Insurance Client Renewal Specialist

HMA Group Holdings, LLC; Cedar Rapids (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid parental leave

401k profit sharing

Tuition reimbursement

Generous time off

Job summary

Holmes Murphy & Associates in Cedar Rapids, IA, is seeking a Client Service Consultant to support the Property Casualty team. You will understand client operations, prepare renewal documents, and market renewals to underwriters.

The role requires 2+ years in insurance-related customer service or risk management, and a Property & Casualty license or plan to obtain within 3 months. Collaborative, client-focused professionals are encouraged to apply.

Qualifications

• Minimum 2+ years in customer service, underwriting, or risk management in the insurance industry.
• Active state license for Property & Casualty or ability to obtain license within 3 months of hire.

Responsibilities

• Understand client operations and exposures to ensure appropriate coverage or coverage options.
• 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.

Skills

Insurance principles

Client consultation

Agency systems

Prioritization

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Holmes Murphy & Associates in Cedar Rapids, IA, is seeking a Client Service Consultant to support the Property Casualty team. You will understand client operations, prepare renewal documents, and market renewals to underwriters.

The role requires 2+ years in insurance-related customer service or risk management, and a Property & Casualty license or plan to obtain within 3 months. Collaborative, client-focused professionals are encouraged to apply.