Insurance Renewal & Client Service Consultant

HMA Group Holdings, LLC; Minneapolis (MN); On-site; USD 78,000 - 129,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Job summary

Holmes Murphy & Associates seeks a Client Service Consultant to join its Property Casualty team in Minneapolis, MN. The role focuses on managing client renewals, leading meetings with carriers, and delivering world-class client service within a vibrant culture.

The ideal candidate has 5+ years of customer service experience in insurance, with licensing in Life & Health or Property/Casualty or the ability to obtain it within three months.

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 Life & Health/Property Casualty Insurance agent’s license required or ability to acquire license within three months of hire.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings.
• Manage accounts start to finish with possible support for larger, more complex accounts.
• 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 for accuracy and prepare proposal documents for clients.
• Ensure all customer information and carrier items are accurate and current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save to agency management system.

Skills

Customer service

Client meetings

Renewal negotiations

Account management

Insurance knowledge

Education

High school diploma

College degree preferred

Job description

Holmes Murphy & Associates seeks a Client Service Consultant to join its Property Casualty team in Minneapolis, MN. The role focuses on managing client renewals, leading meetings with carriers, and delivering world-class client service within a vibrant culture.

The ideal candidate has 5+ years of customer service experience in insurance, with licensing in Life & Health or Property/Casualty or the ability to obtain it within three months.