Insurance Client Success Specialist

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

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.