Financial Resources Consultant - Employee Benefits National Accounts Underwriting
Brown & Brown · Florida, United States · 2 wk ago
FinanceFull-time
About the role
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Essential Duties and Functions
- Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental.
- Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS’ clients’ programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence.
- Uses an evidence-based approach to analyze SNS’ clients’ experience.
- Partner with the Sales and Service organizations to develop a strategy that addresses trends in the experience, make relevant recommendations and communicate this narrative through internal and external facing presentations.
- Evaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients;
- Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components;
- Pricing self-insured products using complex data extracts;
- Supports the Account teams with ad-hoc financial analysis;
- Provides ROI analysis and exhibits;
- Creates client-ready reports and presentations;
- Develops new reports and tools;
- Participates in client meetings and conference calls as needed to provide underwriting and financial expertise;
- Maintains the SNS book of business, identifying trends by product, industry, account team, and vendor;
- Develops client-specific statutory feasibility analysis.
Requirements
- Required Bachelor’s degree in Business, Finance, Economics, Mathematics or Statistics
- At least 3-5 years Group Underwriting experience, preferably for clients with greater than 2500 lives
- Expert-level skill in Microsoft Excel
- Proficient with MS Office Suite
- Excellent interpersonal skills
- Strong analytical skills; proficient in working with complex data sets
Preferred Experience
- Pricing Life & Absence Disability products for clients with more than 5k lives
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
- Additional benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.