brown&brown.com
The Sr. Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients, utilizing industry expertise to retain clients through strategic insights and impactful benefit changes. The role involves independently evaluating financial and utilization metrics, assisting in negotiating renewal proposals, and preparing plan changes or alternative funding recommendations. This position requires strong analytical skills and the ability to work independently to support client financial strategies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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