Client Service Specialist, PC

HMA Group Holdings, LLC; Omaha (NE); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off / PTO

Volunteer Time Off

Diversity & Belonging Programs

Job summary

Holmes Murphy in Omaha, NE is seeking a Client Service Specialist to join our Property Casualty team. The role emphasizes a vibrant, best-in-class culture and opportunities to grow within a forward-thinking firm.

You will support client interactions, manage policy documents, invoicing, and carrier communications, while upholding compliance and service standards across our agency systems.

Qualifications

• High school diploma required; college degree preferred.
• Minimum 1 year of administrative, customer service, or office experience, preferably in the insurance industry.
• Active state Property Casualty Insurance license required or ability to obtain within three months of hire.
• Proficient with agency systems to deliver a world-class client experience and ensure compliance.

Responsibilities

• Prepares certificates, binders, and auto ID cards.
• Invoices agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Ensure invoicing accuracy and resolve discrepancies with accounting.
• Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks.
• Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements).
• Gather quotes from online platforms.
• Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients.

Skills

Administrative experience

Customer service

Insurance knowledge

Time management

Proactive problem-solving

Education

High school diploma

College degree preferred

Tools

Agency management system

Job description

Job Description: We are looking to add a Client Service Specialist to join our Property Casualty team in Omaha, NE. 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.
• Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Ensure accuracy of invoicing and work with accounting to resolve any discrepancies.
• Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks.
• Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements)
• Gather quotes from online platforms
• Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 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.

Here’s a little bit about us

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.
• 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.
• Inclusion & 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.
• Consistent 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.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money.

At 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.

Holmes Murphy & Associates is an Equal Opportunity Employer.

#LI‑GH1 There’s No Place Like Holmes! You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office.

Learn… On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!