Client Service Consultant, PC

Job Description

We are looking to add a Client Service Consultant to join our Select 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!

• 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.
• Take ownership and lead accounts from start to finish, including service center and non-service center; may have some Client Service Specialist support.
• 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.
• Independently lead client renewal meetings, as required.
• Consult with the team, including producers as necessary, 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.
• Knowledge and use of various carrier websites for quoting purposes.

• 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 the ability to acquire license within three months of hire.
• Technical
  
  Competencies:
  
  Invest in understanding and applying insurance principles to advise clients on risk transfer, financial elements, and business transactions. Contribute to workflows and processes to deliver a world-class client experience while adhering to compliance requirements. Foster client relationships by understanding their needs, prioritizing deliverables, and proactively delivering impactful solutions.

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization’s success by effectively influencing and uplifting team members.

• Paid Parental Leave and supportive New Parent Benefits – We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement – We support those who want to develop and grow.
• 401k Profit Sharing – Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
• Generous time off practices in addition to paid holidays – Yes, we actually encourage employees to use their time off.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you – Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs – Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us.
• Consistent merit increase and promotion opportunities – Annually, employees are reviewed for merit increases and promotion opportunities.
• Discretionary bonus opportunity – Yes, there is an annual opportunity to make more money.

Holmes Murphy & Associates is an Equal Opportunity Employer.