Client Service Consultant, EB

1 week ago

Dallas, United States CareerBuilder Full time

Holmes Murphy is one of the nations largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with In fact, we live by our purpose statement of Caring for your unique potential is our SOUL purposeOffering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyones individual strengths.We are looking to add a Client Service Consultant to join our Employee Benefits team in Dallas, TX . Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning. Duties:

Initiate opportunities to round accounts, to include presenting information to client with or without assistance from the Senior Consultant.
Maintain positive working relationships and clear communication with co-workers, clients, insurance carriers and vendor partners; manage escalated issues.
Share knowledge, work effort and provide guidance, delegating as appropriate.
Establish and manage timelines that clearly identify all tasks, task durations and team resources responsible for completing the tasks, and meeting needs and milestones needed to complete assigned projects.
Monitor financials/budgeting status on a monthly basis; review and deliver appropriate reporting to clients.
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.
Draft complex Request for Proposals (RFPs) for review by appropriate Consultant/Senior Consultant, make requested edits to RFPs, distribute RFPs to insurance carrier markets, ensure timely response by insurance carriers, negotiate with vendors as needed and summarize and analyze insurance carrier proposals for review by appropriate Consultant/Senior Consultant.
Draft and deliver client presentations and communications specific for each clients employee population.
Implement new health and welfare benefit plans.
Take ownership of identified problems; research and problem solve to see the process through to resolution.
Provide timely, accurate, courteous and appropriate responses to co-workers, clients and insurance carriers.
Use tact, diplomacy and appropriate confidentiality in handling sensitive client or insurance carrier situations and/or complaints.
Visit client sites to participate in face-to-face meetings, as required.
Assist clients in meeting HIPAA, ERISA, PPACA and all other employee benefit-related compliance regulations.
Conduct administrative tasks, as needed, in the form of photo copying, filing, creating correspondence, etc.
Monitor Helpline performance and issues, providing up-to-date information and assisting with meetings/trainings (dependent upon client).
Performs special projects and other duties as requested.
Knowledge, Skills, and Abilities:

Ability to operate a computer and working knowledge of various software packages, such as Word and Excel.
Ability to travel to clients location in coordination with sales/service team members is a must.
Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
Ability and willingness to pursue a technical designation and/or continuing education, as appropriate.
Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.
Qualifications:

A high school diploma is required, and a college degree is preferred. Professional designations such as CEBS or CLU are helpful. Human Resource certifications are also preferred, such as PHR or SPHR. Active state Life & Health insurance license, or ability to obtain within three months of hire, is required.
Minimum 3-5 years experience, preferably in a life/health, employee benefits or provider organization, is required.
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 employees 401k. This means, even if youre 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 cant be at your best for our clients if youre 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 employees 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 doesnt love that?
Holmes Murphy & Associates is an Equal Opportunity Employer.
#J-18808-Ljbffr

  • Oracle EBS HR Consultant

    1 week ago

    Dallas, United States Saxon Global Full time

    This is a 12 month contract with AST. 100% remote. Client is in Canda EST hours. Linkedin must. USC/GC preferred. Need visa copy from 2018 to till date. Job Description Client is seeking an EBS Consultant that is skilled in HR, Time & Labor and Payroll. This role will be responsible for supporting three or more EBS HRMS modules (HR, Workforce Scheduling,...

  • Client Service Consultant, EB

    1 week ago

    Dallas, United States Holmes Murphy Full time

    Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

  • Oracle EBS HR/HCM Consultant

    3 days ago

    Dallas, United States XTGlobal, Inc Full time

    Job Title: Oracle EBS HR/HCM Location: Dallas, TX (Remote Job) Job Type: 6+ Months Contract Job Description: We have an immediate need for a US based (remote) Oracle EBS, HCM resource. This resource needs to a techno functional resources expert in HCM: Core HR Compensation Benefits Time and labor Learning BI Publisher Recruiting ...

  • Oracle EBS HR/HCM Consultant

    1 week ago

    Dallas, United States XTGlobal, Inc Full time

    Job Title: Oracle EBS HR/HCM Location: Dallas, TX (Remote Job) Job Type: 6+ Months Contract Job Description: We have an immediate need for a US based (remote) Oracle EBS, HCM resource. This resource needs to a techno functional resources expert in HCM: Core HR Compensation Benefits Time and labor Learning BI Publisher Recruiting ...

