Sr. Financial Consultant, EB

Job Description

We are looking to add a Sr. 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!

• 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.

• 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.

• 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.

• 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.

• 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…