What are the responsibilities and job description for the Employee Benefits Analyst position at Brown & Brown Insurance?
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Summary:
Responsible for employee benefits account management responsibilities. This includes day to day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.
Essential Duties and Functions:
All responsibilities that fall within the Sr. Benefits Analyst career track, plus:
- Proactive development and execution of client benefit program strategy
- Ability to lead client meetings, as appropriate
- Onboarding of new clients
- Strong product & industry knowledge
- Development of relationships with vendors
- Reduced guidance needed from Team Lead on day-to-day tasks & deliverables
- Ability to guide and provide insight on team tasks, training & onboarding
- Awareness of opportunities for client revenue enhancement
- Proficient in compliance, benchmarking, renewal & marketing processes and deliverables
- Prepare and audit client benefit statements
- Adherence of 2-day advanced preparation of meeting materials in order to properly accommodate peer review process
Behavioral Competencies:
BE Gritty, courage - Steps up to address difficult issues, saying what needs to be said. For example, addresses actions that are inconsistent with the organization's core values. Makes tough or unpopular decisions for the good of the organization. Creates a culture that supports taking well-reasoned risks, regardless of the results.
BE a Mentor, develops talent - Develops people to meet both their career goals and the organization's goals. For example, builds long-term succession for key roles. Builds a learning culture in the team; uses teachable situations to offer insightful coaching. Recommends and facilitates activities and assignments that help people grow.
BE a Talent Magnet, attracts top talent – Attracts and selects the best talent to meet current and future business needs. For example, constantly pursues candidates, positioning the organization as a desirable workplace. Has a sophisticated understanding of people' sees the subtle weakness in strong candidates, and the skills in weak candidates.
BE Smart, decision quality - Makes good and timely decisions that keep the organization moving forward. For example, coaches’ leaders to push decision making down to the most appropriate level; challenges those who retain too much authority. Pushes for the use of sound logic and data when making organization-wide decisions.
BE the Link, drives engagement - Creates a climate where people are motivated to do their best to help the organization achieve its objectives. For example, understands people's motivations, engages them in the work, and builds a sense of energy toward common goals. Ensures that others can make decisions and take accountability. Celebrates progress.
BE Clear, communicates effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively. Keeps others well informed. Conveys information clearly, concisely, and professionally when speaking or writing.
BE Trustworthy, instills trust - Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward.
BE a Winner, drives results – Consistently achieves results, even under tough circumstances. For example, has a strong bottom-line orientation. Persists in accomplishing objectives despite obstacles and setbacks. Has a track record of exceeding goals successfully. Pushes self and helps others achieve results.
BE a Futurist, cultivates innovation - Creates new and better ways for the organization to be successful. For example, comes up with useful ideas that are new, better, or unique. Introduces new ways of looking at problems. Can take a creative idea and put it into practice.
BE Customer Focused, customer focus - Builds strong customer relationships and delivers customer-centric solutions. For example, uses customer feedback and data to drive continuous improvement; creates an environment in which team members feel a strong sense of ownership and accountability toward creating the best possible customer experience.
Behavioral competencies for LEADER’s
BE Two Steps Ahead, drives vision and purpose - Paints a compelling picture of the vision and strategy that motivates others to action. For example, makes the vision real for others and encourages people to buy in; paints an engaging and illuminating picture of future possibilities for the team. Gives people an understanding of how their efforts and contributions make a positive difference.
BE Action Oriented, action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes timely action on important or difficult issues. Identifies and pursues new opportunities that benefit the organization.
BE Strategic, strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies. For example, provides a clear picture of the organization's vision and strategy and what the team needs to do to realize them. Develops longer-term strategies that capitalize on the organization's distinct capabilities and emerging trends in the market.
BE a Coach, builds effective teams - Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. For example, connects with others on team projects and leverages their strengths and knowledge to deliver the best possible results. Champions the decisions of the team and operates in a way that builds team spirit.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required:
- Minimum of 4 year degree or equivalent work experience required.
- 4 years employee benefits experience with a thorough understanding and knowledge of employee benefits
- 1 years financial experience
- Proficient with MS Office Suite
- Microsoft Excel – Strong to expert level skills required
- Strong analytical and critical thinking ability
- Ability to maintain a high level of confidentiality
- Excellent verbal and written communication skills
- Ability to work independently.
- Detail oriented with excellent organizational skills.
- Must obtain and maintain active Life/Accident and Health Insurance Agent License
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
Physical Requirements Necessary on a Regular Basis:
- Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
- Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
- Vision sufficient for use of a computer monitor.
- Ability to sit at a desk 7-8 hours per day.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Salary : $63,200 - $80,000
