Employee Benefits D & A Team Lead (Insurance)

Location: Portland, Oregon, USA; occasional local travel to customers or prospects may be requested.

Company

Brown & Brown is an insurance and employee benefits organization focused on customer-focused advisory services.

What you will do

• Lead financial consulting for an assigned book of business and department by evaluating financial and utilization metrics.
• Set team goals and direct the Data & Analytics function in partnership with the Employee Benefits Leader.
• Supervise, coach, train, and develop D&A teammates while managing workload, assignments, performance, and measurable goals.
• Negotiate renewals and recommend insurance solutions, alternative strategies, plan modeling, and cost-reduction opportunities.
• Oversee financial reports and client deliverables, and participate in client and prospective client meetings.
• Build professional relationships with carrier partners and internal teams, including Technology, Account Managers, and Producers.

Requirements

• Bachelor’s degree with at least three years of experience in Employee Benefits Administration, or a high school diploma with at least five years of related experience; equivalent combinations of education and experience may be considered.
• Current Life & Health Insurance License for the required states, maintained throughout employment.
• Knowledge of group health and welfare benefit plans, legislation, regulations, underwriting principles, selection, pricing, rating, and premium calculation.
• Proficiency with Microsoft Windows, Office 365, Word, and Excel.
• Excellent customer service, interpersonal, communication, and confidentiality skills.
• Ability to learn agency management websites quickly.

Culture & Benefits

• Meritocratic culture that rewards self-starters and customer-focused performance.
• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and additional benefits subject to eligibility and waiting periods.