Client Service Consultant, PC - Holmes Murphy : Job Details

We are looking to add a Client Service Consultant to join our Property Casualty team in Cedar Rapids, 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!

• 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.

• 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 Life & Health/Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
• Technical Competencies: 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.

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.

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• 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.
• 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.