Property Casualty Client Service Lead — Renewal Strategy

Holmes Murphy; Minneapolis (MN); On-site; USD 78,000 - 129,000; Full time

Benefits offered by this job

401k Profit Sharing

Paid Parental Leave

Tuition Reimbursement

Generous PTO

Volunteer Time Off

Diversity & Inclusion

Job summary

Holmes Murphy in Minneapolis, MN is seeking a Client Service Consultant to join the Property Casualty team. The role involves leading client meetings, managing renewal processes, and coordinating with carriers to secure optimal terms.

The position requires 5+ years in customer service or underwriting within insurance, and an active life/health or property-casualty license or the ability to obtain one within three months. Collaboration and strong communication are essential.

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 the ability to acquire license within three months of hire.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings.
• Manage accounts from 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 underwriters.
• Review quotes for accuracy and prepare client proposal documents.
• Ensure accuracy of all customer information, coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save to agency management system.

Skills

Customer service experience

Underwriting experience

Risk management

Insurance licensing

Education

High school diploma

College degree preferred

Job description

Holmes Murphy in Minneapolis, MN is seeking a Client Service Consultant to join the Property Casualty team. The role involves leading client meetings, managing renewal processes, and coordinating with carriers to secure optimal terms.

The position requires 5+ years in customer service or underwriting within insurance, and an active life/health or property-casualty license or the ability to obtain one within three months. Collaboration and strong communication are essential.