Property Casualty Client Service Pro

Yourcaptive; Cedar Rapids (IA); On-site; USD 52,000 - 72,000; 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 in Cedar Rapids, IA is seeking a Client Service Consultant to support our Property Casualty team. You will understand client operations, review renewals, and coordinate with underwriters to ensure accurate coverage and compelling proposals.

The role requires a high school diploma (college degree preferred) and at least 2 years in customer service, underwriting, or risk management in insurance.

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.
• Skills: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.

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.

Skills

Customer service

Underwriting

Risk management

Insurance licensing

Client consultation

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Holmes Murphy & Associates in Cedar Rapids, IA is seeking a Client Service Consultant to support our Property Casualty team. You will understand client operations, review renewals, and coordinate with underwriters to ensure accurate coverage and compelling proposals.

The role requires a high school diploma (college degree preferred) and at least 2 years in customer service, underwriting, or risk management in insurance.