Client Service Specialist, PC

Holmes Murphy Insurance • Omaha, NE

2d

About The Position

Holmes Murphy is seeking a Client Service Specialist to join its Property Casualty team in Omaha, Nebraska. The role supports client service and agency operations by preparing insurance documents, processing invoices, coordinating policy changes with carriers, maintaining agency records, and researching premium discrepancies. The position calls for a proactive, detail-oriented employee who can prioritize tasks, manage work status, apply insurance principles, and contribute to accurate, compliant workflows that support a strong client experience.

Holmes Murphy describes its culture as focused on trust, honest and caring actions, clear and constructive communication, meaningful client relationships, and supporting colleagues and organizational success. Candidates must not require immigration sponsorship now or in the future.

Requirements

• High school diploma.
• Minimum 0–1 year of administrative, customer service, or office experience.
• Active state-specific Property Casualty Insurance agent’s license, or ability to acquire the license within three months of hire.
• Ability to understand clients, prioritize tasks, manage status, and deliver proactive solutions.
• Must not require immigration sponsorship now or in the future, including employer participation in renewal, extension, or new work authorization processes.

Nice To Haves

• College degree preferred.
• Administrative, customer service, or office experience in the insurance industry preferred.

Responsibilities

• Prepare certificates, binders, and auto ID cards.
• Invoice agency-bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Ensure invoice accuracy and work with accounting to resolve discrepancies.
• Order policy changes from carriers, update the agency management system and exposure schedules, and set follow-up tasks.
• Investigate and correct omitted items and commission differences related to premium discrepancies on policies, audits, and endorsements.
• Apply insurance principles and use agency systems to support client needs, workflows, deliverables, and compliance.
• Prioritize tasks, manage status, and proactively deliver solutions.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Paid parental leave and supportive new parent benefits
• Company-paid continuing education
• Tuition reimbursement
• 401(k) profit sharing, including an annual lump-sum contribution for full-time employees
• Generous time off
• Paid holidays
• Paid volunteer time off
• Employee matching gifts to charities
• Inclusion and belonging programs, including a paid Diversity Day time-off option, Employee Resource Groups, and development programs
• Annual merit increase and promotion opportunities
• Discretionary annual bonus opportunity

What This Job Offers

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