Employee Benefits, Due Diligence Consultant

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”.

Welcome

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Recruiting Vendor Disclosure Statement

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.