Jobs · Finance · Florida

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.

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