Client Service Consultant, Employee Benefits

Company: Holmes Murphy Partnership
Location: Dallas
Posted on: March 6, 2025

Job Description:

Client Service Consultant, Employee BenefitsClient Service Consultant, Employee BenefitsApply locations Dallas time type Full time posted on Posted 4 Days Ago job requisition id R0000216Job Description:We are looking to add a Client Service 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:

• Manage client accounts and support internal service team. Interact with client contacts independently.
• Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluate the client's current benefits and assist with future recommendations to the client.
• Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review.
• Prepare and create materials for presentations. May be responsible for presenting at open enrollment meetings or other client presentations.
• Communicate daily with insurance companies, vendors, and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc.). Follow up on outstanding issues or client requests.Qualifications:
• Education: High school diploma; college degree preferred.
• Experience: Minimum 3 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.Benefits:

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.
• DE&I programs.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.Holmes Murphy & Associates is an Equal Opportunity Employer.#LI-MJ1There's No Place Like Holmes!You'll love what you do and who you do it with when you join Holmes Murphy!Grow Your Career - In our growing and dynamic organization, we encourage talent mobility.Learn... On Us - We believe in building the best experts in the industry.Share in Our Success - Our philosophy is to share in our collective success.Take Time to Recharge - We offer generous time off, including a Health Matters Day, Celebrate Day, Diversity Day, Volunteer Time Off, and paid parental leave.
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Keywords: Holmes Murphy Partnership, Dallas , Client Service Consultant, Employee Benefits, Professions , Dallas, Texas