Client Service Specialist, PC

Holmes Murphy•Waukee, IA

10d•Onsite

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 insurance policy administration by preparing insurance documents, processing invoices, coordinating policy changes with carriers, maintaining agency records, and investigating premium discrepancies. The position contributes to accurate, compliant workflows and a strong client experience. The company describes its culture as focused on trust, clear communication, meaningful client relationships, employee development, and supporting team members.

Requirements

High school diploma.
At least 0–1 year of administrative, customer service, or office experience; insurance industry experience is preferred.
An active state-specific Property Casualty Insurance agent’s license, or the ability to acquire one 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 using agency systems to provide a strong client experience and ensure compliance.
Ability to understand client needs, prioritize tasks, manage status, and proactively deliver solutions.
Candidates 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.
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 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.

Benefits

Health insurance.
Dental insurance.
Vision insurance.
Paid parental leave and new parent benefits.
Company-paid continuing education and tuition reimbursement.
401(k) profit sharing, with an annual lump-sum contribution for full-time employees.
Generous time off 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.