Client Service Specialist, PC

Holmes Murphy Insurance • Waukee, IA

12d

About The Position

Holmes Murphy is seeking a Client Service Specialist to join its Property Casualty team in Waukee, Iowa. The role supports client service and agency operations by preparing insurance documents, invoicing agency-billed transactions, maintaining policy and exposure information, and resolving premium discrepancies. The position calls for someone who can apply insurance principles, manage workflows and priorities, and help deliver a strong client experience while ensuring compliance.

Holmes Murphy describes its culture as focused on trust, honest and caring actions, clear communication, meaningful client relationships, and supporting the success and development of team members. Applicants must not require immigration sponsorship now or in the future.

Requirements

• High school diploma.
• Minimum of 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 one within three months of hire.
• Ability to understand and apply insurance principles to consult with clients and support their strategic needs.
• Ability to contribute to workflows, processes, and deliverables, and use agency systems to support client experience and compliance.
• Ability to understand client needs, prioritize tasks, manage status, and proactively deliver solutions.
• Must not require immigration sponsorship now or in the future.

Nice To Haves

• College degree.
• 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 create 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 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, and development programs.
• Annual merit increase and promotion opportunity reviews.
• Discretionary annual bonus opportunity.

What This Job Offers

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