Client Service Specialist, PC

Holmes Murphy Insurance • Salt Lake City, UT

6d

About The Position

Holmes Murphy is seeking a Client Service Specialist to join its Property Casualty team in Salt Lake City, Utah. The role supports client service and policy administration through document preparation, invoicing, carrier-requested policy changes, agency management system updates, and resolving premium discrepancies. The position requires an active state-specific Property Casualty Insurance agent’s license, or the ability to obtain one within three months of hire.

Holmes Murphy describes its culture as focused on trust, honest and caring actions, clear and constructive communication, meaningful client relationships, and supporting employees’ potential and organizational success. The company is not considering candidates who require immigration sponsorship now or in the future, including participation in work authorization renewals, extensions, or new authorization processes.

Requirements

• High school diploma.
• Minimum 0–1 year of administrative, customer service, or office experience; insurance industry experience is preferred.
• Active state-specific Property Casualty Insurance agent’s license, or ability to acquire the license within three months of hire.
• Ability to understand and apply insurance principles to consult with clients and meet their strategic needs.
• Ability to contribute to workflows, processes, and deliverables, use agency systems to provide a strong client experience and ensure compliance, understand clients, prioritize tasks, manage status, and proactively deliver solutions.

Nice To Haves

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

Responsibilities

• Prepare certificates, binders, and auto ID cards.
• Invoice agency-billed transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Ensure invoicing 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.

Benefits

• Health, dental, and vision benefits.
• Paid parental leave and supportive new parent benefits.
• Company-paid continuing education and tuition reimbursement.
• 401(k) profit sharing, including an annual lump-sum company contribution for every full-time employee.
• Generous time-off practices and paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• Inclusion and belonging programs, including a paid Diversity Day time-off option, Employee Resource Groups, a committee, and development programs.
• Annual merit increase and promotion opportunity reviews.
• Annual discretionary bonus opportunity.

What This Job Offers

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