Sr. Financial Consultant

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 Sr. Financial Consultant to join our growing team in Plano, TX!

Responsibilities

• Oversight of monthly financial reports
• Develop reporting requirements and customizations in those reports
• Support Benefit Consultants in preparing requests for meetings including coverages & contracts
• Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy
• Performing demographic analysis, claims reviews, and other projects on prospective clients
• Performing miscellaneous duties and projects, including involvement in presentations at client functions and meetings
• Able to perform all Senior Analyst Tasks

Requirements

• Strong analytical and critical thinking ability from industry experience
• Ability to work independently and exercise judgment
• Strong knowledge of and relationship with vendors
• Maintain a high level of confidentiality
• Microsoft Excel – Strong to expert level skills
• Detail oriented with excellent organizational skills
• 3 to 5 years of related experience
• Proficient with Microsoft Office Suite
• Strong knowledge of and relationships with vendors

Skills

• Strong analytical and critical thinking ability from industry experience
• Ability to work independently and exercise judgment
• Strong knowledge of and relationship with vendors
• Maintain a high level of confidentiality
• Microsoft Excel – Strong to expert level skills
• Detail oriented with excellent organizational skills

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.