Insurance Client Service Consultant – Renewals & Quotes

HMA Group Holdings, LLC; Peoria (IL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

401(k) profit sharing

Generous time-off practices

Volunteer time off

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Architects & Engineers team in Peoria, IL (also in Waukee, IA; Kansas City, MO; and Madison, WI). The role oversees client meetings with carriers, manages accounts end-to-end, and collaborates on pre-renewal planning to identify opportunities.

You will market renewal policies, negotiate with underwriters, review quotes for accuracy, and prepare renewal documents in our agency system, ensuring complete and accurate

Qualifications

• High school diploma required; college degree preferred.
• Minimum 5+ years of customer service experience in the insurance industry.
• Active state-specific Property & Casualty Insurance license required or ability to acquire license within three months of hire.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish with support on larger, more complex accounts.
• Consult with the team for pre-renewal meetings on qualifying accounts and develop client opportunities.

Skills

Customer service

Insurance knowledge

Client consultation

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Architects & Engineers team in Peoria, IL (also in Waukee, IA; Kansas City, MO; and Madison, WI). The role oversees client meetings with carriers, manages accounts end-to-end, and collaborates on pre-renewal planning to identify opportunities.

You will market renewal policies, negotiate with underwriters, review quotes for accuracy, and prepare renewal documents in our agency system, ensuring complete and accurate