Client Service Consultant, Private Risk

We are looking to add a Client Service Consultant to join our Private Risk team in Minneapolis, MN! Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role will support a book of business for assigned clients, which includes evaluating the needs and risks of these clients and assisting them in creating an insurance program specific to their individual needs. This role includes understanding the client’s risk and marketing those needs to the appropriate carriers. Client Service Consultants are expected to independently perform the tasks required to efficiently manage accounts and provide excellent customer service.

 

The Job:

Work closely with Leaders and Business Partners to: Independently perform the daily tasks required to efficiently manage daily client service needs which may include but are not limited to:

• Manage an assigned book of business.
• Prepare and process Evidence of Insurance, Binders, Agent of Record Letters, Lost Policy Release Letters, Auto ID cards, and various other forms
• Process carrier downloads for a managed book of business.
• Market, underwrite, and quote new and renewal Negotiate coverage and pricing with carriers.
• Expand accounts by offering additional lines of insurance Be knowledgeable of clients’ needs through touch points throughout the policy term; following established client deliverables.
• Follow the renewal process; refer to procedures for timing, method, etc. for the level of the client.
• Order renewals as requested/needed if not automatically renewed
• Request/process changes from carriers, update system set follow-up activities.
• Follow up on pending changes and quote
• Accountable for account accuracy by ensuring that online customer information, as well as, items received by carriers are accurate and current, including coverage schedules, policy formats, policy endorsements, and premiums.
• Higher level of claims consulting; analyzing exposure/consequences and alternatives. Follow the claims process with the carrier and remain in touch with the client on the process as needed. Submit/report claims to the insurance carrier for the client. Be aware of client's claim history and consult the client if applicable.
• Increased level of negotiations skills, presentation, critical thinking, professional communication, and demeanor with both clients and carrier partner
• Follow established agency procedures; Actively lead and contribute to refining new processes

 

The Skills:

• Ability to develop knowledge of personal lines coverages, claims processing procedures and the ability to apply that knowledge in the performance of job duties
• Ability to read, understand and analyze coverages, forms, and policies, as well as, comply with provisions, as necessary
• Ability to use professional judgment in analyzing coverage requirements, identifying appropriate resources, and resolving insurance issues
• Ability to develop and foster effective relationships with client
• Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients and company personnel.
• Ability to work effectively both independently, as well as, in a team environment (in an office and/or remote environment when applicable).
• Knowledge of organizational methods and the ability to manage multiple tasks simultaneously
• Working knowledge of various software packages such as Sagitta, Word, and Excel
• Ability to perform simple mathematical calculation
• Ability to assist in other work-related duties, as necessary

 

Qualifications:

• Education: High school diploma; college degree preferred. Active state-specific Property Casualty Insurance agent’s license is required or the ability to acquire a license within three months of hire. Technical designations/education, CISR, PRMA (encouraged) as well as other related industry classes/education approved by Holmes Murphy & Associates, Inc.
• Experience: Must have 3-5 years of experience in personal lines on the agency side and/or 3-5 years of experience in personal lines on the carrier side.

 

About Holmes Murphy:

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”