  • Oracle EBS Developer

    1 week ago

    Dallas, United States Symbiotic Corp. Full time

    Job Description SUMMARY The Oracle EBS Developer reports to the Oracle EBS / BI Lead and plays a vital role in implementing and maintaining Oracle systems within the manufacturing environment. This position involves collaboration with key team members in manufacturing, production, and engineering to optimize Oracle utilization for order fulfillment in the...

  • Client Service Associate, Consulting Clients

    Found in: Talent US C2 - 1 week ago

    Dallas, United States Third Bridge Full time

    Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on...

  • Oracle EBS techno-functional business solution architect with Order to cash

    1 week ago

    Dallas, United States CNET Global Solutions, Inc Full time

    Job DescriptionJob DescriptionHi ProfessionalsGreetings of the day!My Name is Amjad Pasha, and I am a Recruiter at CNET Global Solutions, Inc. CNET is a Global IT Services and Solutions. company headquartered in Richardson, TX. We have an excellent job opportunity with one of our clients.Position: Oracle EBS techno-functional business solution...

  • Home Care Consultant

    1 week ago

    Dallas, United States Caring Senior Service Full time

    Our Home Care Consultants are self-motivated, result-driven marketers who excel at creating new contacts and solving problems. Their objectives are to develop relationships with referral partners and present expertise on how home care can help keep seniors safe and independent at home. HOME CARE CONSULTANT BENEFITS Paid training: Caring invests in our...

  • Associate, Consulting Clients

    Found in: Resume Library US A2 - 1 week ago

    Dallas, Texas, United States Third Bridge Full time

    Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on behalf...

  • Associate, Consulting Clients

    Found in: Resume Library US A2 - 1 week ago

    Dallas, Texas, United States Third Bridge Full time

    Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients.   What is Consulting? Our consulting clients work on...

  • Experienced Consultant | Nonprofit Advisory Services

    5 days ago

    Dallas, United States Forvis Full time

    Description & Requirements You will join a team to actualize projects with FORVIS clients in the nonprofit industry from planning and procedures performed to the writing of final documents to the client. You will participate in client meetings, internal meetings, and project development. Projects could include grants management, accounting services,...

  • Managing Consultant | Nonprofit Advisory Services

    1 week ago

    Dallas, United States FORVIS Full time

    Description & Requirements As a Managing Consultant, you will be assigned multiple clients and direct a team to actualize projects that FORVIS is hired to perform for the Nonprofit industry. You will also be responsible for the completion of various projects from planning to the final report to the client including but not limited to various client...

  • Client Services Representative

    1 week ago

    Dallas, United States Right Corner Consulting Inc. Full time

    Our business quickly made a splash in our drive for pure success. We specialize in customer retention and customer acquisitions for our clientele. Our clients span a wide variety of industries. This is an entry-level opening NOT in a call center environment.Within a short period of time, we were perceived as a premier promotional provider. Campaigns are...

  • Client Services Manager

    1 week ago

    Dallas, United States Pegasus Residential Full time

    Client Services Manager - Assistant Manager Are you a high achiever, someone craving a workplace that challenges your talents and recognizes your efforts? Are you ready to join a family of professionals who encourage and motivate you to become your very best. At Pegasus, we understand how valuable you are and we want to offer you a career, not a job.If our...

  • Client Accounting Services Manager

    1 week ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Principal Consultant

    3 days ago

    Dallas, United States Expense Reduction Analysts Full time

    Expense Reduction Analysts (ERA), a world leading Strategic Cost Consultancy, due to growth, is actively seeking executives to join their Network of Independent Consultants. About Expense Reduction Analysts Operating since 1992, Expense Reduction Analysts (ERA) is a global consulting company with 750 Consultants across 51 different countries. ERA is a...

  • Client Service Associate

    Found in: beBee jobs US - 1 week ago

    Dallas, Texas, United States Zions Bancorporation Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Client Service Manager

    2 weeks ago

    Dallas, United States Nexus International Full time

    Job DescriptionJob DescriptionOur marketing and business development campaigns allow our clients to grow and foster new partnerships within this industry. Our firm is seeking individuals who are constantly keeping up with the latest technology and thrive in an innovative environment. Our major clients are looking for top talent to become a Client Services...

  • Client Service Associate

    4 days ago

    Dallas, United States Tolleson Wealth Management Full time

    Job DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...

  • Client Service Associate

    18 hours ago

    Dallas, United States Tolleson Wealth Management Full time

    Job DescriptionJob DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests,...