Client Service Specialist, PC

Holmes Murphy & Associates • Dallas, TX

291d

About The Position

We are looking to add a Client Service Specialist to join our Property Casualty team in Dallas, TX. 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!

Requirements

• 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: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.

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 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).

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities.
• DE&I programs.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED