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Holmes Murphy · 3 hours ago

Client Service Consultant, PC

Cedar Rapids, IA

Full-time

Onsite

Senior Level

5+ years exp

Holmes Murphy is a forward-thinking and innovative company seeking a Client Service Consultant to join their Property Casualty team in Cedar Rapids, IA. The role involves leading client meetings, managing accounts, negotiating with insurance underwriters, and ensuring policy accuracy to provide a world-class client experience.

Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management

Growth Opportunities

Responsibilities

Attend insurance carrier meetings and ability to independently lead client meetings, as required

Working accounts 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 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

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

Prepares client renewal documents and saves to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information

Qualification

Insurance principlesClient relationship managementActive state insurance licenseCustomer service experienceUnderwriting experienceRisk management experienceCommunication skillsTeam collaborationProblem-solving skills

Required

High school diploma; college degree preferred

Minimum 5+ years of customer service experience, underwriting or risk management in the insurance industry

Active state specific Life & Health/Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire

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

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. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.

Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.

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. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!

Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.

Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!