Client Service Consultant, PC

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients.

We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of Caring for your unique potential is our SOUL purpose!

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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! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add a Client Service Consultant to join our Property & Casualty team in Minneapolis, MN . Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

The purpose of this position is to handle a book of business for assigned clients, which includes evaluating the needs and risks of these clients and assist them in creating an insurance program specific to those needs.

This role includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business.

Client Service Consultants are expected to independently perform the tasks required to efficiently manage accounts and provide excellent customer service.

The above service will be provided in a professional and timely manner all in accordance with our documented processes and procedures.

Here’s just a bit of what you’d do :

• Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients.
• Respond to daily client service needs which may include but not limited to :
• Working accounts start to finish; may have some Client Service Specialist support and / or supporting Client Manager.
• Prepares certificates, binders, auto ID cards and accident kits.
• Attend Insurance Carrier Meetings.
• Order policy changes from carriers, update computer system and set follow-up activities.
• Processes endorsements by checking coverages, invoice and update client management systems.
• Keep follow-up activities current.
• Reviews, processes, and summarizes audits.
• Investigates and corrects omitted items and commission differences on audits and endorsements.
• 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.
• Maintain monthly reporting forms.
• Take ownership and lead accounts.
• Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.
• Attend Client renewal meetings, as required.
• Consult with Client on coverage needs.
• Participate in Contract Review.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes on accounts for accuracy and prepare proposal documents for client.
• Prepares client renewal documents and saves to agency management system.
• Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements and audits.
• Develops and maintains positive work relationships with team members.
• Interact with personnel throughout the agency as well as customers and insurance company representatives.
• Train and mentor Client Service Specialists as needed.
• Knowledge transfer and sharing through various platforms (i.e. : team meetings, emails, Salesforce Chatter, etc.).
• Performs special projects and other duties as requested.

You’d also need to be equipped with the knowledge, skills, and abilities to the job, including, but not limited to :

• Strong knowledge of property casualty coverages.
• Knowledge and use of various carrier websites for quoting purposes.
• Excellent communication skills.
• Advanced negotiation, presentation, and critical thinking skills.
• Maintains outstanding professional demeanor at all times.
• Ability to interpret policy contractual provisions.
• Experience with computer data entry required; working familiarity with agency management system, Microsoft Excel, Outlook, PowerPoint and Word.
• Ability to review, analyze and check experience mods.
• High level of organizational ability; able to handle and prioritize multiple tasks.
• Ability to work both independently and in a team environment.
• Detail orientation and problem-solving ability.
• Strong analytical skills.
• Ability to maintain a high level of confidentiality.
• Ability to follow all established agency procedures.
• Capable of working on accounts from beginning to end.
• Ability and willingness to participate in internal and external educational opportunities.
• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

And let’s not forget the qualifications for the position :

• Education : High school diploma; college degree preferred. Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
• Experience : Minimum 3+ years customer service, underwriting, or risk management experience in the insurance industry.

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

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Flexible work arrangements and schedules.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.
• DE&I programs.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.

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