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Job description
Client Service Consultant – Architects & Engineers
Location – Peoria, IL; Waukee, IA; Kansas City, MO; or Madison, WI.
We are looking to add a Client Service Consultant to join our Architects & Engineers team in a forward‑thinking, innovative, and vibrant company culture, with opportunities to broaden your skills.
Essential Responsibilities
Attend insurance carrier meetings and independently lead client meetings as required.
Work accounts from start to finish, with some support from a Client Service Specialist or a Senior Client Service Consultant for larger, more complex accounts.
Consult with the team for pre‑renewal meetings on qualifying accounts and develop client opportunities.
Market renewal policies and negotiate with insurance company underwriters.
Review quotes for accuracy and prepare proposal documents for clients.
Ensure account and policy accuracy by keeping all customer information and carrier‑received items current, including coverage schedules, policies, endorsements, and audits.
Prepare client renewal documents and store them in the agency management system (e.g., PSR, schedules, applications, experience modification worksheet, loss runs and summary).
Qualifications
Education: High‑school diploma; college degree preferred.
Experience: Minimum 5+ years of customer service experience, underwriting or risk management in the insurance industry.
Licensing: Active state‑specific Property & Casualty Insurance agent’s license required, or ability to acquire within three months of hire.
Technical Competencies: Applies insurance principles to consult with clients, contributes to workflows and processes, uses agency systems to deliver world‑class client experience, and ensures compliance.
Benefits
Paid parental leave and new‑parent benefits.
Company‑paid continuing education and tuition reimbursement.
401k profit sharing.
Generous time‑off practices in addition to paid holidays.
Paid volunteer time off and employee matching gifts.
Inclusion & belonging programs (Uniquely United, diversity day, ERGs).
Consistent merit increases and promotion opportunities.
Discretionary bonus opportunity.
Holmes Murphy & Associates is an Equal Opportunity Employer.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.