Client Service Consultant, EB

Holmes Murphy Insurance; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous PTO

Volunteer time off

Belonging programs

Merit increases

Discretionary bonus

Job summary

Holmes Murphy & Associates in Dallas, TX is seeking a Client Service Consultant to join the Employee Benefits team. You will manage client accounts, support the service team, and interact with client contacts independently.

The role emphasizes benefit strategy, RFP preparation, and presenting at enrollment meetings. Candidates should have at least 3 years in administrative or customer service roles in insurance, and a Life & Health license or ability to obtain within three months.

Qualifications

• High school diploma required; college degree preferred.
• Minimum 3 years of administrative or customer service experience, preferably in insurance.
• Active Life & Health Insurance license or ability to obtain within 3 months.
• Strong understanding of insurance principles to advise clients and meet needs.

Responsibilities

• Manage client accounts and support the internal service team.
• Collaborate with client teams to set benefit strategy and implement plans.
• Draft RFPs, coordinate carrier responses, and summarize proposals.
• Prepare materials for presentations and present at enrollment meetings.
• Communicate with carriers, vendors, and internal teams to ensure proper administration.

Skills

Client service

Account management

Insurance knowledge

Communication

Team collaboration

Prioritization

Education

High school diploma

College degree preferred

Job description

Job Description:

We are looking to add a Client Service Consultant to join our Employee Benefits team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities:

• Manage client accounts and support internal service team. Interact with client contacts independently.
• Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluation of the client’s current benefits and assist with future recommendations to the client.
• Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review.
• Prepare and create materials for presentations. May be responsible for presenting at open enrollment meetings or other client presentations.
• Communicate daily with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc.). Follow up on outstanding issues or client requests.

Qualifications:

• Education: High school diploma; college degree preferred.
• Experience: Minimum 3 years administrative, customer service, or office experience, preferably in the insurance industry [at a brokerage or provider organization].
• Licensing: Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire.
• Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

Here's a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
• 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• Inclusion & Belonging Programs - Holmes Murphy is committed to celebrating every employee's unique potential. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience!
• Consistent merit increase and promotion opportunities - Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!

At this time, we are not considering candidates who require any type of immigration sponsorship now or in the future. This includes candidates whose current work authorization is temporary or set to expire and who would require employer participation in any renewal, extension, or new authorization process to continue employment.

Holmes Murphy & Associates is an Equal Opportunity Employer.