Sr. Client Service Consultant, PC

Holmes Murphy • Madison, WI

5d

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 clients’ operations and exposures, ensuring appropriate insurance coverage is in place or presenting coverage options, and delivering accurate, proactive client service. The consultant works with the team on qualifying pre-renewal meetings and client opportunities, markets renewal policies, negotiates with insurance underwriters, reviews quotes, and prepares client proposals and renewal materials. The role also maintains accurate and current account and policy information, including coverage schedules, policies, endorsements, and audits, and saves relevant renewal documents in the agency management system.

Holmes Murphy describes its culture as focused on trust, honest and caring actions, clear and constructive communication, meaningful client relationships, and supporting employees’ unique potential and team success. The company offers benefits and employee programs including health, dental, and vision coverage; parental support; education assistance; retirement profit sharing; paid time off and holidays; volunteer opportunities; inclusion and belonging initiatives; career advancement opportunities; and discretionary bonuses.

Candidates must not require immigration sponsorship now or in the future. Holmes Murphy & Associates is an Equal Opportunity Employer.

Requirements

• High school diploma.
• 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 the 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, use agency systems, provide a strong client experience, and ensure compliance.
• Ability to understand clients, prioritize tasks, manage status, and proactively deliver impactful solutions.
• Must not require immigration sponsorship now or in the future.

Nice To Haves

• College degree preferred.

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, including items such as 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 contribution for every full-time employee.
• Generous time off practices 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, a committee, employee resource groups, and development programs.
• Annual merit increase and promotion opportunities.
• Annual discretionary bonus opportunity.

What This Job Offers

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