VP, Senior Benefits Consultant

Brown & Brown Insurance•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. Responsible for employee benefits account management responsibilities. This includes day to day client contact. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assist clients with daily service functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis. Essential Duties and Functions: All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks. Fully manage book of business, retention and growth. Development and execution of client benefit strategy. Independently advises clients on all areas of compliance. Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Strategic resource, financial strategy lead and client escalations. Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail. Prepare proficient level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc. Develop proficient level reporting requirements and any deviations or customizations in those reports. Leads client meetings, presentations and onboarding new clients. Participate in market meetings, seminars and training programs. Provide guidance/training to Consultants/Account Managers and Analysts. May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc.

Requirements

Minimum of 4 year degree or equivalent work experience required.
9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
4+ years financial experience.
Proficient with MS Office Suite
Microsoft Excel – Strong to expert level skills required
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Strong analytical and critical thinking ability
Ability to work independently.
Detail oriented with excellent organizational skills.
Must obtain and maintain active Life/Accident and Health Insurance Agent License
This position may require routine or periodic travel which may require the teammate 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

Employee benefits account management
Day to day client contact
Retain present clients
Administers marketing and renewal functions
Assist clients with daily service functions
Servicing the financial consulting needs of the employee benefit clients
Independently evaluates financial and utilization metrics for clients
Manage book of business, retention and growth
Development and execution of client benefit strategy
Independently advises clients on all areas of compliance
Monitor/prepare and review monthly financial reports
Prepare financial/underwriting exhibits
Develop reporting requirements and any deviations or customizations in those reports
Leads client meetings, presentations and onboarding new clients
Participate in market meetings, seminars and training programs
Provide guidance/training to Consultants/Account Managers and Analysts
May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc.