Client Service Specialist, EB

Holmes Murphy InsuranceSioux Falls, SD
Onsite

About The Position

We are looking to add a Client Service Specialist to join our Employee Benefits team in Sioux Falls, SD. 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 1 year of 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.
  • Technical competencies in the insurance field involve a strong grasp of insurance principles and practices to meet client needs, including risk transfer and financial aspects.
  • Proficiency in workflow and systems is essential for ensuring compliance and delivering a high-quality client experience.
  • Effective client management requires understanding client needs, prioritizing tasks, and providing proactive and impactful solutions.

Responsibilities

  • Assist in managing client accounts and provide support to internal service team.
  • Support the implementation and renewal process of employee benefit programs by gathering needed information, submitting to carriers, and preparing proposals to clients.
  • Draft Request for Proposals (RFPs) for review by appropriate senior 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 by appropriate senior service team member.
  • Assist sales and service teams with preparation/creation of materials for presentations.
  • Communicate daily with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc).
  • Follows up on outstanding issues or client requests in a timely manner.
  • Interact with clients under the guidance of senior team members.
  • May be responsible for answering client employee questions and attending open enrollment meetings and other presentations.
  • Additional responsibilities as assigned.

Benefits

  • health, dental and vision
  • 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
  • Health Matters Day
  • Celebrate Day (for your birthday!)
  • Diversity Day
  • Volunteer Time Off
  • paid parental leave
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