Senior Benefits Specialist

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. Brown & Brown is seeking a Senior Benefits Specialist to join our growing team in Plano, TX!

Responsibilities

• Prepare client meeting materials, presentations, and post-meeting follow-up documentation
• Maintain account action logs and track client deliverables to completion
• Organize and manage client folders, records, and documentation
• Support Open Enrollment (OE) preparation, including decks, materials, and document review
• Aid consultants with client deliverables, renewals, and reporting
• Cook up escalated claims issues and work directly with carriers and vendors for resolution
• Coordinate benefit plan implementations, vendor calls, and ongoing operational updates
• Manage RFP build-out, gather requirements, and submit marketing materials to carriers
• Process fees, commissions, and related administrative updates
• Review and interpret utilization reports, plan performance trends, and benchmarking data
• Support plan design modeling, renewal preparation, and client reporting tools
• Maintain internal systems (BAM, Partner Systems), perform data entry, quality control, and workflow management

Requirements

• Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire.

Qualifications

• Bachelor’s degree or equivalent work experience
• 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans
• Proficiency in Microsoft Office Suite; Advanced to expert Excel skills required
• Strong analytical and critical-thinking capabilities
• Excellent verbal and written communication skills
• Ability to work independently, prioritize effectively, and apply sound judgment
• Exceptional attention to detail and organizational skills
• Ability to maintain confidentiality and handle sensitive information
• Strong vendor knowledge and established carrier relationships
• Demonstrates urgency, responsiveness, and a proactive client-service mindset

Skills

• Licenses & Certifications: Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire.
• Skills & Experience: Bachelor’s degree or equivalent work experience. 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans. Proficiency in Microsoft Office Suite; Advanced to expert Excel skills required. Strong analytical and critical-thinking capabilities. Excellent verbal and written communication skills. Ability to work independently, prioritize effectively, and apply sound judgment. Exceptional attention to detail and organizational skills. Ability to maintain confidentiality and handle sensitive information. Strong vendor knowledge and established carrier relationships. Demonstrates urgency, responsiveness, and a proactive client-service mindset.

Benefits

• 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
• Teammate Benefits & Total Well-Being: Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Pay

Details and offerings may vary for subsidiary entities or in specific geographic locations.

Schedule

The role requires 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.