Brown & Brown is seeking Senior Financial Analyst to join our growing team in Plano, TX!  

The Senior Financial Analyst leads and oversees the servicing the financial consulting needs of the 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:  

• Senior Analyst Tasks +
• 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.
• Assists Account Executives/Benefits Consultants in preparing requests for proposals, renewals of benefit coverages, contracts, summary plan descriptions, agreements, etc.
• Participate in prospective client finalist presentations to represent the B&B 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. This includes involvement in presentations at client functions and meetings.
• Other duties may be assigned.

Skills & Experience to be Successful: 

• 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

• 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.