Sr Benefits Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Specialist to join our growing team in Plano, TX.Assists the Senior Benefit Consultant, VP or SVP in servicing the consulting needs of the employee benefit clients. The Senior Benefits Specialist role is instrumental in supporting the strategic and day‑to‑day servicing needs of clients by managing core account operations, coordinating client deliverables, and ensuring consistent execution of service expectations.

• Fee/Commission Submission
  - Manage and submit fees and commissions upon receipt of signed agreement from the account lead.
• Internal IO Audit Preparation
  - Prepare necessary documents and information for audits to ensure compliance and accuracy.
• Assist Consultants with Client Deliverables
  - Prepare content and data elements for client deliverables and meetings.
• Dedicated Day-to-Day Client Support
  - Provides dedicated day-to-day client support focused on managing escalated claims issues, resolving complex billing and service issues, supporting vendor implementation calls, and serving as a trusted point of contact to build and maintain strong client relationships.
• Meeting Preparation and Takeaways
  - Prepare materials for meetings and document key meeting takeaways on the action log.
• Open Enrollment Preparation and Presentation
  - Develop and prepare content for Open Enrollment meetings and client deliverables. The Senior Benefits Specialist leads or supports in-person and virtual Open Enrollment presentations and produces recorded content as needed.
• Vendor Implementation and Calls
  - Oversee assigned vendor implementation processes and participate in calls to manage expectations and progress.
• Escalated Claims and Billing Issue Resolution
  - Addresses and resolves escalated claims and billing issues to ensure client satisfaction and timely resolution.
• BAM (Benefit Account Management System) System
  - Maintain the Benefit Account Management System to ensure information is current and accurate.
• Conduct Client Status calls
  - Present the action log and open items during monthly/weekly status calls.
• Benefits Specialist Duties & Functions
  - In addition to the responsibilities outlined above, this role is expected to perform all essential duties and responsibilities previously associated with earlier progression roles, as the scope of this position encompasses and builds upon those functions.

• Bachelor’s degree in accounting/finance/business/economics or equivalent work experience
• 2-3+ years financial experience with a thorough understanding and knowledge of employee benefits
• 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 requirements.
• Must obtain and maintain active Life/Accident and Health Insurance Agent License within one year.
• 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 for this position.

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan…