Client Service Specialist, PC

About the role

We are looking to add a Client Service Specialist to join our Property Casualty team in Kansas City, MO. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential.

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).
• Gather quotes from online platforms.
• Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 1 year of 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.

Benefits

• Core benefits: health, dental, and vision insurance.
• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing — annual lump sum contribution to every full-time employee’s 401k.
• Generous time off practices in addition to paid holidays.
• Paid Volunteer time off and employee matching gifts to charities through the Holmes Murphy Foundation.
• DE&I programs including paid Diversity Day time off, Chief Diversity Officer, DE&I project team, committee, and interest group.
• Consistent merit increase and promotion opportunities (annual review).
• Discretionary bonus opportunity (annual).