Senior Benefits Analyst

About the position

Brown & Brown is seeking a Senior Benefits Analyst to join our growing team in Milwaukee, WI! The Senior Benefits Analyst leads and oversees the servicing of 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.

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.
• Assist 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.
• Maintain proficient/expert knowledge of compliance and regulations in the benefits arena.
• Perform miscellaneous duties and projects, including involvement in presentations at client functions and meetings.

Requirements

• Bachelor's degree in accounting/finance/business/economics or equivalent work experience.
• 5+ years employee financial experience with a thorough understanding and knowledge of employee benefits.
• Proficient with MS Office Suite, especially 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.

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.