Client Service Consultant, Architects and Engineers

About the role

We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI. Holmes Murphy offers a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential.

Responsibilities

• Attend insurance carrier meetings and independently lead client meetings, as required.
• Manage accounts from start to finish, with potential support from a Client Service Specialist or by assisting a Senior Client Service Consultant on 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 clients.
• Ensure account and policy accuracy by verifying all customer information, coverage schedules, policies, endorsements, and audits are accurate and current.
• Prepare client renewal documents and save them to the agency management system, including PSRs, schedules, applications, experience mod worksheets, loss runs and summaries, and other pertinent information.

Requirements

• High school diploma; college degree preferred.
• Minimum 5+ years of customer service experience, underwriting, or risk management in the insurance industry.
• Active state-specific Property Casualty Insurance agent’s license required or the ability to acquire it within three months of hire.

Skills

• 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.

About Us

We place a high emphasis on building a best-in-class culture through empowering employees to build trust via honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships, and contributing to organizational success by influencing and uplifting team members.

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company-paid continuing education and tuition reimbursement.
• 401k Profit Sharing with annual lump-sum contributions to every full-time employee’s 401k, even if you don’t contribute personally.
• Generous paid time off in addition to paid holidays.
• Paid Volunteer Time Off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Inclusion & Belonging Programs, including a paid Diversity Day, Uniquely United Committee, Employee Resource Groups, and development programs.
• Annual merit increases and promotion opportunities.
• Discretionary bonus opportunity.