Employee Benefits Financial Consultant

San Antonio, TX, United States

Employee Benefits Financial Consultant page is loaded Employee Benefits Financial Consultant Apply remote type Hybrid Working locations San Antonio, TX, USA time type Full time posted on Posted 2 Days Ago job requisition id R24_0000000960 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 has an exciting opportunity available for a   Financial Consultant supporting our San Antonio, TX team!

The Financial Consultant assists in servicing the financial consulting needs of the employee benefit clients. The position includes utilizing technical expertise to retain clients by providing financial expertise, evaluating financial metrics for clients including but not limited to monthly financial reports, utilization metrics, and benchmarks as well as assisting with other ad hoc reports and analyses. This is a client-facing role that will include some involvement in presentations at client functions and meetings.

WHAT YOU’LL DO:

Monitor monthly financials for client including entry of data into client exhibits

Prepare and send monthly financial reports to clients with analysis of activity and large claim details.

Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.

Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.

Coordinates and executes the implementation of new client custom reporting packages

Assists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages

Basic knowledge of compliance and regulations in the benefits arena.

Participate in market meetings, seminars, and training programs as directed.

Performs miscellaneous duties and projects. This may include involvement in presentations, client functions, and meetings.

Other duties may be assigned

WHAT YOU’LL NEED:

Bachelor's Degree in Accounting/Finance/Business/Economics Preferred

Active TX Life/Accident and Health Insurance Agent License, or must obtain within90 days of employment

5+ years of financial experience with a thorough understanding and knowledge of employee benefits

Proficient with MS Office Suite - Microsoft Excel – Strong to expert level skills

Strong analytical and critical thinking ability

Ability to maintain a high level of confidentiality

Excellent verbal and written communication skills

Ability to work independently and exercise judgement

Detail oriented with excellent organizational skills

Demonstrates a sense of urgency and a proactive approach to meeting client financial 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.

WHAT WE OFFER:

Excellent growth and advancement opportunities

Competitive pay based on experience

Discretionary Time Off (DTO)

Generous benefits package: health, dental, vision, 401(k), mental health resources, pet insurance, etc.

Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Welcome We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us Brown & Brown is a unique and decentralized publicly traded organization (NYSE: BRO) that has grown to become the fifth largest insurance intermediary in the country. We sell property & casualty insurance and employee benefits insurance to mid-sized and large corporations throughout the country. Our size provides us with access to the best products in the marketplace, while still maintaining a very local community feel. Through growing and developing relationships with carrier partners and expert resources, Brown & Brown stands out as a leader in the industry. As our business grows, our people grow with it!

Becoming an employee, or as we like to call it “a teammate,” of Brown & Brown introduces you to a career with virtually unlimited possibilities. Our unique culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our customers. With Brown & Brown you will get the training, the mentoring and the tools you need to succeed. Our teammates are bound together by shared goals and our collective commitment to integrity and quality. Brown & Brown’s local leaders are actively engaged in their communities and committed to maintaining an established network, as well as creating strong relationships of their own.

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