SR Benefits Specialist

Position Overview Brown & Brown is seeking a Senior Benefits Specialist to join our growing team in Plano, TX. The role supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. The specialist collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. How You Will Contribute Client & Meeting Support: Prepare meeting materials, presentations, and follow‑up documentation; maintain account action logs and track deliverables; organize and manage client folders and documentation; support Open Enrollment preparation including decks, materials, and document review; assist consultants with client deliverables, renewal prep, and reporting. Plan Management & Issue Resolution: Coordinate escalated claims issues and work directly with carriers and vendors to resolve them; support benefit plan implementations, vendor calls, and ongoing operational updates; manage RFP buildout, gather requirements, and submit marketing materials to carriers; submit fees, commissions, and related administrative updates as needed. Analysis & Reporting: Review and interpret utilization reports and plan performance trends; assist with plan design modeling, renewal preparation, and benchmarking; support development and maintenance of “Benefits Client Spotlight” and other client reporting tools. Systems & Administrative Management: Maintain internal systems including BAM, Partner Systems, and client records; review and prepare documents for accuracy, compliance, and client readiness; perform data entry, quality control, and workflow management to ensure timely service delivery. Licenses and Certifications Must obtain and maintain an active Life/Accident and Health Insurance Agent License. Skills & Experience to Be Successful Bachelor’s degree or equivalent work experience. 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans. Proficiency in Microsoft Office Suite; advanced to expert Excel skills required. Strong analytical and critical‑thinking capabilities. Excellent verbal and written communication skills. Ability to work independently, prioritize effectively, and apply sound judgment. Exceptional attention to detail and organizational skills. Ability to maintain confidentiality and handle sensitive information. Strong vendor knowledge and established carrier relationships. Demonstrates urgency, responsiveness, and a proactive client‑service mindset. Potential Travel Position may require routine or periodic travel, which may require the team member to drive their own vehicle or a rental vehicle. Motor Vehicle Record report results will be required at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages is required. Benefits & Total Well-Being Health: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance. Financial: ESPP, 401(k), Student Loan Assistance, Tuition Reimbursement. Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services. Paid Time Off, Holidays, Preferred Partner Discounts and more. Equal Opportunity Employer Brown & Brown is an equal opportunity employer. We are committed to fostering an inclusive environment comprised of people from all backgrounds, guided by our Diversity, Inclusion & Belonging (DIB) motto. We strive to attract individuals who are competitive, driven, and disciplined, and who are committed to always doing what is right. #J-18808-Ljbffr