Client Service Consultant, Architects and Engineers

Job Description

We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria, IL;
Waukee, IA;
Kansas City, MO; or Madison, WI.

• Attend insurance carrier meetings and independently lead client meetings as required.
• Work accounts from start to finish, with support from Client Service Specialist or Senior Client Service Consultant on 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 clients.
• Ensure account and policy accuracy by verifying all customer information, coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save to the agency management system (including PSR, schedules, applications, experience mod worksheet, loss runs and summary, and other relevant information).

• 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 license within three months of hire.
• Technical
  
  Competencies:
  
  Understand insurance principles, consult with clients, contribute to workflows, manage status and deliver proactive solutions using agency systems.

• Paid parental leave and supportive New Parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• Inclusion & Belonging programs:
  Uniquely United initiative, Diversity Day, and employee resource groups.
• Consistent merit increase and promotion opportunities.
• Discretionary annual bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.