Employee Benefits, Due Diligence Consultant
Brown & Brown Insurance · New York, United States
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 Employee Benefits, Due Diligence Consultant to join our growing team!
The Employee Benefits Practice within Private Equity, M&A, Risk Services (PEMARS) is seeking a dynamic project focused Due Diligence Consultant. In this role, you will support private equity firms, strategic buyers, lenders, and portfolio companies through M&A transactions by evaluating employee benefit programs, identifying financial and compliance risks, quantifying liabilities, and providing actionable recommendations for investment decisions. The ideal candidate is proactive, solution-oriented, and thrives in a fast-paced, growth driven environment.
How You Will Contribute:
- Lead employee benefits due diligence engagements for mergers, acquisitions, divestitures, and recapitalizations.
- Review health, welfare, retirement, and executive benefit programs.
- Analyze plan costs, claims experience, funding arrangements, and financial liabilities.
- Evaluate compliance with ERISA, ACA, HIPAA, COBRA, and retirement plan requirements.
- Identify benefit-related risks, operational concerns, and governance issues.
- Review insurance, PBM, TPA, stop-loss, and vendor agreements.
- Conduct benchmarking analyses and assess plan competitiveness.
- Prepare executive summaries, diligence reports, board presentations, and investment committee materials.
- Present findings to private equity sponsors, buyers, and executive leadership.
- Support post-close integration and benefit optimization initiatives.
Skills & Experience to be Successful:
- Bachelor’s degree in Business, Finance, HR, Insurance, Economics, Accounting, or related field.
- 10+ years of employee benefits consulting, brokerage, or transaction advisory experience.
- Strong knowledge of employee benefits, healthcare financing, and compliance requirements.
- Proficiency in Microsoft Office Suite, along with Advanced Excel, financial analysis, project management, and presentation skills.
- CEBS, SHRM, PHR/SPHR, RHU, or similar certifications preferred.
Pay Range
250,000.00 - 250,000.00 Annual
The 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”.