Sr. Client Service Consultant/Sr. Account Manager, PC

HMA Group Holdings, LLC; Kansas City (MO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Paid parental leave

401(k) profit sharing

Paid volunteer time off

Consistent merit increases

Job summary

HMA Group Holdings, LLC is seeking a Sr. Client Service Consultant for its Property Casualty team based in Kansas City, MO. This role involves leading complex accounts and providing exceptional customer service to clients.

Candidates should possess a solid understanding of insurance principles, with a minimum of 5 years experience. The position offers comprehensive benefits including health coverage, paid parental leave, tuition reimbursement, and opportunities for merit increases.

Qualifications

• 5+ years in customer service, underwriting, or risk management in the insurance sector.
• Active state-specific Property Casualty Insurance agent’s license or ability to acquire within three months.

Responsibilities

• Lead accounts and service complex client needs.
• Negotiate insurance policies with underwriters.
• Prepare renewal applications and manage claims.

Skills

Customer service

Risk management

Insurance principles

Education

High school diploma

College degree (preferred)

Job description

Sr. Client Service Consultant – Property Casualty team – Kansas City, MO

Responsibilities

• Take ownership and lead accounts by servicing the largest and most complex accounts.
• Serve as Client Service Consultant or Specialist based on account size.
• Demonstrate exceptional customer service and act as an effective partner with clients, including:
  • Negotiate market renewal policies with insurance company underwriters.
  • Review existing insurance and assess future client needs.
  • Evaluate and recommend optimal insurance options.
• Maintain awareness of significant claims situations and assist in claims process management, ensuring client claim issues are satisfactorily resolved.
• Investigate or identify appropriate resources to resolve complex insurance issues, ensuring client and sales team satisfaction.
• Maintain visibility with clients, fostering lasting relationships through professional expertise and understanding of client business needs.
• Meet with team for pre‑renewal meetings on assigned accounts and development of client opportunities.
• Prepare client renewal reviews and applications, order renewals, and complete required documents.
• Manage complex insurance plans such as loss‑sensitive risk funding plans, loss development, and loss forecasting.
• Ensure account accuracy by maintaining up‑to‑date online customer information and carrier‑received items, including exposure schedules, policy formats, endorsements, premiums, and invoicing.

Qualifications

• High school diploma required; college degree preferred.
• Minimum 5+ years of customer service, underwriting, or risk management experience in the insurance industry.
• Active state‑specific Property Casualty Insurance agent’s license required or ability to acquire license within three months of hire.
• Strong understanding of and ability to apply insurance principles to consult with clients and meet their strategic needs.
• Experience contributing to workflows, processes, and deliverables using agency systems to provide world‑class client experience and ensure compliance.
• Ability to understand client needs, prioritize tasks, manage status, and deliver proactive, impactful solutions.

Benefits

• Health, dental, and vision coverage.
• Paid parental leave and supportive new‑parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing for all full‑time employees.
• Generous time off, including paid holidays and encouraging use of vacation days.
• Paid volunteer time off and employee matching gifts to charities.
• DE&I programs, including paid Diversity Day and dedicated DE&I leadership.
• Consistent merit increases and promotion opportunities.
• Discretionary annual bonus opportunity.