Client Service Specialist, Fraternal, PC

Holmes Murphy • Omaha, NE

2d

About The Position

We are looking to add a Client Service Specialist to join our Fraternal team in Omaha, NE . 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: Independently perform the daily tasks required to efficiently manage daily client service needs which may include but not limited to: P repares certificates, binders, Insurance and Claim Manuals and auto ID cards as needed Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Processes endorsements by checking coverages, invoicing, and updating agency management systems. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Assists in the gathering and preparation of client renewal documents and saves to agency management system. This could include, schedules, applications, validate experience mod projection or worksheet, loss runs and summary, and any other pertinent information. Policy handling to include retrieval of policies from carrier websites or electronically received, prepare and save policies to agency document management systems, submit per procedures for policy checking/review, and electronically deliver policies to the insured. 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

• Education : High school diploma; college degree preferred.
• Experience : Some 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.

Responsibilities

• Prepares certificates, binders, Insurance and Claim Manuals and auto ID cards as needed
• Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
• Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks.
• Processes endorsements by checking coverages, invoicing, and updating agency management systems.
• Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements)
• Assists in the gathering and preparation of client renewal documents and saves to agency management system. This could include, schedules, applications, validate experience mod projection or worksheet, loss runs and summary, and any other pertinent information.
• Policy handling to include retrieval of policies from carrier websites or electronically received, prepare and save policies to agency document management systems, submit per procedures for policy checking/review, and electronically deliver policies to the insured.

Benefits

• In addition to core benefits like health, dental and vision, also enjoy benefits such as:
• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees