Client Service Consultant, EB

Holmes Murphy Insurance • Omaha, NE

22h

About The Position

We are looking to add a Client Service Consultant to join our Employee Benefits team in Omaha, NE. 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 and external partners. Interact with client contacts and vendors independently. Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluate of the client’s current benefits and provide future recommendations to the client. Draft complex 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, negotiate with vendors as needed and summarize and analyze insurance carrier proposals. Request health and welfare plan renewals from insurance carriers for each client; file and summarize renewals for each client for review by appropriate Consultant/Senior Consultant; and perform the final review of documents and contracts. Prepare and create materials for presentations and other communications. Responsible for presenting at open enrollment meetings and 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. Additional responsibilities as assigned.

Requirements

• 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.

Responsibilities

• Manage client accounts and support internal service team and external partners.
• Interact with client contacts and vendors independently.
• Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans.
• Evaluate of the client’s current benefits and provide future recommendations to the client.
• Draft complex 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, negotiate with vendors as needed and summarize and analyze insurance carrier proposals.
• Request health and welfare plan renewals from insurance carriers for each client; file and summarize renewals for each client for review by appropriate Consultant/Senior Consultant; and perform the final review of documents and contracts.
• Prepare and create materials for presentations and other communications.
• Responsible for presenting at open enrollment meetings and 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.
• Additional responsibilities as assigned.

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?!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED