Senior Benefits Specialist

Brown & Brown Insurance

Senior Benefits Specialist role managing day-to-day service needs and supporting client teams. Requires 3+ years in employee benefits and strong analytical skills.

Posted 6/24/2026full-timePlano • Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.
Must obtain and maintain an active Life/Accident & Health Insurance License within one year of hire.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data entryquality controlworkflow managementanalytical skillscritical thinkingExcelpresentation preparationdocumentation reviewplan design modelingutilization report interpretation

Soft Skills

verbal communicationwritten communicationorganizational skillsattention to detailindependent workprioritizationsound judgmentconfidentialityclient service mindsetresponsiveness

Certifications

Life/Accident & Health Insurance License