Client Service Specialist, PC

HMA Group Holdings, LLC; Waukee (IA); On-site; USD 42,000 - 54,000; Full time

Job summary

Holmes Murphy & Associates in Waukee, IA is seeking a Client Service Specialist to join our Select team. You will prepare certificates, binders, and auto ID cards; ensure invoicing accuracy; update agency systems; and deliver world-class client service while maintaining compliance.

We value strong communication, proactive problem solving, and the ability to foster lasting client relationships. Licensing in P&C is required or can be obtained within three months; a college degree is preferred.

Qualifications

• High school diploma required; college degree preferred.
• Active state Property Casualty license or ability to acquire within three months.
• Strong understanding of insurance principles, risk transfer, and client service.

Responsibilities

• Prepares certificates, binders, and auto ID cards.
• Ensures invoicing accuracy and resolves discrepancies with accounting.
• Updates agency management system and third-party platforms for clients.
• Reviews and delivers policy audits to clients.
• Investigates and resolves premium discrepancies.

Skills

Insurance knowledge

Client service

Attention to detail

Education

High school diploma

College degree preferred

Tools

Active P&C license or ability to obtain within 3 months

Job description

Job Description: We are looking to add a Client Service Specialist to join our Select 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.
• 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).
• Review, process, and deliver policy audits to clients.
• Update agency management system and third-party platforms related to new and existing clients.

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: Invest in understanding and applying insurance principles to advise clients on risk transfer, financial elements, and business transactions. Contribute to workflows and processes to deliver a world-class client experience while adhering to compliance requirements. Foster client relationships by understanding their needs, prioritizing deliverables, and proactively delivering impactful solutions.

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. 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.
• 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. We encourage employees to engage in ways that are meaningful to them to enhance their overall experience!
• 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. Who doesn't love that?!

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.

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!