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Job Description
We are looking to add a Client Service Consultant to our Property Casualty team in Cedar Rapids, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your potential, there really is no place like Holmes!
Essential Responsibilities
- Attend insurance carrier meetings and independently lead client meetings, as required.
- Manage accounts from start to finish; may support or be supported by other Client Service Specialists or Senior Consultants, especially for larger, complex accounts.
- Collaborate on pre-renewal meetings for qualifying accounts and develop client opportunities.
- Market renewal policies and negotiate with insurance underwriters. Review quotes for accuracy and prepare proposals for clients.
- Ensure account and policy accuracy by verifying customer information and items received from carriers, including coverage schedules, policies, endorsements, and audits.
- Prepare renewal documents and record them in the agency management system, including PSR, schedules, applications, experience mod worksheets, loss runs, and other relevant documents.
Qualifications
- High school diploma required; college degree preferred.
- Minimum 5+ years of experience in customer service, underwriting, or risk management within the insurance industry.
- Active state-specific Life & Health or Property & Casualty Insurance license required or ability to obtain within three months of hire.
- Strong understanding of insurance principles, workflows, and agency systems to deliver excellent client service and ensure compliance.
About Us
Holmes Murphy values a strong company culture built on trust, honest communication, meaningful client relationships, and team success. We empower employees and support their growth and development.
Benefits
- Paid Parental Leave and New Parent Benefits
- Company-paid Continuing Education & Tuition Reimbursement
- 401(k) Profit Sharing
- Generous paid time off and holidays
- Paid Volunteer Time Off and charitable matching
- Diversity, Equity & Inclusion programs
- Merit-based raises and promotions
- Discretionary annual bonuses
Holmes Murphy & Associates is an Equal Opportunity Employer.
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