Job Description

We are looking to add a Client Service Consultant to join our Architects & Engineers team in Madison, WI, Peoria, IL, or 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 Responsibiliti

• es
  Partner with client experience team to provide proactive services and solutions for clients includi
• ng:Working larger, more complex accounts supporting the Client Manag
• er.Coordinates pre-renewal meeting with client experience team based upon client expiration dat
• es.Orders policy changes from carriers, update computer systems and sets follow-up activiti
• es.Reviews insurance in place and assess future need of clie
• nt.Evaluates and recommends insurance options for clien
• ts.Consistently available for client inquiries, as well as responds to client requests in a timely and professional mann
• er.Maintains an awareness of client red flags and taking appropriate action, as necessa
• ry.Researches and investigates client insurance issu
• es.Understands “How We” do busine
• ss.Ensures completion of renewals according to our time standar
• ds.Uses established processes and procedures to ensure quality guidelines are m
• et.Consulting with Client on coverage ne
• edsManages and understands various insurance programs, including contract review, captives, or claims made polici
• es.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 audi
• ts.Investigates and corrects omitted items and commission differences on audits and endorsemen
• ts.Meets with team for pre-renewal meetings on qualifying accounts and development of client opportuniti
• es.Prepares client renewal reviews and applications, orders renewals, and ensures accurate invoicing and the completion of required documen
• ts.Determine markets for new/renewal accounts and prepares/deliver submissio
• ns.Training and mentoring Client Service Specialists as needed, providing directions on shared accounts and ensuring all client needs are handl

ed.
Qualificat

• ions
  Education: High School Diploma required, college degree prefe
• rred.Experience: 5+ years’ Commercial Property Casualty Insurance or Risk Management Experience requ
• ired.Licensing: Ability to acquire and maintain within three months of hire an active state specific Property/Casualty insurance agent’s lic

ense.
Here’s a Little Bit Ab

out Us
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team m

embers.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits

• such as:
  Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this
• journey!Company paid continuing Education & Tuition Reimbursement — We support those who want to develop
• and grow.401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is c
• ared for.Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourse
• lf first.Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those ar
• ound you.DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if
• you wish!Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career w
• ellbeing.Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t lo

ve that?!
Holmes Murphy & Associates is an Equal Opportunity

Employer.