Senior Employee Benefits Finance Consultant

Holmes Murphy; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Charitable matching gifts

Diversity & Belonging programs

Merit-based raises & promotions

Discretionary bonus opportunity

Job summary

Holmes Murphy in Dallas, TX seeks a Financial Consultant in Employee Benefits to advise clients on health and welfare plans and to present financial/clinical data. You will run monthly financial reports and contribute to advanced reporting tools and CLUE enhancements.

The role includes developing budgets, building financial models, and guiding junior staff. A license or ability to obtain one is required within three months, with 5–7 years in insurance preferred.

Qualifications

• High school diploma required; college degree preferred.
• Experience in the insurance industry (brokerage or provider) is valued.
• Active Life & Health Insurance license or the ability to acquire within 3 months.

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

HS Diploma

Bachelor's degree preferred

Job description

Holmes Murphy in Dallas, TX seeks a Financial Consultant in Employee Benefits to advise clients on health and welfare plans and to present financial/clinical data. You will run monthly financial reports and contribute to advanced reporting tools and CLUE enhancements.

The role includes developing budgets, building financial models, and guiding junior staff. A license or ability to obtain one is required within three months, with 5–7 years in insurance preferred.