Job Description

Financial Consultant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Financial Consultant to join our growing team!

The Financial Assistant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients. Utilizes technical knowledge to retain clients by providing financial expertise. Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis. This is a client-facing role that will include some involvement in presentations at client functions and meetings.

How You Will Contribute:

• 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.
• Work with team to develop and present financial deliverables that address current and future client needs and requests.
• Assist in development, review, and presentation of data analytics.
• Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy and role expectation as part of the team. This may include performing demographic analysis, claims reviews, and other projects on prospective clients to assist Sales team in pursuit of prospect.
• Oversight of Financial Analysts monthly financial reports/client exhibits and large claim detail as needed.
• Maintains proficient/expert knowledge of compliance and regulations in the benefits arena.
• Performs miscellaneous duties and projects.

Skills & Experience to Be Successful:

• Bachelor's Degree in Accounting/Finance/Business/Economics
• ASA or FSA with 10+ years of employee benefits financial experience
• 5+ years employee benefits financial experience required
• Active Life/Accident and Health Insurance Agent License or must obtain within a year of employment
• This is a client-facing role that will include some involvement in presentations at client functions and meetings.
• Proficient with MS Office Suite
• 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
• Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements

Pay Range

$100,000 - $120,000 Annual

Teammate Benefits & Total Well-Being

• 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

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