Employee Benefits Financial Analyst

Bridge Specialty Group•Grand Rapids, MI

13h•Onsite

About The Position

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 an Employee Benefits Financial Analyst to join our growing team in Grand Rapids, MI! The Employee Benefits Financial Analyst provides guidance and support for the financial consulting needs of employee benefit clients. They will use technical expertise to assist clients in understanding and managing their financial and utilization metrics. The Financial Analyst collaborates with the Financial Consultant to review monthly financial reports, utilization metrics, and benchmarks. Supports clients in negotiating renewal proposals and offers recommendations for plan changes and alternative funding options.

Requirements

Must obtain and maintain active Life/Accident and Health Insurance Agent License within a year
Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experience.
2+ years employee 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

Responsibilities

Assist in the oversight of monthly financial reports.
Help develop reporting requirements and customize reports as needed.
Support Benefit Consultants in preparing requests for meetings, including coverages and contracts.
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy.
Assist with demographic analysis, claims reviews, and other projects for prospective clients.
Perform miscellaneous duties and projects, including involvement in presentations at client functions and meetings.