6 employee benefits financial consultant jobs found in Plano

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....

FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: FirstChoice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within Texas, Oklahoma, Louisiana & Arkansas. The ideal candidate will be remote based and live in Texas . The Regional Sales...

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 Analyst to join our growing team in Plano, TX ! The SR Benefits Analyst is responsible for collaborating with internal teams and external partners to ensure timely resolution of client needs, including benefit plan updates, reporting requests, and vendor coordination. Reviews and interprets utilization trends and plan performance to support client discussions and renewal preparation. Assists in developing plan design recommendations and ensures smooth implementation of benefit changes, always prioritizing client satisfaction and operational excellence. How You Will Contribute: Meeting preparation and takeaways Account and action log management C Client folder organization and management OE meeting prep and presentation OE documents review and completion Escalated...

Client Manager, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience. You will Assume overall responsibility for management of clients (100-1999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions. Strategically managing the lifecycle of a client to drive...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the...

Description Role Overview This position plays a pivotal role in driving the development and deployment of the end-to-end Unified Insurance Platform (UIP) leveraging Guidewire PolicyCenter. It is a highly impactful and visible opportunity to inspire teams and shape the future of insurance technology within the organization. Technical Oversight and Engineering Solutions The role is responsible for providing technical direction and engineering solutions for the most complex and strategic system and application development initiatives. This involves implementing technological advancements that align with business objectives and long-term strategies, developing thorough and integrated system, technical, and product recommendations. Design Reviews and Architecture Standards The incumbent oversees design reviews and frameworks for multiple product teams and substantial portfolios. By collaborating closely with Solution Architects and Tech Enablement, this...