About this opportunity
HMA Group Holdings, LLC lists this Client Service Consultant, PC opportunity in waukee, Iowa. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are looking to add a Client Service Consultant to join our Property Casualty team in Waukee, IA. 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
Attend insurance carrier meetings and independently lead client meetings, as required.
Work accounts from start to finish; may have some Client Service Specialist support and/or supporting Sr. Client Service Consultant, servicing 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 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.
Prepare client renewal documents and save to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.
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 Life & Health/Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
Technical Competencies: 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.
Benefits
Core benefits like health, dental and vision.
Paid parental leave and supportive new parent benefits.
Company paid continuing education and tuition reimbursement.
401k profit sharing; Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k.
Generous time off practices in addition to paid holidays.
Paid volunteer time off and employee matching gifts to charities.
Inclusion & Belonging programs with paid diversity day and development programs.
Consistent merit increase and promotion opportunities.
Discretionary bonus opportunity.
Holmes Murphy & Associates is an Equal Opportunity Employer.
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Worksite address
waukee, IA, 50263, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.