Insurance Client Success Consultant

HMA Group Holdings; Cedar Rapids (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity Day/Belonging programs

Merit increases and promotion cycles

Job summary

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. You will lead client meetings, coordinate renewal activities, and collaborate with underwriters to secure favorable terms for clients.

Ideal candidates bring 5+ years in insurance client service, solid licensing or ability to obtain within a few months, and a strong grasp of insurance principles to deliver a world-class client experience.

Qualifications

• High school diploma required; college degree preferred.
• Minimum 5+ years of customer service experience in the insurance industry.
• Active state Life & Health/Property Casualty license or ability to obtain within 3 months.
• Strong insurance principles knowledge and client-focused consultative skills.

Responsibilities

• Attend carrier meetings and lead client meetings as required.
• Manage accounts from start to finish with possible support.
• Consult on pre-renewal meetings and opportunities for clients.
• Market renewals and negotiate with underwriters.
• Ensure accuracy of coverage schedules, policies, and audits; prepare renewal documents.

Skills

Customer service

Insurance knowledge

Client relationships

Time management

Education

High school diploma

Bachelor's degree preferred

Tools

Agency management system

Job description

Holmes Murphy & Associates is seeking a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. You will lead client meetings, coordinate renewal activities, and collaborate with underwriters to secure favorable terms for clients.

Ideal candidates bring 5+ years in insurance client service, solid licensing or ability to obtain within a few months, and a strong grasp of insurance principles to deliver a world-class client experience.