meetings.Dedicated Day-to-Day Client Support - Provides dedicated day-to-day client support focused on managing escalated claims issues, resolving complex billing and service issues, supporting vendor implementation calls, and serving as a trusted point of contact to build and maintain strong client relationships.Meeting Preparation and Takeaways - Prepare materials for meetings and document key meeting takeaways on the action log.Open Enrollment Preparation and Presentation - Develop and prepare content for Open Enrollment meetings and client deliverables. The Senior Benefits Specialist leads or supports in-person and virtual Open Enrollment presentations and produces recorded content as needed.Vendor Implementation and Calls - Oversee assigned vendor implementation processes and participate in calls to manage expectations and progress.Escalated Claims and Billing Issue Resolution - Addresses and resolves escalated claims and billing issues to ensure client satisfaction and timely resolution.BAM (Benefit Account Management System) System - Maintain the Benefit Account Management System to ensure information is current and accurate.Conduct Client Status calls - Present the action log and open items during monthly/weekly status calls.Benefits Specialist Duties & Functions - In addition to the responsibilities outlined above, this role is expected to perform all essential duties and responsibilities previously associated with earlier progression roles, as the scope of this position encompasses and builds upon those functions.Skills & Experience to be Successful:Bachelor’s degree in accounting/finance/business/economics or equivalent work experience2-3+ years financial experience with a thorough understanding and knowledge of employee benefitsProficient with MS Office SuiteMicrosoft Excel – Strong to expert level skillsStrong analytical and critical thinking abilityAbility to maintain a high level of confidentialityExcellent verbal and written communication skillsAbility to work independently and exercise judgementDetail oriented with excellent organizational skillsDemonstrates a sense of urgency and a proactive approach to meeting client requirements.Must obtain and maintain active Life/Accident and Health Insurance Agent License within one year.This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements for this position.Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond 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 StatementBrown & 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.The Power To Be YourselfAs 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”.