Client Service Consultant, PC

Holmes Murphy Insurance; Omaha (NE); Vor Ort; USD 48.000 - 68.000; Vollzeit

Benefits dieser Stelle

Paid parental leave

Tuition reimbursement

401(k) profit sharing

Generous time off

Volunteer time off

Inclusion & Belonging programs

Merit-based raises

Discretionary bonus opportunity

Zusammenfassung

Holmes Murphy in Omaha, NE seeks a Client Service Consultant for our Property Casualty team. The role focuses on understanding client operations, advising on coverage options, and supporting renewal processes to drive client success.

Responsibilities include preparing renewal documents, reviewing quotes, and coordinating with carriers to ensure accuracy and timely deliverables. A background in insurance and a license or plan to obtain one is required.

Qualifikationen

• High school diploma required; college degree preferred.
• Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
• Active state Property Casualty Insurance license required or able to acquire within three months of hire.

Aufgaben

• Understand client operations and exposures to ensure appropriate coverage or options.
• Consult with 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.
• Ensure accuracy of client information, carriers' items, coverage schedules, endorsements, and audits.
• Prepare client renewal documents and save to agency management system (PSR, schedules, applications, loss runs, etc.).

Kenntnisse

Insurance principles

Client consultation

Workflow optimization

Underwriting awareness

Ausbildung

High school diploma

College degree preferred

Jobbeschreibung

Job Description:

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

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?!

Holmes Murphy & Associates is an Equal Opportunity Employer.