Senior Consultant

Brown & Brown is seeking a Large Group Senior Employee Benefits Consultant to join our growing team in Phoenix, AZ!

The primary responsibility of the Large Group Senior Employee Benefits Consultan t is to manage their assigned book of business with a high level of independence and autonomy. The Senior Employee Benefits Account Executive will have a comprehensive knowledge base of Employee Benefits, including funding mechanisms, compliance requirements, and benefit trends. The Senior Employee Benefits Account Executive is a coach and mentor for the team and uses discretionary judgment on advanced tasks and special projects that support the success of the Employee Benefits Team and the firm

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How You Will Contribut

• e:Work with producers on new business opportunities, including attending initial prospect visits and/or finalist presentations to understand the group's culture and company details and establish a working relationshi
• p.Work with the Account Manager to ensure the group is onboarded in a timely, comprehensive manner that meets customer expectations and B&B’s internal policies and procedure
• s.Work with Account Manager, Marketing, and Tech teams to provide all customer deliverables (reporting, renewals, benefit guides, marketing strategy, OE materials, contributions strategies, project timelines, technology, and wellness strategies, etc
• .)Formulate marketing strategy with the customers and communicate details to the marketing tea
• m.Introduce B&B products or services that further the customer’s benefits goals, grow revenue for B&B, and support retentio
• n.Coordinate with Marketing/Tech team to establish timelines, deliverables, communicate marketing strategy, required carriers, contribution strategies, plan alternate
• s.Communicate with the Account Manager to establish open enrollment timeline
• s.Communicate with the Marketing/Finance team around deadlines and go to marke
• t.Act as primary contact for the assigned Account Manager for escalated service and compliance issu
• esReview all existing plans and accompanying plan documents. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, et
• c.Coordinate compliance review within the first 6 months of a customer relationship and ensure B&B meets any resulting commitment
• s.Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events, et
• c.Assist with RFP response
• s.Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meeting
• s.Advise customers on all matters related to their benefits and resolve escalated issues from the internal tea
• m.Deliver, or coordinate coverage for, open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have establishe
• d.Accountable for ensuring all IO responsibilities are met for their customer

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Licenses & Certification

• s: AZ Life and Health Licen

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Skills & Experience to be Success

• ful:A minimum of a 4-year degree or equivalent work experience is requi
• red.9+ years of employee benefits experience with a thorough understanding and knowledge of employee bene
• fitsWell-versed with level and self-funded gr
• oups4+ years of financial experie
• nce.Proficient in Microsoft Office prog
• ramsAbility to maintain a high level of confidential
• ity.Familiarity with complex benefit is
• suesExcellent verbal and written communication sk
• illsStrong analytical and critical thinking abi
• lityAbility to work independen
• tly.Detail-oriented with excellent organizational ski