Operations Consultant

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 Operations Consultant to join our Employee Benefits team. Preference for candidates to sit out of the Waukee, IA or Dallas, TX office, but open to other locations depending on candidate experience. 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 champion the best practices and use of client services tools and resources for the Employee Benefits departments in all offices. This role will work alongside the Best Practices and Growth & Development teams to identify potential areas of improvement to create an exemplary employee and client experience.

Here’s just a bit of what you’d do:

  • Act as best practices liaison for all Employee Benefits offices, managing our line of business resources.
  • Support strategic goals and initiatives defined by Employee Benefits and Organizational leaders and create initiatives that further the company’s overall goals.
  • Work with service and sales leaders to understand the needs of our clients.
  • Coordinate different teams to foster exchange of ideas and provide cross-team learning opportunities.
  • Support deployment of Employee Benefits Systems. Responsible for successful implementation of new Employee Benefits systems, design of workflow, assist in training and provide review to assure practices and efficiencies are achieved.
  • Act as quality manager for benefit departments to assure quality reviews are done according to Holmes Murphy Errors and Omissions guidelines.
  • Oversee various Employee Benefits technology and general resources partnerships.
  • Manage Employee Benefits (Non-Clinical) vendor RFI, Tools & Resources.

You’d also need to be equipped with the knowledge, skills, and abilities to do the job, including, but not limited to:

  • Excellent knowledge of employee benefit client management strategies and the ability to apply that knowledge in the performance of the job duties.
  • Good understanding of effective sales and customer service methods and the ability to apply this knowledge relative to the broker perspective.
  • Ability to develop and foster effective relationships with employees, strategic partners, etc.
  • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with leaders and team members.
  • Ability to manage projects, lead people, and influence change.
  • Ability to successfully plan and facilitate meetings to uncover and resolve issues, drive decision making, and keep objectives in focus.
  • Ability to Liaise between different company departments and stakeholders to ensure collaboration and coordination
  • The ability to travel for projects or as required to provide services such as training, best practices workflow, etc.
  • Ability to operate a computer and working knowledge of various software packages such as, Word, PowerPoint and Excel.
  • Ability to make innovative and effective decisions, acting independently, and in a proactive manner within corporate guidelines.
  • Ability to provide leadership and focus on improvement.
  • Ability to keep current on industry trends to include legislative compliance issues.
  • Must be knowledgeable of and comply with Holmes Murphy’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

And let’s not forget the qualifications for the position:

  • Education: College degree, preferred. Ability to obtain state-specific Life/Health Insurance agent license within 3 months of hire, if role requires. Technical designations such as CEBS, CLU, etc., helpful.
  • Experience: Minimum of 3 years’ experience in an employee benefits organization. Previous project management experience preferred.

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

  • Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
  • Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
  • 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
  • Flexible work arrangements and schedules — We truly want to know what works for you as we look to support your unique and full potential.
  • Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
  • DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
  • Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
  • Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!


Holmes Murphy & Associates is an Equal Opportunity Employer.