Client Service Consultant, PC

Holmes Murphy Insurance•Cedar Rapids, IA

23h

About The Position

Holmes Murphy is seeking a Client Service Consultant to join its Property Casualty team in Cedar Rapids, Iowa. The role involves servicing insurance accounts from start to finish, with potential support from a Client Service Specialist and collaboration with a Senior Client Service Consultant on larger, more complex accounts. The consultant works with clients and insurance carriers, supports renewal and marketing activities, and ensures account and policy information is accurate and current. The position requires applying insurance principles to understand clients’ strategic needs, contributing to team workflows and deliverables, and using agency systems to provide a strong client experience and ensure compliance. Holmes Murphy describes its culture as focused on trust, caring actions, clear communication, meaningful client relationships, and supporting employee and organizational success.

Requirements

High school diploma.
At least 5 years of customer service experience, underwriting, or risk management in the insurance industry.
Active state-specific Life & Health and/or Property Casualty insurance agent license, or ability to acquire a license within three months of hire.
Ability to understand and apply insurance principles to consult with clients and meet their strategic needs.
Ability to contribute to workflows, processes, and deliverables using agency systems while supporting client experience and compliance.
Ability to understand clients, prioritize tasks, manage status, and proactively deliver impactful solutions.

Nice To Haves

College degree.

Responsibilities

Attend insurance carrier meetings and independently lead client meetings as required.
Service accounts from start to finish, potentially with support from a Client Service Specialist or by supporting a Senior Client Service Consultant on larger, more complex accounts.
Consult with the team on pre-renewal meetings for qualifying accounts and develop client opportunities.
Market renewal policies and negotiate with insurance company underwriters.
Review account quotes for accuracy and prepare proposal documents for clients.
Ensure customer information and carrier-provided materials are accurate and current, including coverage schedules, policies, endorsements, and audits.
Prepare client renewal documents and save them to the agency management system, including applicable PSRs, schedules, applications, experience modification worksheets, loss runs and summaries, and other pertinent information.

Benefits

Health insurance
Dental insurance
Vision insurance
Paid parental leave and supportive new parent benefits
Company-paid continuing education and tuition reimbursement
401(k) profit sharing, including an annual lump-sum contribution for every full-time employee
Generous time off and paid holidays
Paid volunteer time off and employee matching gifts to charities
Inclusion and belonging programs, including a paid Diversity Day time-off option, employee resource groups, and development programs
Annual merit increase and promotion opportunity reviews
Discretionary annual bonus opportunity