SR Benefits Specialist

Brown & Brown Insurance•Plano, TX

8d•Onsite

About The Position

Brown & Brown is seeking a SR 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

Must obtain and maintain active Life/Accident and Health Insurance Agent License
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.

Responsibilities

Prepare meeting materials, presentations, and follow-up documentation.
Maintain account action logs and track deliverables.
Organize and manage client folders and documentation.
Support Open Enrollment (OE) preparation, including OE decks, materials, and document review.
Assist consultants with client deliverables, renewal prep, and reporting.
Coordinate escalated claims issues and work directly with carriers and vendors to resolve them.
Support benefit plan implementations, vendor calls, and ongoing operational updates.
Manage RFP buildout, gather requirements, and submit marketing materials to carriers.
Submit fees, commissions, and related administrative updates as needed.
Review and interpret utilization reports and plan performance trends.
Assist with plan design modeling, renewal preparation, and benchmarking.
Support development and maintenance of “Benefits Client Spotlight” and other client reporting tools.
Maintain internal systems including BAM, Partner Systems, and client records.
Review and prepare documents for accuracy, compliance, and client readiness.
Perform data entry, quality control, and workflow management to ensure timely service delivery.