Senior Benefits Consultant

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 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 Consultant will manage day-to-day service delivery, strategic execution, and client communications, ensuring a high-touch, proactive experience. This role is designed for a polished professional with sophisticated consulting experience and offers a defined career path toward VP, Sr Benefits Consultant and ultimately SVP for those who consistently demonstrate leadership, growth impact, and service excellence.

How You Will Contribute:

• Act as Co-Service Leader with a VP, Sr Benefits Consultant to oversee all aspects of service delivery across a high-value client portfolio.

• Lead and own the execution of day-to-day client needs, including proactive planning, responsive consultation, and timely resolution of issues.

• Serve as the primary operational and consultative liaison for HR/benefits leaders, working to anticipate challenges and identify opportunities to improve service and program performance.

• Direct the planning, execution, and measurement of H&W benefit strategies in collaboration with clients and the team's Financial Consultants.

• Present renewals, mid-year plan reviews, and strategic recommendations to client stakeholders.

• Evaluate program performance and cost trends to identify opportunities for improvement, efficiency, and expansion of offerings.

• Partner with the dedicated communications marketing designer to lead the direction, content strategy, and messaging for all employee-facing materials-including Open Enrollment campaigns, benefit guides, FAQs, and digital assets.

• Ensure communication strategies are tailored to client workforce demographics, sensitive topics, and engagement goals.

• Oversee final content review to ensure alignment with client strategy, compliance requirements, and tone/style guidelines.

• Oversee carrier and vendor relationships, ensuring performance accountability, service alignment, and seamless execution.

• Lead and delegate RFP processes, including the evaluation of carrier capabilities, financial competitiveness, and operational fit.

• Drive the planning and implementation of OE, from carrier readiness and employee communications to HR training and post-enrollment analysis.

• Manage the project timeline, delegation, and cross-functional coordination to ensure a seamless OE experience.

• Collaborate with internal Compliance Team to monitor legislative and regulatory updates.

• Deliver actionable compliance guidance to clients and ensure proper documentation and governance.

• Conduct final review and approval of all H&W-related materials and deliverables to ensure accuracy, alignment, and consistency.

• Assess H&W program ROI, utilization , and gaps in existing benefit portfolios; recommend enhancements or new solutions based on client objectives and market trends.

• Continuously bring forward emerging solutions and best practices to evolve client programs.

• Provide clear strategic direction and meaningful content to the internal team's marketing communications designer, ensuring that employee education materials are aligned with client goals, resonate with diverse employee populations, and drive engagement across benefits programs.

• Collaborate cross-functionally with Benefit Analysts, Financial Consultants, Compliance, and Population Health Team, and Operations to ensure an integrated, high-quality client experience.

• Support business development and account growth through proactive planning, client trust, and strategic recommendations.

• Design and implement scalable service strategies to support the anticipated doubling of client size in the next 4-5 years.

Licenses and Certifications:

• Industry designation

Skills & Experience to Be Successful:

• 7+ years of progressive employee benefits consulting experience, with a strong focus on self-funded plans and service excellence

• Bachelor's degree from an accredited institution or similar working experience

• Proven track record of managing complex ASO clients (5,000+ enrolled lives) across medical, Rx, dental, vision, life, disability, and supplemental benefits

• Strong project management, organizational, and client-facing skills

• Exceptional verbal and written communication skills; ability to present to executive stakeholders

• Very proficient in Microsoft Office Suite, including PowerPoint (for client-facing presentations) and Excel (e.g., pivot tables, VLOOKUPs, basic modeling)

• Strong analytical and critical thinking ability

• Demonstrated judgment, attention to detail, and discretion with sensitive information

• Ability to work both independently and collaboratively in a fast-paced, high-accountability environment

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".