Client Service Specialist, Pc

Holmes Murphy & Associates

Minneapolis, MN, US
Base: $45,800–$78,800; bonus/equity: discretionary...
Property casualty insurance agent's license
Invoice agency bill transactions
Order policy changes from carriers
The role involves preparing certificates, binders, and auto ID cards while managing invoice transactions for new and renewal policies

Job Summary

  • The role involves preparing certificates, binders, and auto ID cards while managing invoice transactions for new and renewal policies.
  • Holmes Murphy offers a comprehensive benefits package including paid parental leave, tuition reimbursement, and a 401k profit sharing contribution.
  • Employees are expected to investigate omitted items and commission differences to ensure accuracy in premium calculations and compliance.

Matching Summary

The role involves preparing certificates, binders, and auto ID cards while managing invoice transactions for new and renewal policies.

Salary

Base: $45,800–$78,800; Bonus/Equity: Discretionary annual bonus opportunity; Benefits: Comprehensive total rewards program including health, dental, vision, and paid time off

Skills & Requirements

Must-have

  • Property Casualty Insurance agent's license
  • Invoice agency bill transactions
  • Order policy changes from carriers
  • Investigate premium discrepancies
  • Assess quotes and binders for accuracy

Nice-to-have

  • Forward-thinking innovative company culture
  • Strong communication skills
  • Ability to prioritize tasks proactively
  • Experience in insurance industry preferred
  • Commitment to DE&I initiatives

Key Requirements

  • Active state specific Property Casualty Insurance agent's license
  • Minimum 1 year of administrative or customer service experience
  • High school diploma; college degree preferred

Work Rights

Not specified

Tailored Resume

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