Client Solutions Analyst
Listed on 2026-08-26
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IT/Tech
IT Business Analyst, Systems Analyst, IT Consultant, Technical Support
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is in search of a Client Solutions Analyst to join their team. The Client Solutions Analyst supports clients by documenting requirements, designing, and configuring the benefits system to meet client enrollment and administration needs.
The CSA will implement and maintain client business rule requirements and setup of portals via configuration on some of the more complicated and high-profile cases.
- Identify client’s needs to determine impact on the system and to find solutions around system limitations.
- Recommend system solutions to clients during the Open Enrollment process.
- Implement/Maintain Client Business Rules Requirements.
- Implement/Maintain Client setup and Portals via Configuration.
- Configure the system based on business requirements including:
Benefit Plans, Coverage Tiers, Premium Factors, Rates Employee Classes, Departments, Worksites Eligibility, Waiting Periods Billing Groups, Payroll Calendars, Payroll buckets. - Design and create portal enrollment transactions based on business requirements including:
Transaction groups, steps, and plans. - Confirmation Statement configuration Step Header/Footer text Eligibility, effective dates, and enrollment dates.
- Verify client(s) benefit configuration setup information for accuracy.
- Implement inbound/outbound vendor files: demographic and deduction.
- Actively participate in internal testing for new enhancements and releases for HRally.
- Coordinate new functionality in the benefits system with product development and developers.
- Research/Troubleshoot client inquiries regarding system and process issues.
- Perform other duties as assigned.
- Bachelor’s degree;
- required 3-5 years of technical experience;
- required Advance knowledge of Microsoft Office Suite;
- required Experience interpreting business requirements;
- required Knowledge or experience working with configurations;
- required Basic/Beginner SQL knowledge;
- preferred Benefits experience a plus.
Pay Range 65000 - 70000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being- 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 - Beyond Benefits:
Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.
With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.
We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.
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