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Client Service Consultant, PC page is loaded
Client Service Consultant, PC
Apply locations Madison | Time type: Full time | Posted on: Posted 26 Days Ago | Job requisition id: R0000133 Job Description: We are looking to add a
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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for clients. Ensure account and policy accuracy by verifying customer information, coverage schedules, policies, endorsements, and audits are current and correct. Prepare client renewal documents and save them to the agency management system, including PSR, schedules, applications, experience mod worksheets, loss runs, and other pertinent information. Qualifications: Education : High school diploma; college degree preferred. Experience : Minimum 2+ years in customer service, underwriting, or risk management within the insurance industry. Licensing : Active state-specific Property Casualty Insurance agent’s license required or the ability to acquire one within three months of hire. Skills & Technical Competencies : Ability to understand and apply insurance principles, contribute to workflows and processes, utilize agency systems effectively, prioritize tasks, and deliver impactful solutions proactively. About Us: We emphasize building a best-in-class culture through empowering employees, fostering honest communication, establishing meaningful client relationships, and contributing to organizational success by uplifting team members. Benefits: Paid Parental Leave and New Parent Benefits Company-paid Continuing Education & Tuition Reimbursement 401k Profit Sharing Generous Time Off and Paid Holidays Community Support through Volunteer Time Off and Charitable Matching DE&I Programs and Initiatives Merit Increases and Promotion Opportunities Discretionary Bonus Opportunities Holmes Murphy & Associates is an Equal Opportunity Employer.
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Apply locations Madison | Time type: Full time | Posted on: Posted 26 Days Ago | Job requisition id: R0000133 Job Description: We are looking to add a
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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for clients. Ensure account and policy accuracy by verifying customer information, coverage schedules, policies, endorsements, and audits are current and correct. Prepare client renewal documents and save them to the agency management system, including PSR, schedules, applications, experience mod worksheets, loss runs, and other pertinent information. Qualifications: Education : High school diploma; college degree preferred. Experience : Minimum 2+ years in customer service, underwriting, or risk management within the insurance industry. Licensing : Active state-specific Property Casualty Insurance agent’s license required or the ability to acquire one within three months of hire. Skills & Technical Competencies : Ability to understand and apply insurance principles, contribute to workflows and processes, utilize agency systems effectively, prioritize tasks, and deliver impactful solutions proactively. About Us: We emphasize building a best-in-class culture through empowering employees, fostering honest communication, establishing meaningful client relationships, and contributing to organizational success by uplifting team members. Benefits: Paid Parental Leave and New Parent Benefits Company-paid Continuing Education & Tuition Reimbursement 401k Profit Sharing Generous Time Off and Paid Holidays Community Support through Volunteer Time Off and Charitable Matching DE&I Programs and Initiatives Merit Increases and Promotion Opportunities Discretionary Bonus Opportunities Holmes Murphy & Associates is an Equal Opportunity Employer.
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