Sr. Client Service Consultant/Sr. Account Manager, PC

Essential Responsibilities

• Takes ownership and leads accounts by servicing the largest and most complex accounts.
• Demonstrates exceptional customer service and operates as an effective partner with clients.
• Reviews insurance in place and assesses future needs of clients.
• Evaluates and recommends insurance options for clients.
• Maintains an awareness of complex or significant claims situations and assists in claims process management as requested.
• Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as understanding client’s business needs.
• Meets with team for pre-renewal meetings on assigned accounts and development of client opportunities.
• Prepares client renewal reviews and applications, orders renewals, as well as the completion of required documents.
• Manages various complex insurance plans such as loss sensitive risk funding plans, and associated loss development and loss forecasting.
• Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include exposure schedules, policy formats, policy endorsements, premiums, and invoicing.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 5+ 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.
• 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 Company

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 and tuition reimbursement, 401(k) profit sharing, generous time off practices, paid volunteer time off, and employee matching gifts to charities.
• Community involvement: Opportunities to make an impact and care for those around you through the Holmes Murphy Foundation.
• Professional development: Consistent merit increase and promotion opportunities, as well as a discretionary bonus opportunity.