Insurance Client Services Specialist - Property & Casualty

Holmes Murphy; Salt Lake City (UT); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid Parental Leave and New Parent Ben

Continuing Education & Tuition Reimbur

401k Profit Sharing

Generous time off

Volunteer time off

Diversity & Belonging programs

Merit increases

Job summary

Holmes Murphy in Salt Lake City is seeking a Client Service Specialist to join our Property Casualty team. You will prepare certificates, process invoicing, and coordinate policy changes to ensure accurate, timely client service.

The role emphasizes proactive communication and efficient workflows using our agency systems, with a high school diploma and 0–1 year of related experience. Property Casualty license or ability to obtain within three months is required.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: 0–1 year of administrative, customer service, or office experience, preferably in the insurance industry.
• Licensing: Active state Property Casualty Insurance license required or the ability to acquire license within three months of hire.
• Technical: Understanding insurance principles to consult with clients and meet their needs; use agency systems to ensure compliance.

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 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.

Skills

Administrative tasks

Customer service

Insurance licensing

Agency systems

Education

High school diploma; college degree preferred

Tools

Agency management system

Job description

Holmes Murphy in Salt Lake City is seeking a Client Service Specialist to join our Property Casualty team. You will prepare certificates, process invoicing, and coordinate policy changes to ensure accurate, timely client service.

The role emphasizes proactive communication and efficient workflows using our agency systems, with a high school diploma and 0–1 year of related experience. Property Casualty license or ability to obtain within three months is required.