Account Manager, Employee Benefits

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”

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! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add an Account Manager to join our Employee Benefits team in Dallas, TX. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

The purpose of this position is to evaluate the needs and risks of existing clients and help create a benefit strategy specific to those needs.  Interacts directly and independently with clients and carriers to manage day-to-day tasks for assigned clients, according to Holmes Murphy best practices, to ensure that both client expectations and Holmes Murphy operational goals are met on time and within budget. This role may also serve as a trainer and mentor for new team members. The above service will be provided in a professional and timely manner.

 

Responsibilities:

• Provide account management support for client teams to coordinate client work.
• Collaborate with client team to set the benefit strategy for clients. This includes an evaluation of the client’s current benefits, and assisting with recommendations to the client.
• Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
• Establish and manage timelines that clearly identify all tasks, task durations, and team resources responsible for completing the tasks and milestones needed to complete assigned projects.
• 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.
• Coordinate sales and service teams with marketing of new and renewal business to include gathering needed information, submission to carriers, and preparation of proposal to client.
• Gather data for carrier negotiations of a renewal. May work with carrier independently or in conjunction with service team to resolve negotiations.  
• Prepare and create materials for presentations, utilizing software packages such as Excel, PowerPoint, and Word.
• Coordinate the implementation of new health and welfare benefit plans.
• Communicate daily with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc). Follows up on outstanding issues or client requests.
• Interact with client contacts independently, including traveling to client sites. May be responsible for presenting at open enrollment meetings or other client presentations.
• Schedule and assist with meeting facilitation; owns and updates agendas and project plans (including health fairs).
• Research and handle escalated client issues or questions.
• Maintain employee benefit product files, both electronically and in hard copy, as appropriate, for clients and in accordance with Holmes Murphy’s processes.
• Process applications, review and deliver policies, and perform policyholder service.
• Ensure account accuracy to include: reviewing coverages, renewals, applications, new business submissions, as well as, checking upon receipt; policies, endorsements, premiums, invoicing, and spd’s.
• Analyze client data and building a story to use for client recommendations.
• Assist with the training and on boarding of new team members. May develop a training plan and act as an on-going mentor for processes and procedures.
• Coordinate with Analysts to complete analysis per client and/or account lead request (dependent upon location).
• Coordinate meetings between client and vendor partners (dependent upon location).

 

Knowledge, Skills, and Abilities:

• Good knowledge of employee benefit coverages and the ability to apply that knowledge in the performance of the job duties.
• Ability to read, understand and analyze life and health coverages, forms and policies.
• Ability to maintain