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Holmes Murphy

Provides customized insurance and risk management

Senior Client Service Consultant

Account ManagementUpdated on Nov 12
Full-timeIn-person

About the Job

Requirements

  • A high school diploma is required; a college degree is preferred.
  • At least five years of administrative, customer service, or office experience is required; experience in the insurance industry at a brokerage or provider organization is preferred.
  • An active state-specific Life and Health Insurance agent’s license is required, or the ability to acquire one within three months of hire.
  • Apply insurance principles to consult with clients and meet their strategic needs.
  • Contribute to workflows, processes, and deliverables using agency systems while ensuring compliance.
  • Understand clients, prioritize tasks, manage status, and proactively deliver solutions.

Responsibilities

  • Manage all aspects of client accounts, including primary responsibility for maintaining client relationships at the executive level and communicating complex client strategies to partners.
  • Develop and manage each client’s scope of services, including overall healthcare strategy and a financial budget, and work with the sales team to determine the specific scope of services and responsibilities.
  • Review existing insurance coverage, assess clients’ future needs, and develop and implement growth strategies for each client to increase revenue from the existing client base and company revenue.
  • Draft complex requests for proposals for review by an appropriate sales or service team member, make requested edits, distribute proposals to insurance carriers, ensure timely responses, negotiate with vendors as needed, and summarize and analyze carrier proposals.
  • Draft and deliver client presentations and communications tailored to each client’s employee population.
  • Provide final review of employee communications, proposals, documents, and contracts, and provide feedback to service team members as needed.
  • Oversee each client’s financial budget; review monthly company-produced Monthly Financial Summary Reports for self-funded clients and quarterly carrier-produced reports for fully insured clients; and provide clients with regular written updates tracking the health plan against the financial budget.
  • Perform additional responsibilities as assigned.

Desired Qualifications

  • A college degree is preferred.
  • Insurance industry experience at a brokerage or provider organization is preferred.

About the Company

Holmes Murphy

Provides customized insurance and risk management

Holmes Murphy is a privately held insurance brokerage that designs customized insurance programs for businesses in the United States. It provides property and casualty coverage, employee benefits, and risk management services, aiming to help clients control costs and reduce risks. The company works by assessing each client’s needs, tailoring coverage and risk strategies with insurance carriers, and then implementing and managing those programs while charging commissions and fees. What sets Holmes Murphy apart is its focus on bespoke, client-specific solutions and an entrepreneurial approach, combining a wide range of services with deep industry expertise to deliver value rather than one-size-fits-all products. The firm's goal is to help clients achieve financial stability and operational efficiency by ensuring strong protection against potential risks.

Company size
501-1,000
Company stage
Early VC
Total funding
$11.3M
Headquarters
Waukee, IA
Founded
1932

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