FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Senior Financial Consultant
Brown & Brown Insurance. Lead and oversee servicing of financial consulting needs for employee benefit clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and critical thinking skills to evaluate financial metrics and provide strategic insights for employee benefit clients. Proficient in Microsoft Excel and Office Suite, with a focus on developing reporting requirements and maintaining confidentiality.
Highest-signal resume keywords
Financial AnalysisClient Relationship ManagementMicrosoft Excel ExpertiseAnalytical ThinkingVendor Relationship Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingUtilization Metrics EvaluationDemographic AnalysisClaims ReviewPlan Change Recommendations
Soft Skills
Detail-OrientedOrganizational SkillsIndependent JudgmentConfidentiality Maintenance
Tools & Technologies
Microsoft Office Suite
Industry Keywords
Employee BenefitsFinancial ConsultingStrategic InsightsRenewal ProposalsBenchmarking
About the role
Key responsibilities & impact- Lead and oversee servicing of financial consulting needs for employee benefit clients
- Provide financial, industry trend, and strategic insights to retain clients and guide impactful benefit changes
- Evaluate financial and utilization metrics, including monthly financial reports, utilization metrics, and benchmarks
- Assist in negotiating renewal proposals
- Prepare and recommend plan changes and alternative funding recommendations
- Oversee monthly financial reports
- Develop reporting requirements and customizations
- Support Benefit Consultants in preparing meeting requests, including coverages and contracts
- Participate in prospective client finalist presentations representing Brown & Brown’s financial strategy
- Perform demographic analysis, claims reviews, and other projects for prospective clients
- Participate in client presentations and meetings
- Perform Senior Analyst tasks and miscellaneous duties and projects
Requirements
What you’ll need- Strong analytical and critical thinking ability from industry experience
- Ability to work independently and exercise judgment
- Strong knowledge of relationships with vendors
- Microsoft Excel – strong expert-level skills
- Detail-oriented with excellent organizational skills
- Ability to maintain a high level of confidentiality
- 3 to 5 years of related experience
- Proficient with Microsoft Office Suite
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts