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Holmes Murphy · 1 day ago

Sr. Financial Consultant, EB

Dallas, TX

Full-time

Onsite

Senior Level

7+ years exp

Holmes Murphy is a forward-thinking and innovative company seeking a Sr. Financial Consultant to join their Employee Benefits team. This role focuses on supporting financial planning and analysis functions for clients, with responsibilities including financial consulting, data analysis, and regulatory compliance.

Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management

Growth Opportunities

Responsibilities

Provides Financial consulting and strategic insights to clients with respect to their employee benefit health and welfare plans; runs financial/clinical components of client meetings

Analyzes client monthly financial reporting (MFSR) and presents MFSRs to strategic clients

Provides advanced CLUE reporting, presenting results to clients

Oversees the development and enhancements of new and existing client budget, financial and clinical analysis and tools, and CLUE reporting

Builds and maintains Financial/Clinical models to support client account teams; mentors and trains junior staff, as necessary

Recommends advanced strategic and tactical initiatives based upon clinical and financial data

Oversees IBNR methodology

Attends client meetings with occasional day and overnight travel required

Identifies opportunities provided by emerging market conditions that impact client health and welfare plans from a cost and clinical perspective

Identifies opportunities surrounding employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs

Identifies opportunities with respect to plan designs, funding arrangements, benefit/demographic adjustments, stop-loss insurance, out of network savings arrangements

Project management of advanced financial/reporting/ H&W benefits projects including overseeing deadlines and work of others

Performs special projects and other duties as requested

Qualification

Financial consultingData analysisFinancial modelingInsurance knowledgeClient managementAnalytical skillsExcelPowerPointProject managementTime managementCommunicationTeamwork

Required

High school diploma; college degree preferred

Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire

7+ years applicable experience, preferably in the insurance industry [at a brokerage or provider organization]

Strong programming skills and knowledge of Excel, PowerPoint

Ability to work with detail, follow directions and maintain a high level of accuracy

Excellent project and time management skills

Ability to multi-task and prioritize work, voluntarily extends hours, and/or solicit additional resources when necessary to ensure timely completion of tasks

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 relevant designations and/or continuing education, as appropriate

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

Ability to deal with problems involving several concrete variables in standardized situations

Ability to exert up to 10 pounds of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, and pull objects

Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies

Insurance Knowledge, Principles & Practice: Invests in the understanding and application of insurance principles, practices and coverage in order to consult with clients and meet their strategic needs, including risk transfer, financial elements, parties involved, and how business is transacted

Client Management: Ability to understand the client, prioritize deliverables, manage status, and proactively deliver unique and impactful solutions

Analytical Skills: Ability to identify an issue, investigate the facts, and develop and deploy an effective solution

Benefits

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?!