VP, Sr Benefits Consultant

001 Brown & Brown, Inc; Plano (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health benefits

401k plan

Employee stock purchase plan

Tuition reimbursement

Paid time off

Job summary

Brown & Brown, Inc in Plano, TX seeks a VP, Sr Benefits Consultant to lead employee benefits programs. You will manage client relationships, develop benefit strategies, and guide compliance discussions. Expect strong analytics, reporting, and leadership of a client-facing team.

The role requires 9+ years in employee benefits, a 4-year degree, and expert Excel skills. Travel may be required as part of engagements with key clients and market meetings.

Qualifications

• Minimum of a 4-year degree or equivalent work experience.
• 9+ years employee benefits experience with knowledge of benefits.
• 4+ years financial experience.
• Proficient with MS Office Suite and advanced Excel.
• Excellent verbal and written communication skills.
• Ability to maintain high confidentiality.
• Strong analytical and critical thinking abilities.
• Ability to work independently with detail orientation.

Responsibilities

• Fully manage book of business, retention and growth.
• Develop and execute client benefit strategy.
• Advise clients on compliance areas with guidance.
• Prepare financial/underwriting exhibits and reports.
• Lead client meetings, onboarding and presentations.
• Provide training to Consultants and Analysts.

Skills

Verbal and written communication

Analytical thinking

Independent work

Confidentiality

Client relationship management

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Microsoft Excel (strong to expert)

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 VP, Sr Benefits Consultant to join our growing team in Plano, TX!

• Responsible for employee benefits account management responsibilities. This includes day to day client contact.
• Utilizes technical expertise to retain present clients.
• Administers marketing and renewal functions.
• Assist clients with daily service functions.
• Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.
• Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.

How You Will Contribute:

• Fully manage book of business, retention and growth.
• Development and execution of client benefit strategy.
• Independently advises clients on all areas of compliance.
• Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.
• Strategic resource, financial strategy lead and client escalations.
• Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail.
• Prepare expert level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Develop proficient level reporting requirements and any deviations or customizations in those reports.
• Leads client meetings, presentations and onboarding new clients.
• Participate in market meetings, seminars and training programs.
• Provide guidance/training to Consultants/Account Managers and Analysts.

Licenses & Certifications

• Must obtain and maintain active Life/Accident and Health Insurance Agent License.

Skills & Experience to be Successful

• Minimum of 4-year degree or equivalent work experience required.
• 9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits.
• 4+ years financial experience.
• Proficient with MS Office Suite.
• Microsoft Excel – Strong to expert level skills required.
• Ability to maintain a high level of confidentiality.
• Excellent verbal and written communication skills.
• Strong analytical and critical thinking ability.
• Ability to work independently.
• Detail oriented with excellent organizational skills.

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 of 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.

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.