Senior Property & Casualty Client Service Consultant

Holmes Murphy; Cedar Rapids (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity Day

Merit increases

Discretionary bonus opportunity

Job summary

Holmes Murphy in Cedar Rapids, IA is seeking a Client Service Consultant to join our Property Casualty team. This role offers a forward-thinking culture and the opportunity to lead client meetings and manage complex accounts end-to-end.

Responsibilities include pre-renewal discussions, negotiating with underwriters, reviewing quotes, and ensuring accuracy of policies and schedules for clients.

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

Responsibilities

• Attend insurance carrier meetings and ability to independently lead client meetings, as required.
• Working accounts start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing 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 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.

Job description

Holmes Murphy in Cedar Rapids, IA is seeking a Client Service Consultant to join our Property Casualty team. This role offers a forward-thinking culture and the opportunity to lead client meetings and manage complex accounts end-to-end.

Responsibilities include pre-renewal discussions, negotiating with underwriters, reviewing quotes, and ensuring accuracy of policies and schedules for clients.