Sr. Financial Consultant

Brown & Brown Insurance•Houston, TX

About The Position

Brown & Brown is seeking a Sr. Financial Consultant to join their growing team. The Sr. Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. They utilize industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes. This role independently evaluates financial and utilization metrics for clients, including monthly financial reports, utilization metrics, and benchmarks, and assists in negotiating renewal proposals and preparing/recommending plan changes and/or alternative funding recommendations.

Requirements

Strong analytical and critical thinking ability from industry experience.
Ability to work independently and exercise judgment.
Strong knowledge of relationships with vendors.
Microsoft Excel – Strong expert level skills.
Detail-oriented with excellent organizational skills.
Ability to maintain a high level of confidentiality.
3 to 5 years of related experience.
Proficient with Microsoft Office Suite
Strong knowledge of relationships with vendors.

Responsibilities

Oversight of monthly financial reports.
Develop reporting requirements and customizations in those reports.
Support Benefit Consultants in preparing requests for meetings including coverages & contracts.
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy.
Performing demographic analysis, claims reviews, and other projects on prospective clients.
Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings.
Able to perform all Senior Analyst Tasks.