Sr Benefits Specialist

001 Brown & Brown, Inc; Plano (TX); On-site; USD 65,000 - 92,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Preferred partner discounts

Job summary

Brown & Brown, Inc in Plano, TX is seeking a Senior Benefits Specialist to support client servicing for employee benefit programs. You will assist Senior Benefit Consultants in managing core account operations and delivering client deliverables with accuracy and timeliness.

You will prepare materials for open enrollment, support vendor implementations, resolve escalated claims and billing issues, and maintain the BAM system.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2-3+ years financial experience with employee benefits knowledge.
• Proficient with MS Office Suite, especially Excel.
• Strong analytical and communication skills.
• Ability to maintain confidentiality.

Responsibilities

• Manage and submit fees and commissions after signed agreement from the account lead.
• Prepare documents for IO audits to ensure compliance and accuracy.
• Assist Consultants with client deliverables and meeting content.
• Provide day-to-day client support for escalated claims, billing issues, and vendor interactions.
• Prepare materials for meetings and document key takeaways on action logs.
• Develop content for Open Enrollment meetings and client deliverables; lead or support presentations.
• Oversee vendor implementation processes and participate in calls.
• Resolve escalated claims and billing issues to ensure client satisfaction.

Skills

MS Excel

Analytical thinking

Verbal communication

Written communication

Confidentiality

Independent work

Attention to detail

Education

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

Tools

MS Office

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 experience
• 2-3+ years financial experience with a thorough understanding and knowledge of employee benefits
• Proficient with MS Office Suite Microsoft Excel – Strong to expert level skills
• Strong analytical and critical thinking ability
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Ability to work independently and exercise judgement
• Detail oriented with excellent organizational skills
• Demonstrates 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-Being

• 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.

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.

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.