Insurance Client Partner – Architects & Engineers

Holmes Murphy; Madison (WI); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

401k profit sharing

Generous time-off

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant for the Architects & Engineers team. Location options include Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI.

The role focuses on leading client meetings, renewals, and high-touch service for complex accounts. You will coordinate with carriers, prepare proposals, and ensure accuracy across policies and schedules, while supporting client retention and growth.

Qualifications

• Minimum 5+ years of customer service experience in insurance.
• Active state Property & Casualty license or ability to obtain within three months of hire.
• Strong consultative and communication skills to engage clients.

Responsibilities

• Attend carrier meetings and lead client meetings as required.
• Manage accounts from start to finish with possible support for complex cases.
• Consult with team for pre-renewal meetings on qualifying accounts and develop client opportunities.
• Market renewal policies and negotiate with underwriters.
• Review quotes for accuracy and prepare client proposals.
• Maintain account and policy information up-to-date in the agency system.

Skills

Customer service

Insurance principles

Agency systems

Risk management

Compliance

Education

High-school diploma

College degree preferred

Tools

Agency management system

Insurance quoting system

Job description

Holmes Murphy & Associates is seeking a Client Service Consultant for the Architects & Engineers team. Location options include Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI.

The role focuses on leading client meetings, renewals, and high-touch service for complex accounts. You will coordinate with carriers, prepare proposals, and ensure accuracy across policies and schedules, while supporting client retention and growth.