Sr. Client Service Consultant, PC

Holmes Murphy Insurance • Madison, WI

7d

About The Position

Holmes Murphy is seeking a Sr. Client Service Consultant to join its Property Casualty team in Madison, Wisconsin. The role focuses on understanding client operations and exposures, ensuring appropriate insurance coverage or presenting coverage options, supporting account renewals and client opportunities, and maintaining accurate account and policy information. The consultant works with the team, clients, and insurance company underwriters to prepare renewal materials and deliver a strong client experience while supporting compliance.

Requirements

• High school diploma; a college degree is preferred.
• At least 2 years of customer service, underwriting, or risk management experience in the insurance industry.
• Active state-specific Property Casualty Insurance agent’s license, or ability to acquire one 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 and use agency systems to provide a strong client experience and ensure compliance.
• Ability to understand clients, prioritize tasks, manage status, and proactively deliver impactful solutions.
• Candidates must not require immigration sponsorship now or in the future, including employer participation in renewal, extension, or new work authorization processes.

Nice To Haves

• College degree.

Responsibilities

• Understand client operations and exposures to ensure appropriate coverage is in place or provide coverage options.
• Consult with the team on pre-renewal meetings for qualifying accounts and the development of 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 items are accurate and current, including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save them to the agency management system. Documents may include PSRs, schedules, applications, experience modification worksheets, loss runs and summaries, and other pertinent information.

Benefits

• Health, dental, and vision benefits.
• Paid parental leave and supportive new-parent benefits.
• Company-paid continuing education and tuition reimbursement.
• 401(k) profit sharing, including an annual lump-sum company contribution for every full-time employee.
• Generous time off practices and paid holidays.
• Paid volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation.
• Inclusion and belonging programs, including a paid Diversity Day time-off option, Employee Resource Groups, a committee, and development programs.
• Annual merit increase and promotion opportunity reviews.
• Discretionary annual bonus opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED