Client Service Consultant, PC

Socket.dev; Minneapolis (MN); On-site; USD 78,000 - 129,000; Full time

Benefits offered by this job

Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Inclusion & Belonging programs

Job summary

Holmes Murphy in Minneapolis, MN is seeking a Client Service Consultant to join our Property Casualty team. You will manage client accounts from start to finish, lead meetings with carriers, and help renewals with underwriters.

Requirements include a high school diploma (college degree preferred), 5+ years in customer service or insurance, and licensing or ability to obtain a Life & Health/Property Casualty license within three months.

Qualifications

• High school diploma; college degree preferred.
• 5+ years of customer service experience, underwriting or risk management in the insurance industry.
• Active state-specific Life & Health/Property Casualty license or ability to obtain within three months of hire.
• Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings.
• Manage accounts from start to finish; may have Client Service Specialist support and/or Sr. Client Service Consultant support.
• Pre-renewal meetings on qualifying accounts and development of client opportunities.
• Market renewal policies and negotiate with underwriters.
• Review quotes for accuracy and prepare proposal documents for clients.
• Ensure client information, coverage schedules, endorsements, and audits are accurate.
• Prepare renewal documents and save to agency management system.

Skills

Customer service

Insurance knowledge

Meeting facilitation

Client relations

Communication

Education

High school diploma

College degree preferred

Job description

Job Description:

We are looking to add a Client Service Consultant to join our Property Casualty team in Minneapolis, MN. 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.

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: 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.


• 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?!

The salary range for Minnesota residents is $77,500 - $129,100. 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.

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.

Holmes Murphy & Associates is an Equal Opportunity Employer.