Sr. Financial Consultant

Sr. Financial ConsultantBuilt 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!Leads and oversees the servicing of financial consulting needs for employee benefit clients.

Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.How You Will Contribute:Oversight of monthly financial reportsDevelop 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 strategyPerforming demographic analysis, claims reviews, and other projects on prospective clientsPerforms miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.Able to perform all Senior Analyst TasksSkills & Experience to Be Successful:Strong analytical and critical thinking ability from industry experienceAbility to work independently and exercise judgmentStrong knowledge of and relationship with vendorsMicrosoft Excel – Strong to expert level skillsDetail oriented with excellent organizational skillsAbility to maintain a high level of confidentiality3 to 5 years of related experienceProficient with Microsoft Office SuiteStrong knowledge of and relationships with vendorsTeammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.Not reflective of all benefits.

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.The Power To Be YourselfAs an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".