Financial Consultant, Employee Benefits

HMA Group Holdings, LLC; Texas; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental and vision coverage

Paid parental leave

Tuition reimbursement

401(k) profit sharing

Paid holidays

Volunteer time off and matching gifts

Job summary

Holmes Murphy & Associates in Minneapolis, MN is seeking a Financial Consultant to join the Employee Benefits team. You will provide financial and clinical consulting on health and welfare plans and present data to clients.

You will run monthly financial reporting, develop new CLUE reporting, build financial/clinical models, mentor staff, and recommend strategic initiatives based on data.

Qualifications

• High school diploma required; college degree preferred.
• 5–7 years of applicable experience, preferably in the insurance industry.
• Active Life & Health Insurance license required, or the ability to acquire license within three months of hire.
• Strong client management and analytical abilities.

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.

Skills

Insurance principles

Client management

Analytical abilities

Education

High school diploma

College degree preferred

Job description

Financial Consultant, EB – Minneapolis, MN

We are looking to add a Financial Consultant to join our Employee Benefits team.

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 of applicable experience, preferably in the insurance industry (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: Solid grasp of insurance principles, strong client management, sharp analytical abilities.

Benefits

• Health, dental and vision coverage.
• Paid parental leave and supportive new parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• Inclusion & belonging initiatives, including Paid Diversity Day time‑off.
• Consistent merit increase and promotion opportunities.
• Discretionary annual bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.