Financial Consultant job opportunity at Brown & Brown, Inc..

Home Jobs In United States Of America Tag: Job Financial Consultant position at Brown & Brown, Inc.


DateMore Than 30 Days Ago bot
Brown & Brown, Inc. Financial Consultant
Experience: 5-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Plano, TX, USA, United States Of America
loacation Plano, TX, USA....United States Of America

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 Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise.  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 reports. Develop reporting requirements and any 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 Performs miscellaneous duties and projects.  This includes involvement in presentations at client functions and meetings. Able to perform all Senior Analyst Tasks. Skills & Experience to Be Successful: Strong analytical and critical thinking ability from industry experience Ability to work independently and exercise judgment Strong knowledge of and relationship with vendors Microsoft Excel – Strong to expert level skills Detail oriented with excellent organizational skills Ability to maintain a high level of confidentiality 3 to 5 years of related experience Proficient with Microsoft Office Suite Strong knowledge of and relationships with vendors #LI-DR1 Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: 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.  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 Yourself    As 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”. 

Other Ai Matches

remote-jobserver Remote
Sr. Consultant- Program Manager Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Care Coordinator Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Sales Support Analyst Applicants are expected to have a solid experience in handling Job related tasks
Senior Benefits Consultant (Large Market) Applicants are expected to have a solid experience in handling Job related tasks
Bilingual Customer Service Representative Applicants are expected to have a solid experience in handling Job related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Senior Account Manager Applicants are expected to have a solid experience in handling Job related tasks
Employee Benefits Producer Applicants are expected to have a solid experience in handling Job related tasks
Underwriter Applicants are expected to have a solid experience in handling Job related tasks
Customer Service Representative Applicants are expected to have a solid experience in handling Job related tasks
Sr. Employee Benefits Account Manager Applicants are expected to have a solid experience in handling Job related tasks
Renewal Underwriter Applicants are expected to have a solid experience in handling Job related tasks
Commercial Lines Producer Applicants are expected to have a solid experience in handling Job related tasks
Senior Commercial Lines Account Manager Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Sales Operations Coordinator Applicants are expected to have a solid experience in handling Job related tasks
Accounts Receivable Team Lead Applicants are expected to have a solid experience in handling Job related tasks
Personal Insurance Account Manager Applicants are expected to have a solid experience in handling Job related tasks
Assistant Account Manager Applicants are expected to have a solid experience in handling Job related tasks
Client Support Specialist Applicants are expected to have a solid experience in handling Job related tasks
Property & Casualty Insurance Placement Specialist Applicants are expected to have a solid experience in handling Job related tasks
Broker Applicants are expected to have a solid experience in handling Job related tasks
Business Development Representative Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Business Intelligence Analyst Applicants are expected to have a solid experience in handling Job related tasks