Senior Client Service Consultant: Insurance & Risk

HMA Group Holdings, LLC; Kansas City (MO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid Parental Leave

401k Profit Sharing

Tuition Reimbursement

Generous time off

Volunteer time off

Job summary

Holmes Murphy in Kansas City, MO is seeking a Sr. Client Service Consultant to lead large, complex insurance accounts within our Property Casualty team.

The role emphasizes client partnership, renewal strategies, and proactive issue resolution to safeguard client satisfaction. You will advise on coverage options, coordinate renewal activities, and maintain strong relationships with clients and underwriters, ensuring accurate policy data and timely communications.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 5+ 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.
• Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world‑class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

Responsibilities

• Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size.
• Market renewal policies and negotiate with insurance company underwriters.
• Reviews insurance in place and assesses future needs of client; evaluates and recommends insurance options for clients.
• Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved.
• Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as understanding client’s business needs.
• Meet with team for pre‑renewal meetings on assigned accounts and development of client opportunities.
• Prepares client renewal reviews and applications, orders renewals, as well as the completion of required documents.
• Manages various complex insurance plans such as loss sensitive risk funding plans, and associated loss development and loss forecasting.
• Accountable for account accuracy by ensuring that on‑line customer information, as well as items received by carriers are accurate and current to include exposure schedules, policy formats, policy endorsements, premiums, and invoicing.

Skills

Customer service

Underwriting

Risk management

Insurance principles

Education

High school diploma; college degree preferred.

Job description

Holmes Murphy in Kansas City, MO is seeking a Sr. Client Service Consultant to lead large, complex insurance accounts within our Property Casualty team.

The role emphasizes client partnership, renewal strategies, and proactive issue resolution to safeguard client satisfaction. You will advise on coverage options, coordinate renewal activities, and maintain strong relationships with clients and underwriters, ensuring accurate policy data and timely communications.