Employee Benefits Consulting Analyst, National Accounts
At a glance
Mid-level Account Management role at Bb Insurance. Southborough · full-time · no salary stated · we estimate $88,625–$150,000 across the United States.
Bb Insurance has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Support client projects with technical work, then get peers to review and record their feedback
- Build monthly financial reports, analyze data, and prepare initial budgets for less complex clients
- Coordinate RFPs, implementations, and renewals, then prepare comparisons for client presentations
- Check plan documents, disclosures, compliance materials, and employee communications against client expectations and legal requirements
- Join client meetings, document decisions and follow-ups, and track changes in benefits, legislation, products, and technology
What you bring
- You hold a bachelor's degree and bring industry experience, preferably in employee benefits consulting
- You can use Excel, Word, and PowerPoint proficiently and are comfortable applying AI tools to improve work
- You need a Life and Health license in good standing within 90 days of starting
Who this fits
This analyst role suits someone who can juggle competing tasks, communicate clearly, and support client accounts as part of a team. The role is based in Southborough, Massachusetts.
From the employer
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Summary:
The Consulting Analyst will work within a team to provide employee benefits consulting services and perform daily account service for all assigned clients. Supports the development of the firm’s work products that benefit all clients, including the production of surveys and research on employee benefit topics and benchmarking.
Core Responsibilities:
Provide technical support for projects and client engagements.
Perform data & financial analytics, including the ownership of monthly financial reports and initial budget underwriting for less complex clients; seek and document peer review on all work.
Coordinate the activities of RFPs, implementations, and renewals; develop and present results comparisons for presentation to clients.
Assist in the review of internal compliance and client disclosure requirements, summary plan documents, and employee communications to ensure alignment with client expectations, legal requirements, and documentation with clients’ vendors where appropriate.
Participate in client calls and meetings as appropriate and ensures documentation of call notes and follow-ups.
Remain current on industry trends and information, new product development, legislation, coverages, and technology.
Provide excellent customer service to all clients.
Promote teamwork, support, and a positive attitude in the office and with other teammates.
Skills needed:
Bachelor's degree
Industry experience, ideally in employee benefits consulting
Excellent communication, interpersonal, and organizational skills
Ability to prioritize and manage multiple tasks in a demanding work environment
Proficient with MS Office, including Excel, Word, and PowerPoint
Life and Health license in good standing, required within 90 days of hire
Demonstrates proficiency in leveraging AI tools and emerging technologies to improve efficiency, enhance productivity, and support business objectives.
Pay Range
55000 - 80000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
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”.
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