Holmes Murphy has always believed that investing in our employees, the spaces in which they work, and the environment that we provide are all critical to our culture, purpose, and the services we offer. After all, we know that employees who feel appreciated and recognized for their hard work and dedication results in employees who feel immensely invested in the success of our clients and our company. On top of this, our employees have a seat at the table and the opportunity to pave their own way. Cool, right?! If you nodded yes, check out our open Executive Risk and Cyber Consultant position and apply!
The purpose of this position is to assist Senior Brokers and Practice Leaders with the placement and servicing of risk transfer programs for our complex Executive Risk and/or Cyber Liability clients. In addition, this person will be responsible for the placement and servicing needs of their own book of business for assigned clients, which includes evaluating the needs and risks of these clients and assist them in creating an insurance program specific to those needs. This role includes understanding the client's business operation and marketing those needs to the appropriate carriers to cover the risks of their business. The Executive Risk/Cyber Consultant is expected to independently perform the tasks required to efficiently manage accounts and provide excellent customer service. The above service will be provided in a professional and timely manner all in accordance with our documented processes and procedures.
Responsibilities: Working accounts with Client Service Specialist support and/or supporting Senior Broker/Practice Leader; servicing larger, more complex Executive Risk/Cyber accounts.Performs special projects and other duties as requested.Attend Insurance Carrier Meetings.Order policy changes from carriers, update computer system and set follow-up activities.Processes endorsements by checking coverages, invoice and update client management systems.Keep follow-up activities current.Reviews, processes, and summarizes audits.Investigates and corrects omitted items and commission differences on audits and endorsements.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 audits.Maintain monthly reporting forms.Take ownership and lead accounts.Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.Attend Client renewal meetings, as required.Consult with Client on coverage needs.Participate in Contract Review.Market renewal policies and negotiate with insurance company underwriters.Review quotes on accounts for accuracy and prepare proposal documents for client.Prepares client renewal documents and saves to agency management system.Oversee accuracy of invoicing performed by supporting Client Service Specialist.Develops and maintains positive work relationships with team members.Interact with personnel throughout the agency as well as customers and insurance company representatives.Train and mentor Client Service Specialists as needed.Knowledge transfer and sharing through various platforms.Work with Client Service Specialists to ensure all client needs are handled.Knowledge, Skills and Abilities: Strong knowledge of Executive Risk and/or Cyber Liability coverages.Knowledge and use of various carrier websites for quoting purposes.Excellent communication skills.Advanced negotiation, presentation, and critical thinking skills.Maintains outstanding professional demeanor at all times.Ability to interpret policy contractual provisions.Experience with computer data entry required; working familiarity with agency management system, Microsoft Excel, Outlook, PowerPoint and Word.High level of organizational ability; able to handle and prioritize multiple tasks.Ability to work both independently and in a team environment.Detail orientation and problem-solving ability.Strong analytical skills.Ability to maintain a high level of confidentiality.Ability to follow all established agency procedures.Capable of working on accounts from beginning to end without assistance or support.Ability and willingness to consistently participate in internal and external educational opportunities.Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.Qualifications: Education: High school diploma; college degree preferred. Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.Experience: Minimum 3+ years relevant customer service experience, underwriting or risk management in the insurance industry.Benefits: Paid Parental Leave and supportive New Parent Benefits.Company paid continuing Education & Tuition Reimbursement.401k Profit Sharing.Generous time off practices in addition to paid holidays.Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.DE&I programs.Consistent merit increase and promotion opportunities.Discretionary bonus opportunity.Holmes Murphy & Associates is an Equal Opportunity Employer.
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