Client Service Consultant, PC

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

• Attend insurance carrier meetings and independently lead client meetings, as required.
• Manage accounts from start to finish; may support or be supported by other Client Service Specialists or Senior Consultants, especially for larger, complex accounts.
• Collaborate on pre-renewal meetings for qualifying accounts and develop client opportunities.
• Market renewal policies and negotiate with insurance underwriters. Review quotes for accuracy and prepare proposals for clients.
• Ensure account and policy accuracy by verifying customer information and items received from carriers, including coverage schedules, policies, endorsements, and audits.
• Prepare renewal documents and record them in the agency management system, including PSR, schedules, applications, experience mod worksheets, loss runs, and other relevant documents.

• High school diploma required; college degree preferred.
• Minimum 5+ years of experience in customer service, underwriting, or risk management within the insurance industry.
• Active state-specific Life & Health or Property & Casualty Insurance license required or ability to obtain within three months of hire.
• Strong understanding of insurance principles, workflows, and agency systems to deliver excellent client service and ensure compliance.

Holmes Murphy values a strong company culture built on trust, honest communication, meaningful client relationships, and team success. We empower employees and support their growth and development.

• Paid Parental Leave and New Parent Benefits
• Company-paid Continuing Education & Tuition Reimbursement
• 401(k) Profit Sharing
• Generous paid time off and holidays
• Paid Volunteer Time Off and charitable matching
• Diversity, Equity & Inclusion programs
• Merit-based raises and promotions
• Discretionary annual bonuses

Holmes Murphy & Associates is an Equal Opportunity Employer.