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Client Service Consultant, PC

Client Service Consultant, PC

Holmes MurphyMadison, WI, US
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Client Service Consultant

We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI. 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!

Essential 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.

Qualifications

  • Education : High school diploma; college degree preferred.
  • Experience : Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
  • Licensing : Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
  • Skills & 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

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

    • Holmes Murphy & Associates is an Equal Opportunity Employer.

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    Client Service Consultant • Madison, WI, US