Client Service Specialist, EB

Holmes Murphy Insurance • Dallas, TX

5d • Onsite

About The Position

We are looking to add a Client Service Specialist 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!

Requirements

• High school diploma; college degree preferred.
• Some 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

• 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.
• With guidance from sales and service teams, 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.
• 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 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: Entry Level
• Education Level: High school or GED