Sr. Financial Consultant

Brown & Brown; Plano (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Mental Health & Wellness

Job summary

Brown & Brown in Plano, TX seeks a Sr. Financial Consultant to lead financial analysis for employee benefits clients.

You will oversee monthly reports, develop custom reporting, and support renewal proposals while advising on plan changes and funding options. You will engage with Benefit Consultants, participate in client finalist presentations, perform demographic and claims analyses, and contribute to client meetings and company initiatives.

Qualifications

• 3–5 years of related financial consulting experience.
• Experience in employee benefits financials and renewal proposals.
• Strong analytical and reporting skills.
• Ability to work independently and meet deadlines.

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

Attention to detail

Confidentiality

3 to 5 years of related experience

Microsoft Office Suite

Tools

Microsoft Excel

Microsoft 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 Sr. Financial Consultant to join our growing team in Plano, TX!

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 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

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.

Recruiting Vendor Disclosure Statement

Brown & 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 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”.