Client Service Specialist, PC
About The Position
We are looking to add a Client Service Specialist to join our Property Casualty team in Waukee, IA . 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! Essential 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) Gather quotes from online platforms Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients Qualifications: Education : High school diploma; college degree preferred. Experience : Minimum 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. 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. Here’s a little bit about us: 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.
Requirements
- High school diploma
- Minimum 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.
Nice To Haves
- college degree preferred.
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)
- Gather quotes from online platforms
- Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients
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 that are important to you
- DE&I programs
- Consistent merit increase and promotion opportunities
- Discretionary bonus opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
