Client Service Consultant, EB

at  HMA Group Holdings LLC

Imagine a 90-year-old who’s hip to the times, successful, independent, colors outside the lines, invests money in things they’re super passionate about (like the people who surround them), and loves giving back to their community. OK, stop imagining. It’s us. We’re that 90-year-old.
Holmes Murphy is fiercely independent and employee-owned, crazy about what we do, purpose-driven, passionate about giving back, and obsessed with creating the best employee experience (which translates to client success!). And guess what, we’re hiring for a Client Service Consultant. Interested? Read on and apply!
We are looking to add a Client Service Consultant to join our Employee Benefits team in Denver, CO. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.
This role will provide account management support for other Consultants and Senior Consultants, articulating client strategy to internal and external partners.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to operate a computer and working knowledge of various software packages, such as Word and Excel.
• Ability to travel to client’s location in coordination with sales/service team members is a must.
• 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 a technical designation and/or continuing education, as appropriate.
• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

QUALIFICATIONS:

• 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.

• Initiate opportunities to round accounts, to include presenting information to client with or without assistance from the Senior Consultant.
• Maintain positive working relationships and clear communication with co-workers, 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 the tasks, and meeting needs and milestones needed to complete assigned projects.
• 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 co-workers, 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).
• Performs special projects and other duties as requested.