4 client advocate jobs found in Plano, TX

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Responsible for employee benefits account management responsibilities.  This includes day to day client contact.  Utilizes technical expertise to retain present clients.   Administers marketing and renewal functions. Assist clients with daily service functions.   Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis. Essential Duties and Functions :   All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks.  Fully manage book of business, retention and growth. Development and execution of client benefit strategy....

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 Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations. How You Will Contribute: Oversight of monthly financial reports. Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts....

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 Analyst   to join our growing team in   Plano, TX! Summary: The Benefits Analyst 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 analyst 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. Essential Duties and Functions:...

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 Consultant (Large Market) to join our growing team in Plano, TX!       The S enio r Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4–5 years. This is a highly client-facing, service-oriented role that demands strategic consulting, operational excellence, and the ability to lead all aspects of H&W benefits programming, plan performance, and engagement.       Working in close partnership with a tenured VP, Sr Benefits Consultant, the Sr Benefits...