Client Service Consultant, Team Lead, PC

Yourcaptive; Waukee (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental & vision

Paid parental leave

401k profit sharing

Education & tuition reimbursement

Volunteer time off

Diversity & inclusion programs

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant, Team Lead in Waukee, IA. You will lead client renewal meetings, own accounts end-to-end, and supervise the service team to deliver high-quality client service and risk management solutions.

Strong insurance knowledge and a valid P&C license are required or obtainable within three months. The role offers a collaborative culture with growth opportunities, dedication to compliance, and ongoing professional development, including

Qualifications

• High school diploma; college degree preferred.
• 5+ years of customer service experience, underwriting or risk management in the insurance industry.
• Active state Property Casualty license or ability to acquire within 3 months of hire.
• Industry designations such as CIC, CPCU, MLIS, CRIS preferred.

Responsibilities

• Lead client renewal meetings and manage accounts from start to finish.
• Supervise the service team and coach on workflow, process, and client consulting.
• Provide accurate policy information, endorsements, and audits to carriers and clients.
• Coordinate training, ensure quality service and standardized processes.
• Contribute to growth by identifying client opportunities and delivering solutions.

Skills

People leadership

Customer service

Insurance knowledge

Education

High school diploma; college degree preferred

Job description

## Client Service Consultant, Team Lead, PCApplylocations: Waukeetime type: Full timeposted on: Posted Todayjob requisition id: R0000734**Job Description:**We are looking to add a **Client Service Consultant, Team Lead** to join our **Select** 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, as required.* Independently lead client renewal meetings, as required.* Take ownership and lead accounts start to finish, including service center and non-service center; may have some Client Service Specialist support.* 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.* Consultant with the team, including producers as necessary, 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.* 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.* Knowledge transfer and sharing through various platforms (i.e.: team meetings, emails, Salesforce Chatter, etc.).* Knowledge and use of various carrier websites for quoting purposes.**Management Responsibilities:*** Lead and motivate team by: + Ensure right talent is in the right role for the success of the organization, which may include hiring and terminating employees. + Coach and counsel team members on areas such as workflow, process and procedure, customer service and client consulting. + Prepare and conduct performance feedback that defines future goals and objectives and hold employees accountable. + Foster a high-performance culture by supporting career development and advancement for team members. + Responsible for timesheet management, including responding to PTO/RTO requests and approving timesheets. + Participate in compensation decisions for team members, as applicable.* Facilitate regularly scheduled meetings to foster teamwork.* Attend team and enterprise meetings, as well as leadership training opportunities offered internally and externally.* Coordinate initial and ongoing training with Growth & Development and team members on new and established processes and procedures.* Support and maintain standardized processes to ensure efficient and effective quality service according to established quality guidelines.* Provide backup assistance for team members, as necessary.**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: Industry-related designations or certifications such as CIC, CPCU, MLIS, CRIS, etc., preferred. Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.* Technical Competencies: Invest in understanding and applying insurance principles to advise clients on risk transfer, financial elements, and business transactions. Contribute to workflows and processes to deliver a world-class client experience while adhering to compliance requirements. Foster client relationships by understanding their needs, prioritizing deliverables, and proactively delivering impactful solutions.**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?!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.