Client Service Consultant, PC

Essential Responsibilities

• Attend insurance carrier meetings and 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.
• Accountable for account and policy accuracy by ensuring 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 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.

About the Role

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

• Core benefits: Health, dental, and vision insurance.
• Additional benefits: Paid Parental Leave, supportive New Parent Benefits, Company paid continuing Education & Tuition Reimbursement, 401k Profit Sharing, and generous time off practices including paid holidays.
• Community involvement: Paid Volunteer time off and employee matching gifts to charities.
• Inclusion & Belonging Programs: Uniquely United Committee, Employee Resource Groups, and development programs.
• Motivational factors: Discretionary bonus opportunity and consistent merit increase and promotion opportunities.

Pay

Details about pay are not specified in the job description.

Schedule

Details about the schedule are not specified in the job description.