Client Consultant

Job DetailsJob Location: Oklahoma City Branch - Oklahoma City, OK 73118Position Type: Full TimeSalary Range: $125,000.00 - $125,000.00 SalaryJob Category: Claims ConsultantsJob Summary

The Client Consultant serves as a strategic advisor and relationship steward for assigned clients, combining deep coverage expertise with hands-on service when needed. This role is focused on retention, client satisfaction, and account growth through additional coverage placement—not on new business production quotas. The Client Consultant is accountable for customer satisfaction, problem resolution, and ensuring all client needs are met, while demonstrating a no-ego, servant-leader mindset.

Job Functions

Develop and maintain strong, long-term relationships with existing clients, ensuring complete satisfaction and excellent customer service
Provide technical and analytical support for assigned accounts, specifically in analyzing current and future client needs
Identify additional lines of coverage for existing clients, present and discuss with the client, and successfully implement approved additions
Lead the service team function related to client applications, quotes and policies, as well as preparation of summaries of insurance, schedules, and proposals
Make presentations, as needed, to all levels of the client’s management team and be able to explain complex products in an understandable manner
Assume the lead in renewal meetings with clients, discuss strategy, and manage marketing and carrier negotiations
Conduct periodic meetings with assigned Account Managers, providing updates and ensuring policies and procedures are planned and understood
Successfully implement the RM4U service model, for designated clients to identify and address risk to improve/maintain the client’s risk profile
Remain abreast of trends and techniques to maintain a competitive advantage for the agency
Refer current and prospective clients to the Employee Benefits Department and/or Personal Insurance Department for solicitation of those lines of business
Support occasional upselling efforts with existing clients; not responsible for traditional producer new business quotas.
Assist with operational service tasks (e.g., issuing certificates, processing endorsements, pulling carrier documents) when needed to ensure seamless client service
Work collaboratively with producers, account managers, and operations staff to execute client strategy and ensure all service commitments are met
Attend industry, client service, and product training seminars, as well as company meetings and educational activities needed to remain current on the latest developments in the marketplace and maintain required licenses
Review all activities relating to the client’s exposure/operations to avoid issues involving potential errors and omissions

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

QualificationsJob Requirements

7 – 9 years of previous commercial lines insurance sales or consulting experience preferred
Bachelor's degree preferred
Property and Casualty license, as required by the State Department of Insurance
Possession of, or the ability to quickly obtain, a property and casualty license, as required by the State Department of Insurance
CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred

Knowledge, Skills, and Abilities

Strong knowledge of commercial lines and surety coverages, field underwriting for carrier appetites, marketing and rating
Strong business acumen, with the ability to relate to the client’s business and develop trust
Ability to travel, both locally and overnight, as needed for client meetings
Strong leadership skills, with the ability to influence others
Excellent presentation and negotiation skills
Strong analytical and problem-solving skills
Strong PC skills, with a focus on the Microsoft Office Suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
Ability to bridge the gap between strategic client consulting and day-to-day service execution.
Demonstrates humility and willingness to perform any task necessary for client success, regardless of title or typical role boundaries.
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions

Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds, occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment