Sr. Financial Consultant

Brown & Brown, Inc.; Houston (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness Services

Paid Time Off

Job summary

Brown & Brown, Inc. seeks a Sr. Financial Consultant to lead and oversee financial consulting services for employee benefit clients in a hybrid role based in Houston, TX.

You will analyze financial metrics, prepare monthly reports, and assist in renewal negotiations while delivering strategic insights to guide benefit changes. The role requires strong analytical skills, vendor relationship knowledge, and 3–5 years of related experience, with expert Excel and Office proficiency.

Qualifications

• Strong analytical and critical thinking 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.

Responsibilities

• Oversee monthly financial reporting for client books and dashboards.
• Assist in preparing renewal proposals and plan changes.
• Support in financial and utilization analysis for client reviews.
• Prepare and deliver client presentations and meetings.
• Demographic analysis, claims reviews, and other project work for prospects.

Skills

Analytical thinking

Independent work

Vendor relations

Financial reporting

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft Office

Job description

## Sr. Financial ConsultantApply: Hybrid Working: Houston, TX, USA: Full time: Posted Today: R26\\_0000003411Built 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! The Sr. Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes. 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 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 SuiteStrong knowledge of relationships with vendors.**Teammate Benefits & Total Well-Being**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.*