Financial Consultant, EB

Financial Consultant

We are looking to add a Financial Consultant 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:

• Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients.
• Provides intermediate-level financial reporting and presents results to clients.
• Works independently and/or under senior team member's guidance to assist with client budget modeling as needed.
• Recommends basic strategic and tactical initiatives based upon clinical and financial data.
• Analyzes IBNR results with senior team member oversight.
• Attends client meetings with occasional day and overnight travel required.
• Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective.
• Articulates employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs.
• Articulates plan designs, funding arrangements, benefit/demographic adjustments, stop-loss insurance, out of network savings arrangements.
• Project management of intermediate financial/reporting/H&W benefits projects.
• Performs special projects and other duties as requested.

Qualifications:

• Education: High school diploma; college degree preferred.
• Experience: 3-5 years applicable 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.
• Skills & Technical Competencies: Key skills for effective client consulting include a solid grasp of insurance principles to meet strategic needs, strong client management to prioritize and deliver impactful solutions, and sharp analytical abilities to identify and resolve issues efficiently.

Here's a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

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.