Sr. Client Service Consultant, PC

Holmes Murphy; Sioux Falls (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity & Belonging programs

Job summary

Holmes Murphy in Sioux Falls, SD, seeks a Sr. Client Service Consultant to join our Property Casualty team. You will lead the largest, most complex accounts and partner with clients to renew, negotiate with underwriters, and assess future insurance needs.

We value strong client relationships, proactive service, and deep insurance knowledge. If you are results-driven and enjoy a collaborative culture, this is your opportunity to grow with Holmes Murphy.

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: Understands insurance principles to consult with clients and meet strategic needs; uses agency systems to deliver client experience and ensure compliance.

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.
• Demonstrates exceptional customer service and partners with clients including market renewals and negotiations with underwriters; reviews and advises on client insurance needs; handles claims process support as requested.
• Investigates or identifies resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains visibility with clients and builds lasting relationships through professional and technical expertise and understanding of 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 and completes required documents.
• Manages complex insurance plans including loss sensitive funding and loss forecasting.
• Ensures account information and carrier documents are accurate and current.

Skills

Customer service

Underwriting knowledge

Risk management

Client relations

Communication

Education

High school diploma

College degree preferred

Tools

Agency systems

Job description

Job Description

We are looking to add a

• 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.
• Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: 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.
• Market renewal policies and negotiate with insurance company underwriters.
• 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.

Job Description

We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Sioux Falls, SD. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential 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.
• Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: 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.
• Market renewal policies and negotiate with insurance company underwriters.
• 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.

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.

Here’s a Little Bit About Us

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization’s success by effectively influencing and uplifting team members.

Benefits

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• Inclusion & Belonging Programs — Holmes Murphy is committed to celebrating every employee’s unique potential. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience!
• Consistent merit increase and promotion opportunities — Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

At this time, we are not considering candidates who require any type of immigration sponsorship now or in the future. This includes candidates whose current work authorization is temporary or set to expire and who would require employer participation in any renewal, extension, or new authorization process to continue employment.

Holmes Murphy & Associates is an Equal Opportunity Employer.