Benefits Consultant

Brown & Brown Insurance

Benefits Consultant at Brown & Brown managing employee account responsibilities and client benefits strategies. Strong analytical skills needed for financial reporting and compliance advisory.

Posted 4/11/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

The Benefits Consultant is responsible for employee benefits account management responsibilities.
This includes day to day client contact and assistance with daily service functions.
Utilizes technical expertise to retain present clients.
Administers marketing and renewal functions.
Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.
Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis.
Development and execution of client benefit strategy.
Independently advises clients on all areas of compliance.
Provide client utilization and financial reporting to Team Lead and to clients.
Partners with Team Lead to lead client meetings and presentations.
Partners with Team Lead to onboard new clients.
Strong knowledge of and relationships with vendors.
Monitor monthly financials for client including entry of data into client exhibits.
Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.
Assists Team Lead in preparing requests for proposals and renewals of benefit coverages.

Requirements

What you’ll need

Minimum of 4 year degree or equivalent work experience required.
5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
1+ years financial experience
Proficient with MS Office Suite
Microsoft Excel – Strong to expert level skills required
Strong analytical and critical thinking ability
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Ability to work independently.
Detail oriented with excellent organizational skills.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

employee benefits account managementfinancial reportingutilization metrics analysisfinancial projectionslarge claim analysisstop loss analysisdemographics analysisIBNRdata entryreporting requirements development

Soft Skills

analytical thinkingcritical thinkingconfidentialityverbal communicationwritten communicationindependencedetail orientedorganizational skills