Client Service Consultant, PC

HMA Group Holdings, LLC; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

Paid Parental Leave

Continuing education and tuition reimbursement

401k profit-sharing

Generous time-off practices

Volunteer time off

Inclusion & Belonging Programs

Job summary

HMA Group Holdings, LLC is seeking a Client Service Consultant to join our Property Casualty team in Omaha, NE. The role involves understanding client operations to ensure appropriate coverage, consulting with the team on client opportunities, and negotiating policies with underwriters.

The ideal candidate will have a minimum of 2 years in customer service or risk management in insurance, with an active Property Casualty Insurance agent’s license essential. Benefits include health options, parental leave, and a profit-sharing 401k.

Qualifications

• Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
• Active state-specific Property Casualty Insurance agent’s license required or ability to acquire within three months of hire.

Responsibilities

• Understand client operations and exposures to ensure appropriate coverage is in place or options provided.
• Consult with the team for pre-renewal meetings on qualifying accounts.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes for accuracy and prepare proposal documents for client.
• Ensure all customer information is accurate and current.
• Prepare client renewal documents and save to agency management system.

Skills

Customer service

Insurance principles

Risk management

Negotiation

Education

High school diploma; college degree preferred

Job description

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

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.
• Prepare client renewal documents and save to agency management system. This may 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 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.

Benefits

• Core benefits including health, dental, and vision.
• Paid Parental Leave and supportive New Parent Benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401k profit‑sharing: each year the company makes a lump‑sum contribution to every full‑time employee’s 401k.
• Generous time‑off practices in addition to paid holidays.
• Volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Inclusion & Belonging Programs, including paid Diversity Day, an Uniquely United Committee, Employee Resource Groups, and development programs.

Holmes Murphy & Associates is an Equal Opportunity Employer.