Financial Consultant, Employee Benefits

Holmes Murphy

Financial Consultant – Dallas, TX

How have we maintained our 90 years of independence? Because we’re bullish in the industry, we’re innovative, we offer cutting-edge services and benefits, and we care deeply about our employees, clients, and communities. That’s what being part of an employee-owned, powerhouse company can do. Our employees write our playbook, have a seat at the table in the decisions we make, and work together (not against each other) — providing an exceptional employee experience.

Sound enticing? Interested in the potential of becoming a shareholder/owner for one of the largest independent brokerages in the nation? Check out our open Financial Consultant opportunity and apply!

We are looking to add a Financial Consultantto 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.

This role will assist the underwriting and analytics team with financial and accounting analysis services in accordance with the established objectives and procedures of Holmes Murphy & Associates.


Financial/Clinical Reporting

  • Runs and Analyzes client monthly financial reporting (MFSR).
  • Presents MFSRs to clients.
  • Participates in development of financial reporting enhancements.
  • Provides complex CLUE reporting, presents results to clients.
  • Assists in development of new CLUE reporting.
  • Runs, analyzes and delivers IBNR analysis.
  • Takes prominent role in the development of new client financial and clinical analysis and tools.

Financial/Clinical Consulting

  • Builds and maintains Financial/Clinical models to support client account teams; mentors and trains junior staff, as necessary.
  • Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans; Responsible for presenting financial/clinical data to clients.
  • Awareness of opportunities provided by emerging market conditions that impact client health and welfare plans from a cost and clinical perspective.
  • Assists in development and enhancements of new and existing client budget/clinical tools.
  • Mentors junior team members as needed.

General Responsibilities

  • Provides timely, accurate, courteous, and appropriate responses to co-workers, clients and insurance carriers.
  • Identifies and takes ownership of problem-solving opportunities.
  • Awareness of opportunities regarding HIPAA, ERISA, PPACA and all other employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs.
  • Awareness of opportunities with respect to plan designs, funding arrangements, benefit/demographic adjustments, stop-loss insurance, out of network savings arrangements.
  • Project management of complex financial/reporting/ H&W benefits projects.
  • Recommends complex strategic and tactical initiatives based upon clinical and financial data.
  • Performs additional duties upon request (e.g. Biometric, Incentive Files, File compiling).
  • Employs Holmes Murphy & Associates policies and procedures to execute all job-related responsibilities.

Knowledge, Skills, and Abilities:

  • Ability to understand and work with financial, accounting, math and health care concepts.
  • Strong programming skills and knowledge of Excel, PowerPoint.
  • Advanced level of data understanding and use
  • Effective verbal and written communication skills, as well as ability to present information effectively in a client setting.
  • Ability to work with detail, follow directions and maintain a high level of accuracy.
  • Ability to listen, understand and address client needs and concerns in the processes.
  • Excellent project and time management skills.
  • Is multi-tasked oriented and prioritizes work, voluntarily extends hours, and/or solicits additional resources when necessary to ensure timely completion of tasks.
  • Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.


  • Education: College degree preferred.  Active state-specific Life/Health Insurance agent license preferred.
  • Experience: 5-7 years’ experience, preferably in a life/health, employee benefits or provider organization.

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.
  • 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.