Client Service Consultant, PC

HMA Group Holdings, LLC; Cedar Rapids (IA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Parental leave

Tuition reimbursement

401k profit sharing

Generous paid time off

Volunteer time off

Diversity and inclusion programs

Merit increases & promotions

Discretionary bonus opportunity

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. You will support end-to-end client service, renewals, and collaboration with underwriters to deliver exceptional service.

Responsibilities include leading client meetings, preparing renewal documents, and ensuring data accuracy across carrier documents and schedules. A strong insurance background and licensing are essential.

Qualifications

• High school diploma required; college degree preferred.
• 5+ years of customer service experience in insurance.
• Active Life & Health / Property Casualty license or ability to obtain within 3 months.
• Strong consultation and client servicing skills; ability to lead meetings and coordinate renewals.

Responsibilities

• Attend insurance carrier meetings and lead client meetings.
• Manage accounts from start to finish with possible support.
• Consult with team for pre-renewal meetings and opportunities.
• Market renewal policies and negotiate with underwriters.
• Review quotes for accuracy and prepare client proposals.
• Ensure accuracy of client data and carrier documents.
• Prepare renewal documents and store in agency system.
• Prepare PSR, schedules, experience mods, loss runs, and related files.

Skills

Customer service

Insurance knowledge

Account management

Education

High school diploma

College degree preferred

Tools

Agency systems

Job description

Job Description

We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. 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

Attend insurance carrier meetings and ability to independently lead client meetings, as required.

Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts.

Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities.

Market renewal policies and negotiate with insurance company underwriters.

Review quotes on accounts for accuracy and prepare proposal documents for client.

Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.

Prepares client renewal documents and saves to agency management system.

This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent 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 Life & Health/Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
• Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

About Us

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

• 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?!

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.

Equal Opportunity Employer

Holmes Murphy & Associates is an Equal Opportunity Employer.