Client Service Consultant, Employee Benefits

Holmes Murphy; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Holmes Murphy is seeking a Client Service Consultant to join their Employee Benefits team in Dallas, TX. The role involves managing client accounts, strategizing benefits, and ensuring seamless coordination with various stakeholders. The company values innovation and offers a dynamic culture with robust benefits.

Benefits

Paid Parental Leave

Continuing Education & Tuition Reimbursement

401k Profit Sharing

Generous Time Off

Paid Volunteer Time Off

Diversity and Inclusion Programs

Merit Increase Opportunities

Discretionary Bonus

Qualifications

• Minimum 3 years administrative, customer service, or office experience, preferably in the insurance industry.
• Active state-specific Life & Health Insurance agent’s license or ability to obtain within three months of hire.

Responsibilities

• Manage client accounts and support the internal service team.
• Draft Request for Proposals (RFPs) and summarize proposals for review.
• Collaborate with client teams to set and implement benefit strategies.

Skills

Client Management

Communication

Analytical Skills

Education

College degree preferred

High school diploma

Job description

Client Service Consultant, Employee Benefits

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Client Service Consultant, Employee Benefits

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Job Description

We are looking to add a

• 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. Evaluate 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.
  
  

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. Evaluate 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.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed 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?!
  
  

Holmes Murphy & Associates is an Equal Opportunity Employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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