Sr. Client Service Consultant, EB

Sr. Client Service Consultant – Employee Benefits Team, Sioux Falls, SD

Responsibilities

• Manage all aspects of a client account, including primary responsibility for maintaining overall relationship with client at the executive level;
• Communicate complex client strategies to partners;
• Develop and manage the scope of services for each client, including overall healthcare strategy and a financial budget;
• Work with the sales team to determine specific scope of services and responsibilities;
• Review insurance in place, assess future needs of client, develop and implement growth strategies for each client, resulting in increased revenue of existing client base as well as Company revenue;
• Draft complex Request for Proposals (RFPs) for review, make requested edits, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors, summarize and analyze proposals;
• Draft and deliver client presentations and communications tailored to each client’s employee population;
• Provide final review of employee communications, proposals, documents and contracts; provide feedback to service team members as needed;
• Oversee management of the financial budget for each client;
• Review monthly Company produced Monthly Financial Summary Report (MFSR) for self‑funded clients and quarterly insurance carrier produced reports for fully insured clients;
• Provide regular written updates to the client on tracking of the health plan according to the financial budget;
• Complete additional responsibilities as assigned.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum five years administrative, customer service, or office experience, preferably in the insurance industry (brokerage or provider organization).
• Licensing: Active state‑specific Life & Health Insurance agent license required or ability to acquire license within three months of hire.
• Technical Competencies: Invested in understanding and applying insurance principles to consult with clients and meet 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

• Core health, dental, and vision coverage;
• Paid parental leave and supportive new‑parent benefits;
• Company‑paid continuing education and tuition reimbursement;
• 401(k) profit sharing – lump‑sum contribution to every full‑time employee’s 401(k);
• Generous time off in addition to paid holidays;
• Paid volunteer time off and employee matching gifts through the Holmes Murphy Foundation;
• DE&I programs including diversity day time off, Chief Diversity Officer, and DE&I committee;
• Consistent merit increase and promotion opportunities annually;
• Discretionary bonus opportunity annually.

Holmes Murphy & Associates is an Equal Opportunity Employer.