Employee Benefits Financial Analyst

Brown & Brown Insurance

. Provide guidance and support for the financial consulting needs of employee benefit clients .

Posted 10/12/2026full-timeGrand Rapids • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial consulting for employee benefits, with strong analytical skills to manage financial metrics and support client negotiations. Proficient in developing customized reports and maintaining confidentiality while delivering exceptional communication and organizational capabilities.

Highest-signal resume keywords

Bachelor Degree In Accounting/Finance/Business/Economics2+ Years Employee Financial ExperienceLife/Accident And Health Insurance Agent LicenseMicrosoft Excel - Strong To Expert Level SkillsAnalytical And Critical Thinking Ability

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ConsultingUtilization Metrics ManagementFinancial ReportingDemographic AnalysisClaims ReviewPlan Change RecommendationsRenewal Proposal NegotiationReporting Requirements DevelopmentEmployee Benefits KnowledgeMS Office Suite Proficiency

Soft Skills

Excellent Verbal Communication SkillsExcellent Written Communication SkillsDetail OrientedOrganizational SkillsProactive Approach

Certifications & Qualifications

Life/Accident And Health Insurance Agent License

Industry Keywords

Employee BenefitsFinancial MetricsClient PresentationsConfidentialityFinancial Strategy

About the role

Key responsibilities & impact

Provide guidance and support for the financial consulting needs of employee benefit clients
Use technical expertise to assist clients in understanding and managing financial and utilization metrics
Collaborate with the Financial Consultant to review monthly financial reports, utilization metrics, and benchmarks
Support clients in negotiating renewal proposals
Offer recommendations for plan changes and alternative funding options
Assist in overseeing monthly financial reports
Help develop reporting requirements and customize reports as needed
Support Benefit Consultants in preparing meeting requests, including coverages and contracts
Participate in prospective client finalist presentations to represent Brown & Brown's financial strategy
Assist with demographic analysis, claims reviews, and other prospective-client projects
Perform miscellaneous duties and projects, including presentations at client functions and meetings

Requirements

What you’ll need

Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experience
2+ years employee financial experience with a thorough understanding and knowledge of employee benefits
Must obtain and maintain active Life/Accident and Health Insurance Agent License within a year
Proficient with MS Office Suite
Microsoft Excel – Strong to expert level skills
Strong analytical and critical thinking ability
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Ability to work independently and exercise judgement
Detail oriented with excellent organizational skills
Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements