Client Service Consultant, EB

Essential Responsibilities

• Manage client accounts and support internal service team
• Interact with client contacts independently
• Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans
• Evaluate the client's current benefits and assist with future recommendations to the client
• Draft Request for Proposals (RFPs) for review by appropriate sales or 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
• Prepare and create materials for presentations
• May be responsible for presenting at open enrollment meetings or other client presentations
• Communicate daily with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc.)
• Follow up on outstanding issues or client requests

Qualifications

Education: High school diploma required; college degree preferred.

Experience: Minimum 3 years 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.

Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

Benefits

• Health, dental and vision insurance
• Paid Parental Leave and supportive New Parent Benefits
• Company paid continuing Education & Tuition Reimbursement
• 401k Profit Sharing — lump sum contribution made to every full-time employee's 401k annually
• Generous time off practices in addition to paid holidays
• Paid Volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation
• Inclusion & Belonging Programs (Uniquely United) including paid Diversity Day time-off, Uniquely United Committee, Employee Resource Groups, and development programs
• Consistent merit increase and promotion opportunities with annual reviews
• Discretionary bonus opportunity