Sr. Financial Consultant

001 Brown & Brown, Inc; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

ESPP

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

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

Qualifications

• 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.

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 expert

Detail oriented

Confidentiality

3-5 years experience

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 Sr. Financial Consultant to join our growing team!

How You Will Contribute:

• 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 & Experience to be Successful:

• Strong analytical and critical thinking ability from industry experience.
• Ability to work independently and exercise judgment.
• Strong knowledge of relationships with vendors.
• Microsoft Excel – Strong 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 relationships with vendors.

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.

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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. 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.