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Benefits Consultant
Brown & Brown Insurance. Assume overall responsibility for project management of an assigned book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management and client service coordination, with a strong focus on employee benefit concepts and compliance. Proficient in developing go-to-market strategies and managing multiple projects in a fast-paced environment.
Highest-signal resume keywords
Project ManagementEmployee Benefit KnowledgeCommunication SkillsOrganizational SkillsMicrosoft Office Proficiency
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 Benefit ConceptsFully Insured ProductsSelf-Funded ProductsMedical BenefitsDental BenefitsVision BenefitsDisability InsuranceLife InsuranceHIPAA ComplianceCOBRA Compliance
Soft Skills
Presentation SkillsMotivational SkillsMulti-Tasking Ability
Tools & Technologies
AMS360ImageRightMicrosoft PowerPointMicrosoft ExcelMicrosoft Word
Certifications & Qualifications
Florida License 2-15
Industry Keywords
Project TimelinesOpen EnrollmentCompliance IssuesContribution StrategiesPlan Alternatives
About the role
Key responsibilities & impact- Assume overall responsibility for project management of an assigned book of business
- Manage day-to-day operations and communicate with internal support departments
- Coordinate aspects of the client service process
- Accompany the Broker on initial prospect visits
- Communicate new-client details to the onboarding team and provide AOR letters
- Coordinate with department heads to assign a dedicated account team
- Work with internal teams to deliver reporting, renewals, benefit guides, open-enrollment materials, project timelines, technology, and wellness strategies
- Formulate go-to-market strategy with clients and communicate details to the marketing team
- Coordinate marketing and finance timelines, deliverables, carrier RFPs, contribution strategies, and plan alternatives
- Review existing plans and COCs; identify coverage gaps, compliance issues, and recommended changes or enhancements
- Communicate items requiring implementation or review to Compliance
- Establish open-enrollment timelines with the Communications team
Requirements
What you’ll need- Florida License 2-15 or obtain within first 90 days
- Bachelor’s Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience
- Travel – 30% minimum
- Strong knowledge of employee benefit concepts and practices including Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA
- Exceptional organizational and presentation skills
- Ability to act and motivate others to follow and achieve desired results
- Excellent verbal and written communication
- Strong ability to multi-task and handle multiple projects in fast paced environment
- Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word
- Routine travel may require driving a personal or rental vehicle
- Acceptable results of an MVR report at hiring and periodically thereafter
- Maintenance of minimum acceptable insurance coverages
- Working knowledge of AMS360 and ImageRight (preferred)