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Sr. Financial Consultant, EB
Sr. Financial Consultant, EBHolmes Murphy • Waukee, IA, US
Sr. Financial Consultant, EB

Sr. Financial Consultant, EB

Holmes Murphy • Waukee, IA, US
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Job Description :

Sr. Financial Consultant, EB – Waukee, IA

We are looking to add

Essential 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.

Job Description :

Sr. Financial Consultant, EB – Waukee, IA

We are looking to add a Sr. Financial Consultant to join our Employee Benefits team in Waukee, IA . 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 :

To support the financial planning and analysis functions for Holmes Murphy Employee Benefits clients, focusing on data analysis, financial modeling, and regulatory compliance. The individual in this role will work in accordance with the established objectives and procedures of Holmes Murphy & Associates.

Essential 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.

    • Additional Responsibilities :

  • 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.

    • Knowledge, Skills And Abilities :

  • 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.

    • Competencies

    Core Competencies :

    In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Employee consistently applies the competency in difficult situations, demonstrates deep understanding of its importance, and generally requires no guidance. Competencies applicable to this role include :

  • Trust : Build trust through honest and caring actions and consistently do the right thing.
  • Communication : Seek understanding to convey messages and information to others in a caring and constructive manner.
  • Client Focus : Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience.
  • Teamwork : Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths.

    • Qualifications :

  • Education : High school diploma; college degree preferred.
  • Licensing : Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire.
  • Experience : 7+ years applicable experience, preferably in the insurance industry [at a brokerage or provider organization].
  • Technical Competencies :
  • 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.

    • 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.

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Sales

    Industries

    Insurance

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