Client Service Consultant
1 week ago
Holmes Murphy is a leading insurance brokerage dedicated to promoting health, protecting wealth, and delivering peace of mind to our clients. Our mission is to foster a work environment where employees thrive and contribute their unique talents to the greater good. We offer a forward-thinking culture, innovative approaches, and opportunities for growth and development.
Key Responsibilities:- Initiate opportunities to round accounts, presenting information to clients with or without assistance from senior consultants.
- Maintain positive working relationships and clear communication with coworkers, 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 tasks and meeting needs and milestones.
- 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 client's 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 coworkers, 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).
- Perform special projects and other duties as requested.
- 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.
- In addition to core benefits like health, dental, and vision, enjoy benefits such as paid parental leave and supportive new parent benefits.
- Company-paid continuing education and 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.
Holmes Murphy & Associates is an Equal Opportunity Employer.
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