Brown & Brown Insurance

Senior Consultant

Brown & Brown Insurance

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

About the role

  • Function in a project oversight role comparable to an executive sponsor or engagement partner where the project manager delivers the day-to-day project management services
  • Lead the engagement by supporting the herronpalmer project team assigned and engaging with the most senior members of the client’s staff associated with the project (when appropriate)
  • Provide guidance to the day-to-day project leads from both herronpalmer and the client staff
  • Review and sign off on all client deliverables, unless those responsibilities have been fully delegated to the project manager
  • Support key client meetings as needed, such as selection of the RFP candidates, preparation of the scope of services document, selection of finalists, review of the best and final offer and contract award discussion
  • When assigned as the day-to-day project manager: Lead benchmarking, RFP, contracting, audit, implementation and/or relationship remediation projects coordinating with the Managing Director and/or others as necessary
  • Lead the gathering and assimilation of client- or project-specific data into project document templates
  • Manage formal project communication/interaction with service provider candidates and client
  • Oversee summarization of RFP responses which are delivered via side-by-side analyses; review, edit and approve drafts prepared by analysts
  • Facilitate client discussions (meetings or calls) related to benefit outsourcing scope of services requirements, customization of performance standards, contract terms, development of RFP questionnaires, RFP candidates, finalist selection, Mutual Value Discovery and site visit results, best and final offer outcomes and selection of the winning bidder(s)
  • Interact with client representatives from HRIT, legal, communications and other HR/Benefits functions to achieve project objectives
  • Travel to the client site with the project team as needed - may include traveling on weekends and (occasionally) international travel
  • New Business Development Responsibilities
  • Support new business opportunities identified by the Strategic Non-Medical Solutions sales and service organizations and those that come directly to herronpalmer
  • While representing the client’s objectives first and foremost, promote a collaborative working relationship with services providers which results in a positive reputation for herronpalmer and a strong pipeline of referrals to prospective clients
  • Communicate to the Managing Director and Leadership Team on the status of new business opportunities
  • General Responsibilities
  • Support internal efforts to increase the efficiency of the services we provide
  • Keep detailed and accurate track of time spent each on various tasks each day; especially client-billable work, using the tool provided
  • Communicate to the Managing Director and Leadership Team on the status of existing projects and budgets
  • Personal Development
  • Keep up to date on and engaged with the advisory and benefits industry by taking advantage of herronpalmer provided training, actively seeking expert advice from industry leaders, participating in meetings with service providers and attending approved industry events.

Requirements

  • 15+ years of business experience overall
  • 10+ years of experience employed by an industry-relevant administration outsourcing firm in a client-servicing, solution architect or sales/RFP support role, or a large corporation in an industry-relevant administration, supervisory or management role
  • Demonstrated administration/service delivery experience in at least one primary benefit domain (pension, 401(k) or H&W) in the areas of solution development, client implementation, ongoing client service delivery or sales/RFP support
  • Strong knowledge of benefit program design in at least one primary benefit domain (pension, 401(k) or H&W)
  • Deep expertise with administration best practices and systems in at least one primary benefit domain (pension, 401(k) or H&W)
  • Proficient in MS Office Suite developing documents for internal and client-ready consumption
  • Ability to work independently in a virtual work environment and achieve significant results
  • Excellent interpersonal, verbal/written communication and presentation skills