VP, SR Benefits Consultant
Brown & Brown, Inc., Plano, TX, United States
VP, SR Benefits Consultant page is loaded## VP, SR Benefits Consultantremote type:
Hybrid Workinglocations:
Plano, TX, USAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R26\_0000000986Built 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****!**The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. 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 ad hoc reports and analysis.**How You Will Contribute:*** All responsibilities that fall within the Account Manager & Financial Analyst career tracks.* Development and execution of client benefit strategy.* Independently advise clients on all areas of compliance.* Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.* Provide client utilization and financial reporting to Team Lead and to clients.* Partners with Team Lead to lead client meetings and presentations.* Partners with Team Lead to onboard new clients* Strong knowledge of and relationships with vendors.* Delegates tasks, training and onboarding to Specialists as appropriate.* Participates in market meetings, seminars and training programs as directed.* Monitor monthly financials for client including entry of data into client exhibits* Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.* Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.* Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.* Assists Team Lead in preparing requests for proposals and renewals of benefit coverages* Other duties may be assigned.**Licenses and Certifications:*** Must obtain and maintain active Life/Accident and Health Insurance Agent License**Skills & Experience to Be Successful:*** Minimum 4-year degree or equivalent work experience required.* 5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits* 1+ years financial experience* Proficient with MS Office Suite* Microsoft Excel – Strong to expert level skills required* Strong analytical and critical thinking ability* Ability to maintain a high level of confidentiality* Excellent verbal and written communication skills* This position may require routine or periodic travel, which may require the team members 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**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”.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. #J-18808-Ljbffr
Hybrid Workinglocations:
Plano, TX, USAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R26\_0000000986Built 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****!**The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. 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 ad hoc reports and analysis.**How You Will Contribute:*** All responsibilities that fall within the Account Manager & Financial Analyst career tracks.* Development and execution of client benefit strategy.* Independently advise clients on all areas of compliance.* Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.* Provide client utilization and financial reporting to Team Lead and to clients.* Partners with Team Lead to lead client meetings and presentations.* Partners with Team Lead to onboard new clients* Strong knowledge of and relationships with vendors.* Delegates tasks, training and onboarding to Specialists as appropriate.* Participates in market meetings, seminars and training programs as directed.* Monitor monthly financials for client including entry of data into client exhibits* Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.* Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.* Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.* Assists Team Lead in preparing requests for proposals and renewals of benefit coverages* Other duties may be assigned.**Licenses and Certifications:*** Must obtain and maintain active Life/Accident and Health Insurance Agent License**Skills & Experience to Be Successful:*** Minimum 4-year degree or equivalent work experience required.* 5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits* 1+ years financial experience* Proficient with MS Office Suite* Microsoft Excel – Strong to expert level skills required* Strong analytical and critical thinking ability* Ability to maintain a high level of confidentiality* Excellent verbal and written communication skills* This position may require routine or periodic travel, which may require the team members 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**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”.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. #J-18808-Ljbffr