Client Service Consultant, PC

We are looking to add a Client Service Consultant to join our Property Casualty team in Omaha, NE.

Responsibilities

• Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.
• 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.
• Prepare client renewal documents and save to agency management system. This may include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
• Licensing: Active state‑specific Property Casualty Insurance agent’s license required or ability to acquire license within three months of hire.
• Skills & 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.

Benefits

• Core benefits including health, dental, and vision.
• Paid Parental Leave and supportive New Parent Benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401k profit‑sharing: each year the company makes a lump‑sum contribution to every full‑time employee’s 401k.
• Generous time‑off practices in addition to paid holidays.
• Volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Inclusion & Belonging Programs, including paid Diversity Day, an Uniquely United Committee, Employee Resource Groups, and development programs.

Holmes Murphy & Associates is an Equal Opportunity Employer.