Client Service Specialist, PC

Holmes Murphy Insurance • Waukee, IA

4d

About The Position

Holmes Murphy is hiring a Client Service Specialist for its Select team in Waukee, Iowa. The role supports client service operations by preparing insurance documents, maintaining client and policy information in agency and third-party systems, coordinating policy changes with carriers, and resolving billing and premium discrepancies. The specialist also reviews, processes, and delivers policy audits to clients. The position calls for attention to accuracy, client relationship skills, and the ability to contribute to compliant workflows that provide a strong client experience.

Candidates must have a high school diploma; a college degree is preferred. At least 0–1 year of administrative, customer service, or office experience is required, preferably in insurance. An active state-specific Property Casualty Insurance agent’s license is required, or the candidate must be able to obtain one within three months of hire. Holmes Murphy describes a culture focused on trust, constructive communication, meaningful client relationships, employee development, and team support. Candidates who require immigration sponsorship now or in the future are not being considered.

Requirements

• High school diploma.
• At least 0–1 year of administrative, customer service, or office experience.
• Active state-specific Property Casualty Insurance agent’s license, or ability to acquire the license within three months of hire.
• Ability to understand and apply insurance principles in advising clients on risk transfer, financial elements, and business transactions.
• Ability to contribute to compliant workflows and processes and to foster client relationships.
• Candidates must not require immigration sponsorship now or in the future.

Nice To Haves

• College degree.
• Administrative, customer service, or office experience in the insurance industry.

Responsibilities

• Prepare certificates, binders, and auto ID cards.
• Ensure invoicing 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, including policies, audits, and endorsements.
• Review, process, and deliver policy audits to clients.
• Update the agency management system and third-party platforms for new and existing clients.
• Apply insurance principles to advise clients on risk transfer, financial elements, and business transactions.
• Contribute to workflows and processes that deliver a strong client experience while adhering to compliance requirements.
• Build client relationships by understanding client needs, prioritizing deliverables, and proactively delivering solutions.

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.
• Annual discretionary bonus opportunity.

What This Job Offers

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