Financial Analyst

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 Analyst to join our growing team in Milwaukee, WI!

The Financial Analyst assists the Team Lead in servicing the financial consulting needs of the employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise . Role includes evaluating financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assisting with other ad hoc reports and analysis.

How You Will Contribute:

• Monitor monthly financials for client including entry of data into client exhibits

• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.

• Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.

• Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.

• Coordinates and executes the implementation of new client custom reporting packages

• Assists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages

• Basic knowledge of compliance and regulations in the benefits arena.

• Participate in market meetings, seminars, and training programs as directed.

• Performs miscellaneous duties and projects. This may include involvement in presentations, client functions, and meetings. • Other duties may be assigned.

Licenses and Certifications:

• Must obtain and maintain active Life/Accident and Health Insurance Agent License within a year.

Skills & Experience to Be Successful:

• Bachelor Degree in Accounting/Finance/Business/Economics or equivalent work experience

• 1+ years financial experience with a thorough understanding and knowledge of employee benefits

• Proficient with MS Office Suite

• Microsoft Excel - Strong to expert level skills

• Strong analytical and critical thinking ability

• Ability to maintain a high level of confidentiality

• Excellent verbal and written communication skills

• Ability to work independently and exercise judgement

• Demonstrates a sense of urgency and a proactive approach to meeting client financial requirements .

• 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".