Employee Benefits Financial Consultant

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

Job summary

Holmes Murphy is seeking an Employee Benefits Financial Consultant in Dallas to provide financial and clinical consulting while influencing strategic initiatives based on data analysis. The ideal candidate will thrive in a dynamic environment, leveraging their expertise to optimize employee benefit health plans and ensure compliance.

Benefits

Paid Parental Leave

Company paid continuing Education & Tuition Reimbursement

401k Profit Sharing

Generous time off practices

Paid Volunteer time off

Consistent merit increase and promotion opportunities

Discretionary bonus opportunity

Qualifications

• 5-7 years of relevant 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

• Provide comprehensive financial and clinical consulting to clients.
• Build and maintain financial and clinical models to support client teams.
• Run and analyze client monthly financial reports.

Skills

Data Analysis

Financial Modeling

Regulatory Compliance

Education

High school diploma required; college degree preferred

Job description

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Job Description

Are you passionate about data analysis, financial modeling, and regulatory compliance? Do you thrive in a dynamic environment where you can leverage your skills to make a significant impact? If so, Innovative Captive Strategies (ICS) has an exciting opportunity for you!

Job Description

Are you passionate about data analysis, financial modeling, and regulatory compliance? Do you thrive in a dynamic environment where you can leverage your skills to make a significant impact? If so, Innovative Captive Strategies (ICS) has an exciting opportunity for you!

At ICS, we believe in driving innovation and delivering exceptional solutions to our clients. We specialize in providing top-notch financial and clinical consulting services for employee benefit health plans. Our team is dedicated to excellence, and we are looking for a talented Financial Planning & Analysis Consultant to join our ranks.

Key Responsibilities

• Consulting Excellence: Provide comprehensive financial and clinical consulting to clients, presenting data-driven insights and recommendations.
• Financial Reporting: Run and analyze client monthly financial reports, presenting findings in a clear and impactful manner.
• Data Analysis: Develop and enhance complex financial and clinical reporting tools, contributing to the continuous improvement of our services.
• Model Development: Build and maintain financial and clinical models to support client account teams, while mentoring and training junior staff.
• Strategic Initiatives: Recommend strategic and tactical initiatives based on clinical and financial data, ensuring our clients’ benefit plans are optimized.
  
  

Additional Duties

• Analyze and deliver IBNR results.
• Attend client meetings with occasional travel.
• Stay abreast of emerging market conditions and compliance regulations, providing relevant insights to clients.
• Manage complex financial, reporting, and health & welfare benefits projects.
  
  

Qualifications

• Education: High school diploma required; college degree preferred.
• Licensing: Active state-specific Life & Health Insurance agent’s license or ability to obtain within three months of hire.
• Experience: 5-7 years of relevant experience, preferably in the insurance industry.
  
  

Here’s a Little Bit About Us

Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.

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

  Finance and Sales

• Industries

  Insurance

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