Client Service Specialist, Pc

Holmes Murphy & Associates

Kansas City, MO, United States
Prepare certificates and binders
Invoice agency bill transactions
Order policy changes from carriers
Prepares certificates, binders, and auto ID cards, invoices agency bill transactions, and orders policy changes from carriers

Job Summary

  • Prepares certificates, binders, and auto ID cards, invoices agency bill transactions, and orders policy changes from carriers.
  • Investigates and corrects omitted items and commission differences on premium discrepancies for policies, audits, and endorsements.
  • Offers benefits such as paid parental leave, continuing education, 401k profit sharing, generous time off, and paid volunteer time off.

Matching Summary

Prepares certificates, binders, and auto ID cards, invoices agency bill transactions, and orders policy changes from carriers.

Skills & Requirements

Must-have

  • Prepare certificates and binders
  • Invoice agency bill transactions
  • Order policy changes from carriers
  • Investigate premium discrepancies

Nice-to-have

  • Forward-thinking and innovative culture
  • Empowering and supportive team
  • Meaningful client relationships
  • Contribute to organizational success

Key Requirements

  • High school diploma required
  • 0-1 year administrative/customer service experience
  • Active P&C license or acquire within 3 months
  • Ability to understand insurance principles

Work Rights

Not specified

Tailored Resume

Cover Letter