Insurance Client Service Consultant: Growth & Impact

Yourcaptive

Minneapolis (MN)

Hybrid

USD 78,000 - 129,000

Full time

6 days ago
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Benefits offered by this job

Paid Parental Leave
Education & Tuition Reimbursement
401k Profit Sharing
Generous time off
Volunteer time off
Diversity & Belonging initiatives

Job summary

Holmes Murphy seeks a Client Service Consultant to join the Property Casualty team in Minneapolis, MN. You will lead client meetings, manage renewal processes, and coordinate with underwriters to secure favorable terms.

A high level of client service and insurance knowledge is essential. The role requires 5+ years in customer service within insurance, and a Life & Health/Property Casualty license or the ability to obtain one within three months.

Qualifications

  • Education: High school diploma; college degree preferred.
  • Experience: Minimum 5+ years in customer service, underwriting or risk management in insurance.
  • Licensing: Active Life & Health/Property Casualty license or ability to obtain within 3 months.
  • Technical: Applies insurance principles to consult with clients and deliver compliant, proactive service.

Responsibilities

  • Attend insurance carrier meetings and independently lead client meetings as required.
  • Manage accounts from start to finish, with possible support for larger accounts.
  • Prepare renewal documents and client proposals using agency systems.
  • Negotiate renewals with underwriters and review quotes for accuracy.

Skills

Customer service
Client meetings
Communication
Insurance knowledge

Education

High school diploma
College degree preferred

Tools

Agency management system

Job description

Holmes Murphy seeks a Client Service Consultant to join the Property Casualty team in Minneapolis, MN. You will lead client meetings, manage renewal processes, and coordinate with underwriters to secure favorable terms.

A high level of client service and insurance knowledge is essential. The role requires 5+ years in customer service within insurance, and a Life & Health/Property Casualty license or the ability to obtain one within three months.

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