Financial Consultant, Employee Benefits

Yourcaptive; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous PTO

Volunteer Time Off

Diversity & Inclusion program

Merit Increases

Discretionary Bonus

Job summary

Holmes Murphy in Dallas, TX is seeking a Financial Consultant to provide financial and clinical consulting on employee benefit health and welfare plans. You will run monthly financial reporting, present results, and support CLUE reporting and tool development.

The role requires 5-7 years in insurance, Life & Health license or ability to acquire, and strong analytical and client-management skills to deliver impactful solutions for clients.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: 5-7 years applicable experience in insurance industry.
• Licensing: Active Life & Health Insurance agent’s license or ability to acquire within 3 months.

Responsibilities

• Provides Financial/Clinical consulting to clients regarding employee benefit health and welfare plans.
• Runs and analyzes client monthly financial reporting (MFSR) and presents results to clients.
• Develops financial reporting enhancements and CLUE reporting.
• Builds and maintains financial/clinical models to support client teams.

Skills

Insurance principles

Client management

Analytical abilities

Education

High school diploma

College degree preferred

Job description

## Financial Consultant, Employee BenefitsApplylocations: Dallastime type: Full timeposted on: Posted Todayjob requisition id: R0000889**Job Description:****Financial Consultant, EB – Minneapolis, MN**We are looking to add a Financial 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:*** Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans; Responsible for presenting financial/clinical data to clients.* Runs and Analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients.* Provides complex reporting, presenting results to clients.* Participates in development of financial reporting enhancements.* Assists in development of new CLUE reporting.* Takes prominent role in the development and enhancements of new and existing client budget, financial and clinical analysis and tools.* Builds and maintains Financial/Clinical models to support client account teams; mentors and trains junior staff, as necessary.* Recommends complex strategic and tactical initiatives based upon clinical and financial data.**Qualifications:*** Education: High school diploma; college degree preferred.* Experience: 5-7 years applicable 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.* Skills & Technical Competencies: Key skills for effective client consulting include a solid grasp of insurance principles to meet strategic needs, strong client management to prioritize and deliver impactful solutions, and sharp analytical abilities to identify and resolve issues efficiently.**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?!Holmes Murphy & Associates is an Equal Opportunity Employer.**There’s No Place Like Holmes!**You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also:**Grow Your Career** – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office.**Learn... On Us** – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement.**Share in Our Success** –Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions!**Take Time to Recharge** – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!