Client Relations Specialist, Employee Benefits

2 months ago

MagstattleBas, Grand Est, United States Holmes Murphy & Associates Full time

At Holmes Murphy & Associates, we recognize that investing in our workforce, the environments we cultivate, and the overall experience we provide are essential to our organizational culture and mission. We believe that employees who feel valued and acknowledged for their contributions are more likely to be dedicated to the success of both our clients and our firm. Moreover, our team members are empowered to take initiative and shape their own career paths.

If this resonates with you, consider the opportunity for a Client Relations Specialist within our Employee Benefits division.

Key Responsibilities:

  • Identify and present opportunities for expanding client accounts, with or without guidance from senior consultants.
  • Build and maintain positive relationships and effective communication with colleagues, clients, insurance providers, and vendors; manage escalated concerns.
  • Share knowledge, delegate responsibilities, and mentor team members.
  • Develop and oversee project timelines, specifying tasks, durations, and responsible parties.
  • Track monthly financial performance and budgets; prepare and present client reports.
  • Request, organize, and assess health and welfare plan renewals in collaboration with senior consultants.
  • Draft and refine complex Requests for Proposals (RFPs), distribute to insurance carriers, negotiate as necessary, and evaluate proposals for senior consultant review.
  • Prepare and deliver customized client presentations and communications.
  • Implement new health and welfare benefit plans.
  • Take ownership of problem resolution, conducting research and analysis as required.
  • Respond promptly, accurately, and courteously to inquiries from colleagues, clients, and insurance carriers.
  • Handle sensitive matters with discretion, diplomacy, and confidentiality.
  • Conduct client site visits for in-person meetings as needed.
  • Assist clients in adhering to HIPAA, ERISA, PPACA, and other benefit-related regulations.
  • Monitor Helpline performance, provide updates, and support training sessions.
  • Engage in special projects and additional responsibilities as assigned.
Knowledge, Skills, and Abilities:
  • Willingness to travel to client locations in coordination with sales/service team members is essential.
  • Commitment to participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
  • Desire to pursue technical designations 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; a college degree is preferred. Professional designations such as CEBS or CLU are advantageous. Human Resource certifications such as PHR or SPHR are also preferred. An active state Life & Health insurance license, or the ability to obtain one within three months of hire, is required.
  • A minimum of 3-5 years of experience, preferably in a life/health, employee benefits, or provider organization, is required.
Benefits:
  • Paid Parental Leave and supportive New Parent Benefits.
  • Company-paid continuing education and tuition reimbursement.
  • 401k Profit Sharing.
  • Generous time-off policies in addition to paid holidays.
  • Support for community initiatives with paid volunteer time off and employee matching gifts to charities.
  • Diversity, Equity, and Inclusion (DE&I) programs.
  • Consistent merit increases and promotion opportunities.
  • Discretionary bonus opportunities.

Holmes Murphy & Associates is an Equal Opportunity Employer.

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