Client Service Specialist, Fraternal, PC
About The Position
We are looking to add a Client Service Specialist to join our Fraternal team in Omaha, NE. Holmes Murphy offers a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential. The company places a high emphasis on building a best-in-class culture by empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships, and contributing to the organization's success by effectively influencing and uplifting team members. Joining Holmes Murphy provides opportunities to grow your career through talent mobility, learn through continuing education and tuition reimbursement, share in the company's success via a 401(k) profit share, and take time to recharge with generous time off practices including various paid days off and parental leave.
Requirements
- High school diploma
- Some administrative, customer service, or office experience, preferably in the insurance industry.
- Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
- 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.
Nice To Haves
- College degree preferred.
Responsibilities
- Independently perform the daily tasks required to efficiently manage daily client service needs which may include but not limited to: 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
- Health, dental and vision
- Paid Parental Leave and supportive New Parent Benefits
- Company paid continuing Education & Tuition Reimbursement
- 401k Profit Sharing
- Generous time off practices in addition to paid holidays
- Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
- DE&I programs (paid Diversity Day time off option, Chief Diversity Officer, DE&I project team, committee, and interest group)
- Consistent merit increase and promotion opportunities
- Discretionary bonus opportunity
- Health Matters Day
- Celebrate Day (for your birthday!)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1-10 employees
