Financial Consultant

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 in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.

How You Will Contribute:

• Oversight of monthly financial reports.
• Develop reporting requirements and any 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.

Skills & Experience to Be Successful:

• Strong analytical and critical thinking ability from industry experience
• Ability to work independently and exercise judgment
• Strong knowledge of and relationship with vendors
• Microsoft Excel Strong to 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

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

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". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world's largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammatesnot employees, and leadersnot managers. Everything we do is about the greater "WE"never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared missionalways doing what is best for our customers.