Client Service Consultant, PC

Yourcaptive; Dallas (TX); On-site; USD 57,500 - 98,900; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

401k profit sharing

Generous time off practices

Paid volunteer time off

Diversity and inclusion programs

Merit increase opportunities

Job summary

A leading insurance firm in Dallas, TX is looking for a Client Service Consultant to join their Property Casualty team. The role requires understanding client needs, ensuring correct coverage, and managing renewal policies. Candidates should have at least 2 years of experience in customer service or underwriting. The firm promotes a vibrant culture with benefits like paid parental leave and a 401k profit-sharing plan, enhancing both work-life balance and employee development.

Qualifications

• Minimum 2+ years experience in customer service or insurance.
• Active state specific Property Casualty Insurance agent’s license required.
• Ability to understand client operations and exposures.

Responsibilities

• Understand client operations to ensure proper coverage.
• Market renewal policies and negotiate with underwriters.
• Prepare client renewal documents and ensure accuracy.

Skills

Customer service

Insurance principles understanding

Negotiation skills

Time management

Risk management

Education

High school diploma

College degree

Job description

Client Service Consultant, PC page is loaded## Client Service Consultant, PClocations: Dallastime type: Full timeposted on: Posted Todayjob requisition id: R0000790**Job Description:**We are looking to add a **Client Service Consultant** to join our **Property Casualty** team in **Dallas, TX**. 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:*** Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.* 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 2+ years customer service, underwriting, or risk management experience in the insurance industry.* Licensing: Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.* Skills & 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.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 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.*The salary range for Colorado residents is $57,500– $98,900. 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.*Holmes Murphy & Associates is an Equal Opportunity Employer.#LI-GH1**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: