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 SR Benefits Specialist to join our growing team in Plano, TX ! The Benefits Specialist supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. This role collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. The specialist reviews plan utilization, interprets performance trends, and assists in developing renewal and plan design recommendations. This position plays a key role in preparing client materials, managing project timelines, and ensuring smooth operational execution—always with a focus on accuracy, client satisfaction, and service excellence.

How You Will Contribute:

Client & Meeting Support Prepare meeting materials, presentations, and follow‑up documentation. Maintain account action logs and track deliverables. Organize and manage client folders and documentation. Support Open Enrollment (OE) preparation, including OE decks, materials, and document review. Assist consultants with client deliverables, renewal prep, and reporting. Plan Management & Issue Resolution Coordinate escalated claims issues and work directly with carriers and vendors to resolve them. Support benefit plan implementations, vendor calls, and ongoing operational updates. Manage RFP buildout, gather requirements, and submit marketing materials to carriers. Submit fees, commissions, and related administrative updates as needed. Analysis & Reporting Review and interpret utilization reports and plan performance trends. Assist with plan design modeling, renewal preparation, and benchmarking. Support development and maintenance of "Benefits Client Spotlight" and other client reporting tools. Systems & Administrative Management Maintain internal systems including BAM, Partner Systems, and client records. Review and prepare documents for accuracy, compliance, and client readiness. Perform data entry, quality control, and workflow management to ensure timely service delivery.

Licenses and Certifications:

Must obtain and maintain active Life/Accident and Health Insurance Agent License Skills & Experience to

Be Successful:

Bachelor's degree or equivalent work experience. 3+ years of employee benefits experience with strong foundational knowledge of group health & welfare plans. Proficiency in Microsoft Office Suite; Advanced to expert Excel skills required . Strong analytical and critical‑thinking capabilities. Excellent verbal and written communication skills. Ability to work independently, prioritize effectively, and apply sound judgment. Exceptional attention to detail and organizational skills. Ability to maintain confidentiality and handle sensitive information. Strong vendor knowledge and established carrier relationships. Demonstrates urgency, responsiveness, and a proactive client‑service mindset. This position may require routine or periodic travel, which may require the team members 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 of this position Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including:

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. The Power To Be Yourself 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".