Client Service Consultant, PC

About the role

We are looking to add a Client Service Consultant to join our Property Casualty team in Denver, CO. Our forward-thinking, innovative, and vibrant company culture offers 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 support from a Client Service Specialist or Senior Client Service Consultant for 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 for accuracy and prepare proposal documents for clients.
• Ensure account and policy accuracy by verifying customer information, coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save them to the agency management system, including PSR, schedules, applications, experience mod worksheets, loss runs, and summaries.

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 Life & Health/Property Casualty Insurance agent’s license required or ability to acquire within three months of hire.

Skills

• Understands and applies 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, ensuring clear 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 from Holmes Murphy, even if you do not 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.

Pay

The salary range for Colorado residents is $65,600–$109,300. Compensation is based on education, work experience, and industry certifications. In addition to salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses and professional development support.