Financial Consultant, EB

Financial Consultant

We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX. 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

• Runs and analyzes client monthly financial reporting and presents MFSRs to clients.
• Provides intermediate-level financial reporting and presents results to clients.
• Works independently and / or under senior team members guidance to assist with client budget modeling as needed.
• Recommends basic strategic and tactical initiatives based upon clinical and financial data.
• Analyzes IBNR results with senior team member oversight.
• Attends client meetings with occasional day and overnight travel required.
• Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective.
• Articulates employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs.
• Articulates plan designs, funding arrangements, benefit / demographic adjustments, stop-loss insurance, out of network savings arrangements.
• Project management of intermediate financial / reporting / H&W benefits projects.
• Performs special projects and other duties as requested.

Qualifications

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 organizations success by effectively influencing and uplifting team members.

Benefits : In addition to core benefits like health, dental and vision, also enjoy benefits such as :

Holmes Murphy & Associates is an Equal Opportunity Employer.