Client Service Specialist, PC

Holmes Murphy Insurance • Kansas City, MO

3d

About The Position

We are looking to add a Client Service Specialist to join our Property Casualty team in Kansas City, MO. 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! In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office. Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

Requirements

• High school diploma; college degree preferred.
• Minimum 0-1 year of administrative, customer service, or office experience, preferably in the insurance industry.
• 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.

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

• In addition to core benefits like health, dental and vision, also enjoy benefits such as:
• 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 that are important to you
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED