Job Description: We are looking to add a Financial Consultant to join our EB team in Minneapolis, MN. 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 (MFSR) and presents MFSRs to clients. Provides intermediate-level financial reporting and presents results to clients. Works independently and/or under senior team member's 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: Education: High school diploma; college degree preferred. Experience: 3-5 years applicable experience, preferably in the insurance industry [at a brokerage or provider organization]. Licensing: Active state specific Life & Health Insurance agent’s license required or the ability to acquire license within three months of hire. Skills & Technical Competencies: Key skills for effective client consulting include a solid grasp of insurance principles to meet strategic needs, strong client management to prioritize and deliver impactful solutions, and sharp analytical abilities to identify and resolve issues efficiently. Competencies In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include: Core Competencies 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. Technical Competencies: Business & Technology Knowledge: Invests in the development of technical knowledge, understands business needs to make informed decisions and deliver technology solutions, including effective related processes and procedures. Problem Solving: Ability to efficiently identify problem(s), leverage resources to determine root cause(s) and propose and implement solutions or make improvements. 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 organization's success by effectively influencing and uplifting team members. 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. Inclusion & Belonging Programs — Holmes Murphy is committed to celebrating every employee’s unique potential. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience! Consistent merit increase and promotion opportunities — Employees are reviewed annually 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?! The salary range for Minnesota is $83,800 - $125,800. Compensation is based on several factors, including, but not limited to, education, work experience and industry certifications. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development. At this time, we are not considering candidates who require any type of immigration sponsorship now or in the future. This includes candidates whose current work authorization is temporary or set to expire and who would require employer participation in any renewal, extension, or new authorization process to continue employment. Holmes Murphy & Associates is an Equal Opportunity Employer. There’s No Place Like Holmes! You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office. Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

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