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Senior Customer Success Analyst
Brown & Brown InsuranceCustomer Success Senior Analyst at Brown & Brown providing support for Employee Navigator and client benefits technology solutions. Engaging with clients to optimize benefits enrollment and compliance throughout the plan year.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Navigatorbenefits technologysoftware implementationbenefits enrollmenteligibilityplatform configurationdatabase-driven platformsweb-based platformsMicrosoft Office Suiteroot cause analysis
Soft Skills
communicationcustomer serviceattention to detaildeadline managementteamworkcollaborationknowledge sharingclient-focused approachdiscretionproblem-solving
Certifications & Qualifications
Associate’s degreeBachelor’s degree
Industry Keywords
insuranceemployee benefitsHRfinancial servicesSOPsopen enrollmentprocess improvementclient supportescalated issuesmoderately complex clients
About the role
Key responsibilities & impact- Serve as a subject‑matter resource for Employee Navigator in client meetings and internal collaboration.
- Perform root cause analysis to diagnose and resolve escalated platform and enrollment issues.
- Service new and existing moderately (or greater) complex client Employee Navigator websites, following established SOPs and best practices.
- Support moderate‑complexity (or greater) clients and enhancement projects.
- Provide daily direct support to assigned clients and indirect support through teammate development.
- Anticipate and respond to client questions related to benefits enrollment, eligibility, and system functionality.
- Support open enrollment preparation, testing, validation, and post‑open enrollment issue resolution.
- Promote teamwork, collaboration, knowledge sharing, and a positive, client‑focused approach.
- Maintain accuracy, quality, and timeliness while managing multiple client priorities.
- Interpret and follow SOPs and contribute recommendations for process and platform improvements related to Employee Navigator.
Requirements
What you’ll need- Associate’s or Bachelor’s degree or equivalent work experience
- 2–5 years of benefits technology or software implementation experience
- Hands‑on experience with Employee Navigator
- Experience supporting benefits enrollment, eligibility, and platform configuration
- Ability to quickly learn and apply new systems and concepts
- Proficient with Microsoft Office Suite
- Strong experience working with database‑driven, web‑based platforms
- Professional, confident communication style with strong customer‑service skills
- Exceptional attention to detail and strict deadline management
- High level of discretion and confidentiality
- Ability to travel occasionally if requested (less than 5%)
- Experience in insurance, employee benefits, HR, or financial services environments (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.