Insurance Client Service Consultant — Renewals & Relationships

Holmes Murphy; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Education reimbursement

401k profit sharing

Generous time-off

Volunteer time off

Inclusion programs

Merit increases

Job summary

Holmes Murphy in the Kansas City area is seeking a Client Service Consultant to support Architects & Engineers. You will lead client meetings, manage accounts end-to-end, and partner with underwriters to renew policies.

The role focuses on delivering world-class client experience, consulting on risk, and coordinating with internal teams to ensure accurate coverage, schedules, and renewal documents. Experience in insurance and licenses preferred.

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: Active state‑specific Property & Casualty Insurance agent’s license required, or ability to acquire within three months of hire.
• Technical Competencies: Applies insurance principles to consult with clients, contributes to workflows and processes, uses agency systems to deliver world‑class client experience, and ensures compliance.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with some support from a Client Service Specialist or a Senior Client Service Consultant for larger, more complex accounts.
• Consult with the team for pre‑renewal meetings on qualifying accounts and develop client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by keeping all customer information and carrier‑received items current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and store them in the agency management system (e.g., PSR, schedules, applications, experience modification worksheet, loss runs and summary).

Skills

Customer service

Insurance knowledge

Meeting facilitation

Negotiation

Education

High school diploma

College degree preferred

Tools

Agency systems

Job description

Holmes Murphy in the Kansas City area is seeking a Client Service Consultant to support Architects & Engineers. You will lead client meetings, manage accounts end-to-end, and partner with underwriters to renew policies.

The role focuses on delivering world-class client experience, consulting on risk, and coordinating with internal teams to ensure accurate coverage, schedules, and renewal documents. Experience in insurance and licenses preferred.