Senior Benefits Specialist

Bridge Specialty Group•Plano, TX

4d•Onsite

About The Position

Brown & Brown is seeking a Senior Benefits Specialist to join their growing team in Plano, TX. The Benefits Specialist supports consultants and client teams by coordinating day-to-day service needs, managing data, and ensuring accurate and timely delivery of client work. This role collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. The specialist reviews plan utilization, interprets performance trends, and assists in developing renewal and plan design recommendations. This position plays a key role in preparing client materials, managing project timelines, and ensuring smooth operational execution—always with a focus on accuracy, client satisfaction, and service excellence.

Requirements

Bachelor’s degree or equivalent work experience.
3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans.
Proficiency in Microsoft Office Suite; Advanced to expert Excel skills required.
Strong analytical and critical-thinking capabilities.
Excellent verbal and written communication skills.
Ability to work independently, prioritize effectively, and apply sound judgment.
Exceptional attention to detail and organizational skills.
Ability to maintain confidentiality and handle sensitive information.
Strong vendor knowledge and established carrier relationships.
Demonstrates urgency, responsiveness, and a proactive client-service mindset.
Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire.

Responsibilities

Prepare client meeting materials, presentations, and post-meeting follow-up documentation
Maintain account action logs and track client deliverables to completion
Organize and manage client folders, records, and documentation
Support Open Enrollment (OE) preparation, including decks, materials, and document review
Assist consultants with client deliverables, renewals, and reporting
Coordinate escalated claims issues and work directly with carriers and vendors for resolution
Support benefit plan implementations, vendor calls, and ongoing operational updates
Manage RFP build-out, gather requirements, and submit marketing materials to carriers
Process fees, commissions, and related administrative updates
Review and interpret utilization reports, plan performance trends, and benchmarking data
Support plan design modeling, renewal preparation, and client reporting tools
Maintain internal systems (BAM, Partner Systems), perform data entry, quality control, and workflow management