Client Service Consultant, PC

Holmes Murphy Insurance•Omaha, NE

3d•Onsite

About The Position

We are looking to add a Client Service Consultant to join our Property Casualty team in Omaha, NE. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Requirements

Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
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.

Nice To Haves

college degree preferred

Responsibilities

Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.
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.
Be accountable for account and policy accuracy by ensuring that 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.