Senior Benefits Specialist

Overview Built on meritocracy, our unique company culture rewards self‑starters who commit to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Specialist to join our growing team in Plano, TX. The Senior Benefits Specialist supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. Responsibilities Prepare client meeting materials, presentations, and post‑meeting follow‑up documentation. Maintain account action logs and track client deliverables to completion. Organize and manage client folders, records, and documentation. Support Open Enrollment (OE) preparation, including decks, materials, and document review. Assist consultants with client deliverables, renewals, and reporting. Coordinate escalated claims issues and work directly with carriers and vendors for resolution. Support benefit plan implementations, vendor calls, and ongoing operational updates. Manage RFP build‑out, gather requirements, and submit marketing materials to carriers. Process fees, commissions, and related administrative updates. Review and interpret utilization reports, plan performance trends, and benchmarking data. Support plan design modeling, renewal preparation, and client reporting tools. Maintain internal systems (BAM, Partner Systems), perform data entry, quality control, and workflow management. Licenses & Certifications Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire. Qualifications 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. Travel This position may require routine or periodic travel, which may require the team members to drive their own vehicle or a rental vehicle. Acceptance 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. Benefits Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance. Financial Benefits: ESPP, 401(k), Student Loan Assistance, Tuition Reimbursement. Mental Health & Wellness: Free Mental Health and Enhanced Advocacy Services. Paid Time Off, Holidays, Preferred Partner Discounts and more. EEO Statement As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status. #J-18808-Ljbffr