Property Casualty Client Advisor & Renewal Specialist

Holmes Murphy; Cedar Rapids (IA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Job summary

Holmes Murphy is seeking a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. This role emphasizes a forward-thinking, vibrant culture and the opportunity to grow within a trusted insurance partner.

You will work on understanding client operations, preparing renewal documents, and coordinating with underwriters to secure optimal coverage and client satisfaction. A strong service mindset and 2+ years in insurance are preferred.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
• Licensing: Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.

Responsibilities

• Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.
• 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 on accounts for accuracy and prepare proposal documents for client.
• Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
• Prepares client renewal documents and saves to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.

Skills

Customer service

Underwriting

Risk management

Insurance principles

Communication

Education

High school diploma

College degree preferred

Tools

Agency systems

Job description

Holmes Murphy is seeking a Client Service Consultant to join our Property Casualty team in Cedar Rapids, IA. This role emphasizes a forward-thinking, vibrant culture and the opportunity to grow within a trusted insurance partner.

You will work on understanding client operations, preparing renewal documents, and coordinating with underwriters to secure optimal coverage and client satisfaction. A strong service mindset and 2+ years in insurance are preferred.