Senior Financial Consultant

Brown & Brown Insurance

Sr. Financial Consultant overseeing financial consulting needs for employee benefit clients.

Posted 7/10/2026full-timePlano • Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and critical thinking skills to evaluate financial metrics and provide strategic insights for employee benefit clients. Proficient in Microsoft Excel and Office Suite, with a focus on developing customized reporting and maintaining vendor relationships.

Highest-signal resume keywords

Financial ConsultingAnalytical SkillsMicrosoft ExcelVendor Relationship ManagementConfidentiality

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingUtilization Metrics EvaluationDemographic AnalysisClaims ReviewReporting Customization

Soft Skills

Detail OrientedOrganizational SkillsIndependent Judgment

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Employee BenefitsFinancial StrategyClient RetentionNegotiationStrategic Insights

About the role

Key responsibilities & impact

Leads and oversees the servicing of financial consulting needs for employee benefit clients
Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes
Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks
Assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations
Develop reporting requirements and customizations in those reports
Support Benefit Consultants in preparing requests for meetings including coverages & contracts
Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy
Performing demographic analysis, claims reviews, and other projects on prospective clients
Involvement in presentations at client functions and meetings.

Requirements

What you’ll need

Strong analytical and critical thinking ability from industry experience
Ability to work independently and exercise judgment
Strong knowledge of and relationship with vendors
Microsoft Excel – Strong to expert level skills
Detail oriented with excellent organizational skills
Ability to maintain a high level of confidentiality
3 to 5 years of related experience
Proficient with Microsoft Office Suite
Strong knowledge of and relationships with vendors

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.