Client Service Consultant, EB Select

Holmes Murphy•Waukee, IA

1d•Onsite

About The Position

We are looking to add a Client Service Consultant to join our Employee Benefits team in Waukee, IA. 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!

Requirements

High school diploma; college degree preferred.
Minimum 3 years administrative, customer service, or office experience, preferably in the insurance industry [at a brokerage or provider organization].
Active state specific Life & Health Insurance agent’s license required or the ability to acquire license within three months of hire.
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.
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.
Evaluation of 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.