Employee Benefits Financial Consultant

Job Description:

We are looking to add a Financial Consultant to join our Innovative Captive Strategies team in Waukee, IA or Dallas, TX. This team member will support the financial planning and analysis functions for captive clients, focusing on data analysis, financial modeling, and regulatory compliance.

Essential Responsibilities:

• Running and analyzing monthly financial reports (MFSR), presenting complex reporting results, and participating in the development of financial reporting enhancements and new CLUE reporting.
• Developing and enhancing client budget, financial, and clinical analysis tools, building and maintaining models to support client teams, and mentoring junior staff.
• Recommends strategic and tactical initiatives based on data, runs and analyzes IBNR results, attends client meetings with occasional travel, and articulates the impact of market conditions and compliance regulations on client plans.
• Project management for complex financial/reporting projects and performing special projects as needed.

Qualifications:

• Education: High school diploma; college degree preferred.
• Experience: 5-7 years applicable experience, preferably in the insurance industry at a brokerage or provider organization.
• Skills & Technical Competencies: Strong programming skills and proficiency in Excel and PowerPoint, with a keen attention to detail. Excellent project and time management skills, be able to multi-task and prioritize work effectively, and be willing to work extended hours or seek additional resources as needed. The candidate should demonstrate a commitment to continuous learning through participation in educational opportunities and pursuit of relevant designations or continuing education.

Here’s a little bit about us:

Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.

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.
• 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.

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