Financial Resources Consultant – Employee Benefits, National Accounts Underwriting

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🕒 6 days ago

🐊 Florida, Kansas, +3 more states – Remote

🐊 Florida – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental • Serves as the primary financial expert and contact for the account teams and is responsible for all financial aspects of SNS’ clients’ programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence • Uses an evidence-based approach to analyze SNS’ clients’ experience • Partner with the Sales and Service organizations to develop a strategy that addresses trends in the experience, make relevant recommendations and communicate this narrative through internal and external facing presentations • Evaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients • Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components • Prices self-insured products using complex data extracts • Supports the Account teams with ad-hoc financial analysis • Provides ROI analysis and exhibits • Creates client-ready reports and presentations • Develops new reports and tools • Participates in client meetings and conference calls as needed to provide underwriting and financial expertise • Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor • Develops client-specific statutory feasibility analysis.

🎯 Requirements

• Bachelor’s degree in Business, Finance, Economics, Mathematics or Statistics • At least 3-5 years Group Underwriting experience, preferably for clients with greater than 2500 lives • Expert-level skill in Microsoft Excel • Proficient with MS Office Suite • Excellent interpersonal skills • Ability to maintain a high level of confidentiality • Strong analytical skills; proficient in working with complex data sets.

🏖️ Benefits

• 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.