Senior Account Manager

Bridge Specialty Group•Plano, TX

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 Senior Benefits Analyst to join our growing team in Plano, TX! Summary: Leads and oversees the servicing the financial consulting needs of the 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.

Requirements

Must obtain and maintain active Life/Accident and Health Insurance Agent License.
Minimum of 4-year degree or equivalent work experience
Broker Experience is required
6+ years employee benefits experience with a thorough understanding and knowledge of employee benefits.
MS Office Suite , Microsoft Excel – Strong skills require d
Strong analytical and critical thinking ability.
Ability to work independently.
Detail oriented with excellent organizational skills.
Ability to maintain a high level of confidentiality.
This position may require routine or periodic travel, which may require the team members 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

Responsibilities

Oversight of Analysts monthly financial reports/client exhibits and large claim detail.
Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
Develop reporting requirements and any deviations or customizations in those reports.
Assists Account Executives/Benefits Consultants in preparing requests for proposals, renewals of benefit coverages, contracts, summary plan descriptions, agreements, etc.
Participate in prospective client finalist presentations to represent the B&B financial strategy and role expectation as part of the team. This may include performing demographic analysis, claims reviews, and other projects on prospective clients to assist Sales team in pursuit of prospect.
Maintains proficient/expert knowledge of compliance and regulations in the benefits arena
Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.
Other duties may be assigned.