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

Yourcaptive; Kansas City (MO); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

DE&I programs

Job summary

Holmes Murphy is seeking a Sr. Client Service Consultant to join the Property Casualty team in Kansas City, MO. The role emphasizes ownership of large, complex accounts, delivering exceptional service, and building lasting client relationships.

You will work with clients and underwriters to renew policies, assess future needs, and provide informed insurance options while ensuring accurate information and proactive support. A vibrant culture and growth opportunities are highlighted.

Qualifications

• 5+ years of customer service, underwriting or risk management experience in the insurance industry.
• Active state Property Casualty license required or ability to obtain within three months of hire.

Responsibilities

• Own and lead accounts, servicing the largest and most complex clients.
• Renewals: market policies and negotiate with insurance underwriters.
• Review existing coverage and assess future client needs; recommend options.
• Maintain client relationships and ensure client and sales team satisfaction.
• Assist in claims management and resolution when needed; ensure accuracy of data and documents.

Skills

Customer Service

Account Management

Insurance Knowledge

Relationship Building

Education

High School Diploma

Bachelor's degree preferred

Tools

Agency systems

Job description

Job Description

We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Kansas City, MO. 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

• 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.
• DE& I programs — Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!

Additional Benefits

Consistent merit increase and promotion opportunities — Annually, employees are reviewed 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's an annual opportunity to make more money.

Who doesn't love that?! There's No Place Like Holmes!

Company Culture and Growth Opportunities

You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office. Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!