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.
Skills & Experience to Be Successful:
- Proficient with Microsoft 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 & written communication skills
- Ability to work independently and exercise judgment
- Detail oriented with excellent organizational skills
- Strong knowledge of and relationships with vendors