Benefits Client Success Consultant

HMA Group Holdings, LLC; Texas; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity & Belonging programs

Merit increases and promotions

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Employee Benefits team in Dallas, TX. You will manage client accounts, interact with client contacts, and coordinate benefit plan implementations while providing thoughtful recommendations.

The role requires a minimum of 3 years in administrative or client service roles within the insurance industry, with a Life & Health license or the ability to obtain one within three months.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 3 years administrative, customer service, or office experience, preferably in the insurance industry.
• Licensing: Active state Life & Health Insurance agent’s license required or the ability to acquire license within three months of hire.
• Technical competencies: Understand insurance principles to consult with clients and meet strategic needs; use agency systems to ensure compliance.

Responsibilities

• Manage client accounts and support internal service team.
• Interact with client contacts independently.
• Coordinate implementation of new health and welfare benefit plans.
• Evaluate client benefits and provide future recommendations.
• Draft RFPs and coordinate carrier proposals and responses.

Skills

Client service

Account management

Insurance knowledge

Education

High school diploma

College degree preferred

Job description

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Employee Benefits team in Dallas, TX. You will manage client accounts, interact with client contacts, and coordinate benefit plan implementations while providing thoughtful recommendations.

The role requires a minimum of 3 years in administrative or client service roles within the insurance industry, with a Life & Health license or the ability to obtain one within three months.