Client Service Specialist, PC

Holmes Murphy Insurance•Cedar Rapids, IA

22h•Onsite

About The Position

Holmes Murphy is seeking a Client Service Specialist to join their Property Casualty team in Cedar Rapids, IA. The company offers a forward-thinking, innovative, and vibrant culture, emphasizing trust, clear communication, and meaningful client relationships. This role involves preparing various insurance documents, managing invoicing and discrepancies, processing policy changes, and updating agency systems. Holmes Murphy is committed to employee growth, continuous learning, and sharing collective success, providing an environment where talent mobility thrives and employees are encouraged to develop their skills and careers.

Requirements

High school diploma
Minimum 0-1 year of administrative, customer service, or office experience
Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire
Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs
Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance
Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively

Nice To Haves

College degree preferred
Experience preferably in the insurance industry

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

Health insurance
Dental insurance
Vision insurance
Paid Parental Leave
Supportive New Parent Benefits
Company paid continuing Education
Tuition Reimbursement
401k Profit Sharing
Generous time off practices
Paid holidays
Paid Volunteer time off
Employee matching gifts to charities
DE&I programs
Paid Diversity Day time off option
Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group
Consistent merit increase opportunities
Promotion opportunities
Discretionary bonus opportunity
Health Matters Day
Celebrate Day (for your birthday!)