We are looking to add a Client Service Consultant to join our Property Casualty team in Waukee, IA. 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
- Attend insurance carrier meetings and independently lead client meetings, as required.
- Work accounts from start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing larger, more complex accounts.
- Consult with the team for pre-renewal meetings on qualifying accounts and develop 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 could 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 5+ years of customer service experience, underwriting or risk management in the insurance industry.
- Licensing: Active state-specific Life & Health/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.
Benefits
- Core benefits like health, dental and vision.
- Paid parental leave and supportive new parent benefits.
- Company paid continuing education and tuition reimbursement.
- 401k profit sharing; Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
- Generous time off practices in addition to paid holidays.
- Paid volunteer time off and employee matching gifts to charities.
- Inclusion & Belonging programs with paid diversity day and development programs.
- Consistent merit increase and promotion opportunities.
- Discretionary bonus opportunity.
Holmes Murphy & Associates is an Equal Opportunity Employer.
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