Client Service Consultant, PC

Yourcaptive; Minneapolis (MN); Hybrid; USD 78,000 - 129,000; Full time

Benefits offered by this job

Paid Parental Leave

Education & Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity & Belonging initiatives

Job summary

Holmes Murphy seeks a Client Service Consultant to join the Property Casualty team in Minneapolis, MN. You will lead client meetings, manage renewal processes, and coordinate with underwriters to secure favorable terms.

A high level of client service and insurance knowledge is essential. The role requires 5+ years in customer service within insurance, and a Life & Health/Property Casualty license or the ability to obtain one within three months.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 5+ years in customer service, underwriting or risk management in insurance.
• Licensing: Active Life & Health/Property Casualty license or ability to obtain within 3 months.
• Technical: Applies insurance principles to consult with clients and deliver compliant, proactive service.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Manage accounts from start to finish, with possible support for larger accounts.
• Prepare renewal documents and client proposals using agency systems.
• Negotiate renewals with underwriters and review quotes for accuracy.

Skills

Customer service

Client meetings

Communication

Insurance knowledge

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Client Service Consultant, PC page is loaded## Client Service Consultant, PClocations: Minneapolistime type: Full timeposted on: Posted Todayjob requisition id: R0000984**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.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.* 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.*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.**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: