Brown & Brown
Retirement Consultant-Advisor
Brown & Brown - Orlando
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Overview
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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
About The Role
The Benefits Advisory Consultant is the primary manager of project activities at various levels of responsibility, including but not limited to, project management, document preparation, data analysis and assimilation, meeting facilitation, and client and service provider communication
Core Responsibilities : include the following. Other duties may be assigned.
- Lead benchmarking, RFP, contracting, audit, implementation and/or relationship remediation projects coordinating with the Managing Director and/or Senior Consultant as necessary
- Lead the gathering and assimilation of client- or project-specific data into project document templates
- Manage formal project communication/interaction with service provider candidates and client
- Oversee summarization of RFP responses which are delivered via side-by-side analyses; review, edit and approve drafts prepared by analysts
- Facilitate client discussions (meetings or calls) related to benefit outsourcing scope of services requirements, customization of performance standards, contract terms, development of RFP questionnaires, RFP candidates, finalist selection, Mutual Value Discovery and site visit results, best and final offer outcomes and selection of the winning bidder(s)
- Interact with client representatives from HRIT, legal, communications and other HR/Benefits functions to achieve project objectives
- Identify and implement improvements to templates and procedures
- Attend regular team meetings
- Keep detailed and accurate track of time spent each on various tasks each day using the timekeeping tool provided
- Keep up to date on and engaged with the advisory and benefits industry by taking advantage of herronpalmer provided training, actively seeking expert materials, and following appropriate social media.
- Ten+ years of business experience overall
- Seven+ years of experience employed by an industry-relevant administration outsourcing firm in a client-servicing, solution architect or sales/RFP support role, or a large corporation in an industry-relevant administration, supervisory or management role
- Demonstrated administration/service delivery experience in at least one primary benefit domain (401(k), pension or H&W) in the areas of solution development, client implementation, ongoing client service delivery or sales/RFP support
- Strong knowledge of benefit program design in at least one primary benefit domain (401(k), pension or H&W)
- Deep expertise with administration best practices and systems in at least one primary benefit domain (401(k), pension or H&W)
- Proficient in MS Office Suite developing documents for internal and client-ready consumption
- Ability to work independently in a virtual work environment and achieve significant results
- Excellent interpersonal, verbal/written communication and presentation skills
- Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.
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.
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”.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Human ResourcesIndustries
Insurance
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