Financial Consultant

Brown & Brown Insurance

Financial Consultant at Brown & Brown guiding clients through plan design and funding strategies. Managing complex client relationships and vendor negotiations for robust benefit programs.

Posted 5/8/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain strong relationships with clients, including executive-level contacts
Lead strategic planning discussions to align benefit programs with organizational goals
Provide financial and analytical support to producers and attend prospect meetings
Conduct detailed financial analysis, budgeting, and benefit modeling
Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
Analyze carrier underwriting guidelines and claims data to inform renewal strategy
Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
Manage renewals and vendor marketing, including stop loss and PBM negotiations
Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
Support internal teams with cross-coverage and contribute to a collaborative service model
Resolve day-to-day service issues and ensure smooth client operations

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
Experience with collective bargaining units and multi-plan environments (preferred)
Experience in employee benefits consulting or financial analysis
Strong understanding of self-funded and fully insured funding models
Proven ability to manage complex, multi-site clients with diverse benefit needs
Excellent analytical, communication, and negotiation skills
Strategic thinker with a client-first mindset (preferred)
Comfortable navigating complex financial data and translating it into actionable insights (preferred)
Collaborative team player who thrives in a fast-paced, service-oriented environment (preferred)
Integrity-driven approach to vendor and client relationships (preferred)

Benefits

Comp & perks

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisbudgetingbenefit modelingcompliancenegotiationplan design strategiesdata analysisvendor marketingfunding modelsemployee benefits consulting

Soft Skills

relationship buildingstrategic planninganalytical skillscommunication skillscollaborationproblem-solvingclient-first mindsetintegrityteam playeradaptability

Certifications

Bachelor’s degree in BusinessBachelor’s degree in Finance