{"id":1453912,"url":"https://alion.io/job/holmes-murphy-client-service-consultant-pc","title":"Client Service Consultant, PC","company":{"id":1897327,"name":"Holmes Murphy","domain":"holmesmurphy.com","url":"https://alion.io/company/holmesmurphy","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":23,"computed_at":"2026-10-14T06:34:16Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Madison, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":44000,"max_usd":85000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1605},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-28T00:00:00Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-10-14T09:32:11Z","board_verified":true,"closed_at":null,"days_open":16,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":16},"description":"Job Description:\nWe 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!\nEssential Responsibilities:\nUnderstand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.\nConsult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities.\nMarket renewal policies and negotiate with insurance company underwriters.\nReview quotes on accounts for accuracy and prepare proposal documents for client.\nBe 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 audits.\nPrepares client renewal documents and saves to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.\nQualifications:\nEducation: High school diploma; college degree preferred.\nExperience: Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.\nLicensing: Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.\nSkills & Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.\nHere’s a little bit about us:\nIn 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 members.\nBenefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:\nPaid 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!\nCompany paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.\n401k 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 cared for.\nGenerous 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 yourself first.\nSupportive 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 around you.\nInclusion & Belonging Programs - Holmes Murphy is committed to celebrating every employee’s unique potential. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience! \nConsistent merit increase and promotion opportunities - Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.\nDiscretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn’t love that?!\nAt this time, we are not considering candidates who require any type of immigration sponsorship now or in the future. This includes candidates whose current work authorization is temporary or set to expire and who would require employer participation in any renewal, extension, or new authorization process to continue employment.\nHolmes Murphy & Associates is an Equal Opportunity Employer.","description_format":"text","description_chars":4752,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Property & Casualty Insurance"],"lifecycle":[{"event":"open","at":"2026-09-29T08:55:30Z"}],"visa":[],"liveness":{"score":59,"band":"ok","label":"Likely open","p_open":1,"p_active":0.791,"p_room":0.75,"age_days":16,"expected_fill_days":23,"reasons":["conf:3","wave","velocity","win:late","comp:junior"],"computed_at":"2026-10-14T06:34:16Z"},"pay":null,"html_url":"https://alion.io/job/holmes-murphy-client-service-consultant-pc","json_url":"https://alion.io/job/holmes-murphy-client-service-consultant-pc.json","meta":{"generated_at":"2026-10-14T10:11:24Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11720,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1897327},"rest":"https://alion.io/mcp/rest/get_company?id=1897327"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fholmes-murphy-client-service-consultant-pc"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fholmes-murphy-client-service-consultant-pc"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fholmes-murphy-client-service-consultant-pc"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/holmes-murphy-client-service-consultant-pc\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fholmes-murphy-client-service-consultant-pc"}]}