Client Service Consultant, Architects and Engineers

Client Service Consultant – Architects & Engineers

Location – Peoria, IL;
Waukee, IA;
Kansas City, MO; or Madison, WI.

We are looking to add a Client Service Consultant to join our Architects & Engineers team in a forward‑thinking, innovative, and vibrant company culture, with opportunities to broaden your skills.

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with some support from a Client Service Specialist or a Senior Client Service Consultant for 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 for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by keeping all customer information and carrier‑received items current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and store them in the agency management system (e.g., PSR, schedules, applications, experience modification worksheet, loss runs and summary).

• 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 Property & Casualty Insurance agent’s license required, or ability to acquire within three months of hire.
• Technical
  
  Competencies:
  
  Applies insurance principles to consult with clients, contributes to workflows and processes, uses agency systems to deliver world‑class client experience, and ensures compliance.

• Paid parental leave and new‑parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401k profit sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts.
• Inclusion & belonging programs (Uniquely United, diversity day, ERGs).
• Consistent merit increases and promotion opportunities.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.