Client Service Consultant, PC jobs in United States
cer-icon
Apply on Employer Site
company-logo

Holmes Murphy · 2 days ago

Client Service Consultant, PC

Holmes Murphy is a forward-thinking and innovative company seeking a Client Service Consultant to join their Property Casualty team in Denver, CO. The role involves understanding client operations, consulting for pre-renewal meetings, marketing renewal policies, and ensuring account accuracy.

Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
check
Growth Opportunities

Responsibilities

Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided
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

Property Casualty Insurance licenseCustomer service experienceUnderwriting experienceRisk management experienceInsurance principlesClient consultationTask prioritizationTeam collaboration

Required

High school diploma; college degree preferred
Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry
Active state specific 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.
Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do.
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 because we believe growth is important.
Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money.

Company

Holmes Murphy

twittertwittertwitter
company-logo
Holmes Murphy provides property casualty insurance, employee benefits, captive insurance, risk management, and loss control.

Funding

Current Stage
Late Stage
Total Funding
$11.33M
2019-06-03Series Unknown· $11.33M

Leadership Team

leader-logo
Clint Gemmill
Vice President, Complex Risk Practice Leader
linkedin
leader-logo
Paul Crowley
VP Sales Leader, Employee Benefits
linkedin
Company data provided by crunchbase