Benefits Account Analyst

2 days ago


Kansas City, Missouri, United States Brown & Brown Insurance Full time
Job Summary

We are seeking a highly skilled Benefits Account Analyst to join our team at Brown & Brown Insurance. As a Benefits Account Analyst, you will play a critical role in servicing the financial consulting needs of our employee benefit clients.

Key Responsibilities
  • Monitor and analyze financial data for clients, including monthly financial reports and utilization metrics.
  • Prepare and send financial reports to clients with analysis of activity and large claim detail.
  • Identify and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
  • Prepare financial exhibits, including financial projections, large claim analysis, and demographics analysis.
  • Work with team leads to develop reporting requirements and customizations.
  • Coordinate and execute the implementation of new client custom reporting packages.
  • Assist account executives and benefits consultants in preparing requests for proposals and renewals of benefit coverages.
  • Manage benefit renewal delivery and confirmation process.
  • Create and review employee benefit guides, presentations, and other client communications.
Requirements
  • Bachelor's degree in Accounting, Finance, Business, or Economics, or equivalent work experience.
  • 2+ years' experience with a thorough understanding and knowledge of employee benefits.
  • Proficient with MS Office Suite, including Microsoft Excel.
  • Strong analytical and critical thinking ability.
  • Ability to maintain confidentiality and exercise judgment.
  • Excellent verbal and written communication skills.
  • Ability to work independently and prioritize tasks.
  • Detail-oriented with excellent organizational skills.
  • Demonstrates a sense of urgency and proactive approach to meeting client financial requirements.
  • Must obtain and maintain active Life/Accident and Health Insurance Agent License within one year.
Benefits

We offer a comprehensive benefits package, including health benefits, financial benefits, mental health and wellness, and beyond benefits. Our benefits package is designed to support the total well-being of our teammates.


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