Benefits 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 B e nefits Consultant to join our growing team in Milwaukee, WI!

The Benefits Consultant is r esponsible for employee benefits account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. 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 ad hoc reports and analysis.

How You Will Contribute:

• Development and execution of client benefit strategy.

• Independently advises clients on all areas of compliance.

• Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.

• Provide client utilization and financial reporting to Team Lead and to clients.

• Partners with Team Lead to lead client meetings and presentations. Partners with Team Lead to onboard new clients.

• Strong knowledge of and relationships with vendors.

• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.

• Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.

• Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.

• Assists Team Lead in preparing requests for proposals and renewals of benefit coverages

• Other duties may be assigned.

Licenses and Certifications:

• Must obtain and maintain active Life/Accident and Health Insurance Agent License

Skills & Experience to Be Successful:

• Minimum of 4-year degree or equivalent work experience required .

• 5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits

• 1+ years financial experience

• Proficient with MS Office Suite

• Microsoft Excel - Strong to expert level skills required

• S trong analytical and critical thinking ability

• Ability to maintain a high level of confidentiality

• Excellent verbal and written communication skills

• Ability to work independently.

• Detail oriented with excellent organizational skills.

• This position may require routine or periodic travel which may require the team member 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.

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.

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".