Sr. Client Service Consultant, EB

Holmes Murphy Insurance•Sioux Falls, SD

5d•Onsite

About The Position

We are looking to add a Sr. Client Service Consultant 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 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 all aspects of a client account including primary responsibility for maintaining overall relationship with client at the executive level; communicate more complex client strategies to partners.
Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget.
Work with sales team to determine specific scope of services and responsibilities.
Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company revenue.
Draft complex Request for Proposals (RFPs) for review by appropriate sales/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, summarize and analyze insurance carrier proposals.
Draft and deliver client presentations and communications, specific for each client’s employee population.
Provide final review of employee communications, proposals, documents and contracts; provide feedback to service team members as needed.
Oversee the management of the financial budget for each client.
Review monthly Company produced Monthly Financial Summary Report (MFSR) for self-funded clients and quarterly insurance carrier produced reports for fully insured clients.
Provide regular written updates to the client on the tracking of the health plan according to the financial budget.
Additional responsibilities as assigned.