Client Service Consultant, PC

HMA Group Holdings, LLC; Waukee (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

Holmes Murphy & Associates in Waukee, IA is seeking a Client Service Consultant to join our Property Casualty team. You will attend carrier meetings and lead client discussions, ensuring accurate coverage schedules and timely delivery of proposals.

This role requires at least 5 years in insurance customer service or underwriting, with an active license or ability to obtain within 3 months. A college degree is preferred and the ability to navigate agency systems for a world-class client

Qualifications

• Minimum 5+ years in customer service or underwriting in insurance.
• Active state Life & Health/Property Casualty license or ability to obtain within 3 months of hire.
• Strong understanding of agency systems and client documentation to ensure accuracy.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings.
• Work accounts from start to finish; may have support for larger or complex accounts.
• Consult with the team for pre-renewal meetings and develop client opportunities.
• Market renewal policies and negotiate with underwriters.
• Review quotes for accuracy and prepare proposal documents for client.
• Ensure client information and carrier submissions are accurate and current including schedules and endorsements.

Skills

Client service

Insurance knowledge

Attention to detail

Communication

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 Waukee, IA. 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 independently lead client meetings, as required.
• Work accounts from 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 develop 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 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.

Benefits

• Core benefits like health, dental and vision.
• Paid parental leave and supportive new parent benefits.
• Company paid continuing education and tuition reimbursement.
• 401k profit sharing; Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
• Generous time off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• Inclusion & Belonging programs with paid diversity day and development programs.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.