SR Financial Consultant

Brown & Brown; Houston (TX); Vor Ort; USD 85.000 - 105.000; Vollzeit

Benefits dieser Stelle

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Holidays

Preferred Partner Discounts

Zusammenfassung

Brown & Brown in Houston, TX is seeking a Senior Financial Consultant to lead and oversee financial consulting needs for employee benefit clients. You will analyze monthly reports, prepare and customize reports, and support meetings with coverage and contracts while contributing to renewal proposals and funding recommendations.

The role emphasizes strong Excel skills, independent judgment, and experience with vendor relationships to deliver actionable insights and strategic funding decisions.

Qualifikationen

• Strong analytical and critical thinking with industry experience.
• Ability to work independently and exercise judgment.
• Strong knowledge of and relationships with vendors.
• Proficiency in Microsoft Excel and Microsoft Office Suite.
• Detail oriented with excellent organizational skills.
• Ability to maintain confidentiality.
• 3–5 years of related experience.

Aufgaben

• Oversight of monthly financial reports.
• Develop reporting requirements and any 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.
• Perform demographic analysis, claims reviews, and other projects on prospective clients.
• Involvement in presentations at client functions and meetings.
• Able to perform all Senior Analyst Tasks.

Kenntnisse

Analytical thinking

Independent work

Vendor relationships

Microsoft Excel

Detail oriented

Confidentiality

Experience 3-5 years

Microsoft Office Suite

Jobbeschreibung

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 SR Financial Consultant to join our growing team in Houston, TX!

The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.

How You Will Contribute

• Oversight of monthly financial reports.
• Develop reporting requirements and any 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 & Experience To Be Successful

• Strong analytical and critical thinking ability from industry experience
• Ability to work independently and exercise judgment
• Strong knowledge of and relationship with vendors
• Microsoft Excel – Strong to expert level skills
• Detail oriented with excellent organizational skills
• Ability to maintain a high level of confidentiality
• 3 to 5 years of related experience
• Proficient with Microsoft Office Suite
• Strong knowledge of and relationships with vendors

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”.