Client Service Consultant, Employee Benefits

Client Service Consultant, Employee Benefits.

Holmes Murphy is one of the nation’s largest privately-held insurance brokerage companies.

It is our mission to promote health, protect wealth, and deliver peace of mind to our clients.

We pride ourselves on being a place where employees love what they do and who they do it with..

Offering a fast-paced work environment, vibrant company culture, and the opportunity to share your unique potential in our thriving company, there really is no place like Holmes!

We are looking for candidates to join our team as a Client Service Consultant on the Employee Benefits team of our Dallas, TX office..

The purpose of this position is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs.

This role manages day-to-day tasks for assigned clients, according to Holmes Murphy’s best practices, to ensure that both client expectations and Holmes Murphy operational goals are met on time and within budget.

The Client Service Consultant, EB will provide technical expertise and develop/strengthen client relationships and provide effective customer service in a professional and timely manner.

Assists sales team with the marketing of group employee benefit insurance programs to reduce the client’s exposure in accordance with established Agency and Sales Team goals and objectives..

Responsibilities:.

Provide account management support for client teams, articulating client strategy to internal and external partners..

Initiate opportunities to round accounts, to include presenting information to client with or without assistance from the Senior Consultant..

Maintain positive working relationships and clear communication with co-workers, clients, insurance carriers and vendor partners; manage escalated issues..

Share knowledge, work effort and provide guidance, delegate as appropriate..

Establish and manage timelines that clearly identify all tasks, task durations, team resources responsible for completing the tasks, meeting needs and milestones needed to complete assigned projects..

Monitor financials/budgeting status on a monthly basis; review and deliver appropriate reporting to clients..

Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client; performs the final review of documents and contracts..

Draft complex Request for Proposals (RFPs) for review by appropriate team member/Senior Consultant, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed, summarize and analyze insurance carrier proposals..

Draft and deliver client presentations and communications, specific for each client’s employee population..

Implement new health and welfare benefit plans..

Take ownership of identified problems; research and problem solve to see the process through to resolution..

Provide timely, accurate, courteous, and appropriate responses to co-workers, clients and insurance carriers..

Use tact, diplomacy and appropriate confidentiality in handling sensitive client or insurance carrier situations and/or complaints..

Visit client sites to participate in face-to-face meetings, as required..

Assist clients in meeting HIPAA, ERISA, PPACA and all other employee benefit related compliance regulations..

Conduct administrative tasks, as needed, in the form of photo copying, filing, creating correspondence, etc..

Monitor Helpline performance and issues, providing up-to-date information and assisting with meetings/trainings (dependent upon location and client)..

Performs special projects and other duties as requested..

Knowledge, Skills and Abilities:.

Good knowledge of employee benefit coverages and the ability to apply that knowledge in the performance of the job duties..

Ability to read, understand and analyze life and health coverages, forms and policies..

Ability to maintain state-specific life/health insurance agent’s license or obtain within three months of hire..

Strong communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, carriers, company personnel, and team members..

Strong listening and interpersonal skills..

Strong organization skills with the ability to multi-task and drive and prioritize own work..

Excellent research, computation, and analysis skills with strong attention to detail..

Experience working in a team-orientated, collaborative environment..

Strong problem solving and analytical skills..

Proficient in Microsoft Word, Excel and PowerPoint applications..

Ability to effectively present information to top management, public groups, etc..

Ability to travel and meet with clients to provide information/materials or to assist with employee meetings, as necessary..

Ability and willingness to continue industry related education..

Willingness to attend on-site vendor trainings and meetings..

Ability to keep current on industry trends to include legislative compliance issues..

Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies..

Physical & Environmental Requirements:.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Reasonable accommodations may be provided to qualified individuals with disabilities..

Ability to perform intermediate EB functions including spreadsheet formulas and functions, queries, tables, merges, and special reports..

Ability to exert up to 10 pounds of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull objects..

Ability to read, analyze, and interpret general business publications.

Ability to write reports, business correspondence and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public..

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.

Ability to deal with problems involving several concrete variables in standardized situations..

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume..

General Working Conditions:.

General office conditions exist.

Involves extended periods of sitting, working on computer terminal and performing data entry duties.

Desk located in workstation area with little or no privacy.

Constant flow of interruptions by other Agency personnel and telephone calls..

Qualifications:.

Education: Bachelor’s degree (preferably in a business/HR context), or equivalent work experience required.

Active state specific Life & Health Insurance agent’s license required or the ability to obtain within three months of hire..

Experience: Minimum 4 years of experience in life/health, employee benefits, or provider organization..

Here are a few of our benefit highlights:.

Responsible Time Off.

Tuition Reimbursement.

Fitness Reimbursement.

401k Profit Sharing.

Holmes Murphy & Associates is an Equal Opportunity EmployerParental Leave