Senior Benefits Consultant

Brown & Brown Insurance Apopka, Florida
senior team marketing strategy data meetings coordinate heads finance rfp contribution compliance travel
November 18, 2022
Brown & Brown Insurance
Apopka, Florida

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Senior Benefits Consultant for its Employee Benefits team in Maitland, FL!

This individual will assume overall responsibility for the project management of assigned book of business. They will should be able to act and motivate others to follow and achieve desired results regarding employee benefit concepts.


  • Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship

  • Communicate to onboarding team the new client details and provide the AOR letters

  • Coordinate with department heads to assign a dedicated team to the account, once a group has been sold

  • Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.)

  • Formulate go to market strategy with client and communicate details to marketing team.

  • Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc.

  • Review all existing plans and COC's. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc.

  • Communicate to compliance on items that need to be implemented or reviewed for client

  • Communicate with Communications team to establish open enrollment timelines

  • Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements

  • Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client

  • Meet with all department heads to regularly communicate progress and timelines for each client

  • Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc.

  • Assist with RFP responses

  • Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary

  • Advise clients on all matters related to their benefits and resolve escalated issues from internal team

  • Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings.

  • Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established

  • Travel to client sites as required


  • Bachelor's Degree or a combination of a HS diploma with 5 years marketing or underwriting benefits experience.

  • 2-15 Life and Health license

  • Strong, general base knowledge of employee benefit concepts and practices including but not limited to fully insured and self- funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA.

  • Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word

  • This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter is a requirement of this position.

  • Working knowledge of BenefitPoint and ImageRight preferred


  • Excellent growth and advancement opportunities

  • Competitive pay based on experience

  • Discretionary Time Off (DTO)

  • Generous benefits package: health, dental, vision, 401(k), etc.

  • Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Report this job

Similar jobs near me