Client Service Specialist, PC

Holmes Murphy•Minneapolis, MN

8d•Onsite

About The Position

We are looking to add a Client Service Specialist to join our Property Casualty team in Minneapolis, MN. 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!

Requirements

High school diploma; college degree preferred.
Minimum 0-1 year of 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.

Responsibilities

Prepares certificates, binders, and auto ID cards.
Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits.
Ensure accuracy of invoicing and work with accounting to resolve any discrepancies.
Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks.
Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements).