Client Service Specialist, Employee Benefits

2 weeks ago

Dallas, United States Holmes Murphy & Associates Full time

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

Essential 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.
Qualifications:
  • Education: High school diploma; college degree preferred.
  • Experience: Minimum 1 year of administrative, customer service, or office experience, preferably in the insurance industry [at a brokerage or provider organization].
  • Licensing: Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire.
  • Ability to travel and meet with clients to provide information/materials or to assist with employee meetings, as necessary.
Here's a little bit about us:

Imagine a 90-year-old who's hip to the times, successful, independent, colors outside the lines, invests money in things they're super passionate about (like the people who surround them), and loves giving back to their community. OK, stop imagining. It's us. We're that 90-year-old.

Holmes Murphy is fiercely independent and employee-owned, crazy about what we do, purpose-driven, passionate about giving back, and obsessed with creating the best employee experience (which translates to client success).

Benefits:In addition to core benefits like health, dental and vision, also enjoy benefits such as:
  • Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey
  • Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
  • 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf We are forward-thinking and want to be sure your future is cared for.
  • Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
  • DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish
  • Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
  • Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?

Holmes Murphy & Associates is an Equal Opportunity Employer.

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