Plano, TX

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 has an exciting opportunity available for a Financial Consultant for our team in Plano, TX!

Assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise. Role includes evaluating 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.

WHAT YOU'LL DO:

• Oversight of Analysts monthly financial reports/client exhibits and large claim detail.
• 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.
• Develop reporting requirements and any deviations or customizations in those reports.
• This includes involvement in presentations at client functions and meetings.
• Participate in prospective client finalist presentations to represent the Hays 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.
• Maintains proficient/expert knowledge of compliance and regulations in the benefits arena
• Performs miscellaneous duties and projects.

WHAT YOU'LL NEED:

• Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experience.
• 5+ years employee financial experience with a thorough understanding and knowledge of employee benefits
• 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
• Must obtain and maintain active Life/Accident and Health Insurance Agent License within a year

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Discretionary Time Off (DTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.