Insurance Client Success Specialist

holmesmurphy; Waukee (IA); Sur place; USD 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Parental leave

Tuition reimbursement

401k profit sharing

Generous PTO

Volunteer time off

Diversity & Belonging

Résumé du poste

Holmes Murphy & Associates invites applications for a Client Service Specialist in Waukee, IA. You will support our Select team, handling certificates, binders, auto ID cards, and client inquiries while maintaining regulatory compliance.

The role requires a high school diploma with a preference for college, 0–1 year in administrative or customer service work (insurance preferred), and an active or soon-to-be Property Casualty license within three months.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: 0–1 year in administrative, customer service, or office work, preferably in insurance.
• Licensing: Active state Property Casualty Insurance license or ability to obtain within three months of hire.
• Technical competencies: Understand insurance principles to advise clients on risk transfer, financial elements, and business transactions; comply with standards.

Responsabilités

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

Connaissances

Customer service

Administrative support

Insurance knowledge

Communication

Formation

High school diploma

College degree preferred

Outils

Agency management system

Third-party platforms

Description du poste

Holmes Murphy & Associates invites applications for a Client Service Specialist in Waukee, IA. You will support our Select team, handling certificates, binders, auto ID cards, and client inquiries while maintaining regulatory compliance.

The role requires a high school diploma with a preference for college, 0–1 year in administrative or customer service work (insurance preferred), and an active or soon-to-be Property Casualty license within three months.