Sr. Client Service Consultant, EB

Holmes Murphy; Minneapolis (MN); Vor Ort; USD 87.000 - 145.000; Vollzeit

Benefits dieser Stelle

Parental leave

Tuition reimbursement

401k match

Generous PTO

Volunteer time off

DEI program

Merit increases

Discretionary bonus

Zusammenfassung

Holmes Murphy & Associates seeks a Sr. Client Service Consultant to join our Employee Benefits team in Sioux Falls, SD or Minneapolis, MN. The role focuses on managing client accounts and executive-level relationships, guiding complex client strategies to partners.

You will shape the scope of services, healthcare strategy, and budgets, draft RFPs, deliver client-specific presentations, and oversee financial reporting to support client growth and company revenue.

Qualifikationen

• High school diploma required; college degree preferred.
• 5+ years administrative, customer service, or office experience in insurance.
• Active Life & Health Insurance license or ability to obtain within 3 months.
• Understanding of insurance principles and client service workflows.

Aufgaben

• Manage all aspects of a client account at the executive level and communicate complex strategies to partners.
• Develop and manage the scope of services, healthcare strategy, and budget in collaboration with sales.
• Review insurance needs, drive growth strategies, and increase revenue for clients and the company.
• Draft and edit RFPs, distribute to carriers, and evaluate proposals with the team.
• Prepare client presentations and employee communications tailored to each client.
• Oversee financial budgets and track health plan performance with monthly/quarterly reports.
• Provide feedback to the service team and handle additional duties as assigned.

Kenntnisse

Admin experience

Customer service

Office experience

Ausbildung

High school diploma

College degree preferred

Jobbeschreibung

Job DescriptionWe are looking to add a

• Manage all aspects of a client account including primary responsibility for maintaining overall relationship with client at the executive level; communicate more complex client strategies to partners.
• Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget. Work with sales team to determine specific scope of services and responsibilities.
• Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company revenue.
• Draft complex Request for Proposals (RFPs) for review by appropriate sales/service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed, summarize and analyze insurance carrier proposals.
• Draft and deliver client presentations and communications, specific for each client’s employee population.
• Provide final review of employee communications, proposals, documents and contracts; provide feedback to service team members as needed.
• Oversee the management of the financial budget for each client. Review monthly Company produced Monthly Financial Summary Report (MFSR) for self-funded clients and quarterly insurance carrier produced reports for fully insured clients. Provide regular written updates to the client on the tracking of the health plan according to the financial budget.
• Additional responsibilities as assigned.

Job DescriptionWe are looking to add a Sr. Client Service Consultant to join our Employee Benefits team in Sioux Falls, SD or Minneapolis, MN. 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 all aspects of a client account including primary responsibility for maintaining overall relationship with client at the executive level; communicate more complex client strategies to partners.
• Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget. Work with sales team to determine specific scope of services and responsibilities.
• Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company revenue.
• Draft complex Request for Proposals (RFPs) for review by appropriate sales/service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed, summarize and analyze insurance carrier proposals.
• Draft and deliver client presentations and communications, specific for each client’s employee population.
• Provide final review of employee communications, proposals, documents and contracts; provide feedback to service team members as needed.
• Oversee the management of the financial budget for each client. Review monthly Company produced Monthly Financial Summary Report (MFSR) for self-funded clients and quarterly insurance carrier produced reports for fully insured clients. Provide regular written updates to the client on the tracking of the health plan according to the financial budget.
• Additional responsibilities as assigned.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 5 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?!

The salary range for Minnesota is $86,800 - $144,600. Compensation is based on several factors, including, but not limited to, education, work experience and industry certifications. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development.

Holmes Murphy & Associates is an Equal Opportunity Employer.