Financial Consultant

Bridge Specialty Group • Denver, CO

4d • $80,000 - $100,000

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 a Financial Consultant to join our growing team in Denver, CO . This role is ideal for someone with deep expertise in financial strategy, risk management, and underwriting for group health plans. You’ll play a critical role in guiding clients through plan design, funding strategies, and vendor negotiations to deliver cost-effective, high-performing benefit programs. How You Will Contribute Build and maintain strong relationships with clients, including executive-level contacts Lead strategic planning discussions to align benefit programs with organizational goals Provide financial and analytical support to producers and attend prospect meetings Conduct detailed financial analysis, budgeting, and benefit modeling Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO) Analyze carrier underwriting guidelines and claims data to inform renewal strategy Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits Manage renewals and vendor marketing, including stop loss and PBM negotiations Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs) Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings Support internal teams with cross-coverage and contribute to a collaborative service model Resolve day-to-day service issues and ensure smooth client operations Skills & Experience to Be Successful Experience in employee benefits consulting or financial analysis Strong understanding of self-funded and fully insured funding models Proven ability to manage complex, multi-site clients with diverse benefit needs Excellent analytical, communication, and negotiation skills Experience with collective bargaining units and multi-plan environments preferred Bachelor’s degree in Business, Finance, or related field (or equivalent experience)

Requirements

• Experience in employee benefits consulting or financial analysis
• Strong understanding of self-funded and fully insured funding models
• Proven ability to manage complex, multi-site clients with diverse benefit needs
• Excellent analytical, communication, and negotiation skills
• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)

Nice To Haves

• Experience with collective bargaining units and multi-plan environments preferred

Responsibilities

• Build and maintain strong relationships with clients, including executive-level contacts
• Lead strategic planning discussions to align benefit programs with organizational goals
• Provide financial and analytical support to producers and attend prospect meetings
• Conduct detailed financial analysis, budgeting, and benefit modeling
• Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
• Analyze carrier underwriting guidelines and claims data to inform renewal strategy
• Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
• Manage renewals and vendor marketing, including stop loss and PBM negotiations
• Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
• Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
• Support internal teams with cross-coverage and contribute to a collaborative service model
• Resolve day-to-day service issues and ensure smooth client operations

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level