Sr. Client Service Consultant, PC

Holmes Murphy Insurance • Madison, WI

72d

About The Position

We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI. 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! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved. 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. Meet with team for pre-renewal meetings on assigned accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. 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.

Requirements

• High school diploma; college degree preferred.
• Minimum 5+ 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.
• Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

Responsibilities

• Take ownership and lead accounts by servicing the largest and most complex accounts.
• Demonstrates exceptional customer service and operates as an effective partner with clients.
• Market renewal policies and negotiate with insurance company underwriters.
• Reviews insurance in place and assesses future needs of client.
• Evaluates and recommends insurance options for clients.
• Maintains an awareness of complex or significant claims situations and assists in claims process management.
• Investigates or identifies appropriate resources to resolve complex insurance issues.
• Maintains visibility with clients, fostering lasting relationships.
• Meet with team for pre-renewal meetings on assigned accounts.
• Prepares client renewal reviews and applications, orders renewals, and completes required documents.
• Manages various complex insurance plans such as loss sensitive risk funding plans.
• Accountable for account accuracy by ensuring that online customer information is accurate and current.

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.
• DE&I programs including paid Diversity Day time off option.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees