Client Service Consultant, Architects and Engineers

HMA Group Holdings, LLC; Peoria (IL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

401(k) profit sharing

Generous time-off practices

Volunteer time off

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Architects & Engineers team in Peoria, IL (also in Waukee, IA; Kansas City, MO; and Madison, WI). The role oversees client meetings with carriers, manages accounts end-to-end, and collaborates on pre-renewal planning to identify opportunities.

You will market renewal policies, negotiate with underwriters, review quotes for accuracy, and prepare renewal documents in our agency system, ensuring complete and accurate

Qualifications

• High school diploma required; college degree preferred.
• Minimum 5+ years of customer service experience in the insurance industry.
• Active state-specific Property & Casualty Insurance license required or ability to acquire license within three months of hire.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish with support on larger, more complex accounts.
• Consult with the team for pre-renewal meetings on qualifying accounts and develop client opportunities.

Skills

Customer service

Insurance knowledge

Client consultation

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Job Description

We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with support from Client Service Specialist or Senior Client Service Consultant on 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 on accounts for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by verifying all customer information, coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save to the agency management system (including PSR, schedules, applications, experience mod worksheet, loss runs and summary, and other relevant information).

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 license within three months of hire.
• Technical Competencies: Understand insurance principles, consult with clients, contribute to workflows, manage status and deliver proactive solutions using agency systems.

Benefits

• Paid parental leave and supportive New Parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• Inclusion & Belonging programs: Uniquely United initiative, Diversity Day, and employee resource groups.
• Consistent merit increase and promotion opportunities.
• Discretionary annual bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.