Client Service Specialist, PC

Client Service Specialist

We are looking to add a Client Service Specialist to join our Property Casualty team in Waukee, IA. 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!

Essential Responsibilities

• Prepares certificates, binders, and auto ID cards.
• Invoices agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Ensures accuracy of invoicing and works with accounting to resolve any discrepancies.
• Orders policy changes from carriers, updates agency management system/exposure schedules, and sets follow-up tasks.
• Investigaes and corrects omitted items and commission differences on premium discrepancies (policies, audits, and endorsements).

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 0-1 year of administrative, customer service, or office experience, preferably in the insurance industry.
• Licensing: Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
• 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.

In 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.

Benefits

• Paid 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!
• Company paid continuing Education & Tuition Reimbursement We support those who want to develop and grow.
• 401k 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.
• Generous 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.
• Supportive 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.
• DE&I programs Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important not only with your financial wellbeing but also your career wellbeing.
• Discretionary bonus opportunity Yes, there is an annual opportunity to make more money. Who doesn't love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.