Client Service Consultant, PC

Company: Yourcaptive
Location: Minneapolis
Posted on: May 24, 2025

Job Description:

Client Service Consultant, PC page is loadedClient Service Consultant, PCApply locations Madison - Time type: Full time - Posted on: Posted 26 Days Ago - Job requisition id: R0000133Job 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 OpportunitiesHolmes Murphy & Associates is an Equal Opportunity Employer.
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