Client Service Consultant, EB

Holmes Murphy • Omaha, NE

10h

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

• High school diploma; college degree preferred.
• Minimum 5 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 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

• 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 that are important to you
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

What This Job Offers

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