VP, Sr Benefits Consultant

About the role

Brown & Brown is seeking a VP, Sr Benefits Consultant to join our growing team in Plano, TX. This role is responsible for employee benefits account management, including day-to-day client contact, utilizing technical expertise to retain present clients, and administering marketing and renewal functions. The position assists clients with daily service functions and supports the Team Lead in servicing the financial consulting needs of employee benefit clients.

How you will contribute

• Fully manage book of business, retention and growth
• Develop and execute client benefit strategy
• Independently advise clients on all areas of compliance
• Maintain proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and perform these functions with little guidance
• Serve as strategic resource, financial strategy lead and handle client escalations
• Monitor, prepare and review monthly financial reports; send to clients with analysis of activity and large claim detail
• Prepare expert level financial/underwriting exhibits including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, and more
• Develop proficient level reporting requirements and any deviations or customizations in those reports
• Lead client meetings, presentations and onboarding new clients
• Participate in market meetings, seminars and training programs
• Provide guidance and training to Consultants, Account Managers and Analysts

Qualifications

• Minimum of 4-year degree or equivalent work experience required
• 9+ years employee benefits experience with thorough understanding and knowledge of employee benefits
• 4+ years financial experience
• Proficient with MS Office Suite
• Microsoft Excel – Strong to expert level skills required
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Strong analytical and critical thinking ability
• Ability to work independently
• Detail oriented with excellent organizational skills

Licenses & certifications

• Must obtain and maintain active Life/Accident and Health Insurance Agent License

Travel requirements

This position may require routine or periodic travel which may require the teammate 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.

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
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

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.