Client Service Consultant, Architects and Engineers

Holmes Murphy; Kansas City (MO); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Paid parental leave

Education reimbursement

401k profit sharing

Generous time-off

Volunteer time off

Inclusion programs

Merit increases

Résumé du poste

Holmes Murphy in the Kansas City area is seeking a Client Service Consultant to support Architects & Engineers. You will lead client meetings, manage accounts end-to-end, and partner with underwriters to renew policies.

The role focuses on delivering world-class client experience, consulting on risk, and coordinating with internal teams to ensure accurate coverage, schedules, and renewal documents. Experience in insurance and licenses preferred.

Qualifications

• Education: High‑school diploma; college degree preferred.
• Experience: Minimum 5+ years of customer service experience, underwriting or risk management in the insurance industry.
• Licensing: Active state‑specific Property & Casualty Insurance agent’s license required, or ability to acquire within three months of hire.
• Technical Competencies: Applies insurance principles to consult with clients, contributes to workflows and processes, uses agency systems to deliver world‑class client experience, and ensures compliance.

Responsabilités

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with some support from a Client Service Specialist or a Senior Client Service Consultant for larger, more complex accounts.
• Consult with the team for pre‑renewal meetings on qualifying accounts and develop client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by keeping all customer information and carrier‑received items current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and store them in the agency management system (e.g., PSR, schedules, applications, experience modification worksheet, loss runs and summary).

Connaissances

Customer service

Insurance knowledge

Meeting facilitation

Negotiation

Formation

High school diploma

College degree preferred

Outils

Agency systems

Description du poste

Client Service Consultant – Architects & Engineers

Location – Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI.

We are looking to add a Client Service Consultant to join our Architects & Engineers team in a forward‑thinking, innovative, and vibrant company culture, with opportunities to broaden your skills.

Essential Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with some support from a Client Service Specialist or a Senior Client Service Consultant for larger, more complex accounts.
• Consult with the team for pre‑renewal meetings on qualifying accounts and develop client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by keeping all customer information and carrier‑received items current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and store them in the agency management system (e.g., PSR, schedules, applications, experience modification worksheet, loss runs and summary).

Qualifications

• Education: High‑school diploma; college degree preferred.
• Experience: Minimum 5+ years of customer service experience, underwriting or risk management in the insurance industry.
• Licensing: Active state‑specific Property & Casualty Insurance agent’s license required, or ability to acquire within three months of hire.
• Technical Competencies: Applies insurance principles to consult with clients, contributes to workflows and processes, uses agency systems to deliver world‑class client experience, and ensures compliance.

Benefits

• Paid parental leave and new‑parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401k profit sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts.
• Inclusion & belonging programs (Uniquely United, diversity day, ERGs).
• Consistent merit increases and promotion opportunities.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.