Insurance Client Success Specialist

Holmes Murphy; Waukee (IA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Parental Leave

Tuition Reimbursement

401k Profit Sharing

Generous time off

Volunteer time off

Diversity Day and Belonging programs

Merit increases and promotions

Discretionary bonus opportunity

Job summary

Holmes Murphy is seeking a Client Service Specialist to join the Select team in Waukee, IA. The role emphasizes delivering exceptional client experiences, processing policy-related documents, and supporting ongoing account administration.

The ideal candidate brings 0–1 year of administrative or customer service experience, a high school diploma (college degree preferred), and the ability to obtain a Property Casualty license within a few months.

Qualifications

• High school diploma required; college degree preferred.
• 0–1 year of administrative or customer service experience, ideally in insurance.
• Active state Property Casualty license required or ability to obtain within 3 months.
• Strong client service mindset with clear, proactive communication.

Responsibilities

• Prepares certificates, binders, and auto ID cards.
• Ensure invoicing accuracy; work with accounting to resolve discrepancies.
• Order policy changes from carriers; update agency management system and exposure schedules; set follow-up tasks.
• Investigates omitted items and commission differences on premium discrepancies (policies, audits, endorsements).
• Review, process, and deliver policy audits to clients.
• Update agency management system and third-party platforms for new and existing clients.

Skills

Customer service

Organizational skills

Communication

Attention to detail

Education

High school diploma

College degree preferred

Tools

Agency management system

Policy administration

Job description

Holmes Murphy is seeking a Client Service Specialist to join the Select team in Waukee, IA. The role emphasizes delivering exceptional client experiences, processing policy-related documents, and supporting ongoing account administration.

The ideal candidate brings 0–1 year of administrative or customer service experience, a high school diploma (college degree preferred), and the ability to obtain a Property Casualty license within a few months.