Strategic Insurance Client Service Consultant – A&E

Holmes Murphy; Waukee (IA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

401k profit sharing

Generous time-off

Volunteer time off

Diversity programs

Merit increases

Discretionary bonus opportunity

Job summary

Holmes Murphy is seeking a Client Service Consultant to join our Architects & Engineers team serving clients in Peoria, IL; Waukee, IA; Kansas City, MO; and Madison, WI. You will lead client meetings, manage renewal projects, and work with underwriters to secure favorable terms.

Required are 5+ years in insurance customer service, a Property & Casualty license (or ability to obtain within three months), and a strong understanding of underwriting or risk management.

Qualifications

• Minimum 5+ years of customer service experience in insurance.
• Active state-specific Property & Casualty license or ability to obtain within 3 months.
• Strong knowledge of underwriting or risk management concepts.
• Experience leading client meetings and renewal discussions.

Responsibilities

• Attend carrier meetings and lead client meetings as required.
• Manage accounts from start to finish with team support as needed.
• Consult on pre-renewal meetings on qualifying accounts.
• Market renewal policies and negotiate with underwriters.
• Review quotes for accuracy and prepare client proposals.
• Ensure account and policy data is accurate and up-to-date.
• Prepare renewal documents and store in the agency system.

Skills

Customer service experience

Insurance knowledge

Client consultation

Education

High-school diploma

College degree preferred

Tools

Agency management systems

Job description

Holmes Murphy is seeking a Client Service Consultant to join our Architects & Engineers team serving clients in Peoria, IL; Waukee, IA; Kansas City, MO; and Madison, WI. You will lead client meetings, manage renewal projects, and work with underwriters to secure favorable terms.

Required are 5+ years in insurance customer service, a Property & Casualty license (or ability to obtain within three months), and a strong understanding of underwriting or risk management.