Client Service Specialist, Fraternal, Pc

Holmes Murphy & Associates

Omaha, NE, US
Active property casualty insurance license
Policy handling and endorsement processing
Agency management system proficiency
The role involves independently managing daily client service needs including preparing certificates, binders, and ID cards

Job Summary

  • The role involves independently managing daily client service needs including preparing certificates, binders, and ID cards.
  • Employees are responsible for invoicing transactions, processing endorsements, and investigating premium discrepancies to ensure accuracy.
  • The company offers comprehensive benefits including paid parental leave, tuition reimbursement, and a 401k profit sharing plan.

Matching Summary

The role involves independently managing daily client service needs including preparing certificates, binders, and ID cards.

Skills & Requirements

Must-have

  • Active Property Casualty Insurance license
  • Policy handling and endorsement processing
  • Agency management system proficiency
  • Invoice agency bill transactions
  • Premium discrepancy investigation

Nice-to-have

  • College degree preferred
  • Insurance industry experience
  • Strategic client consultation skills
  • Proactive task prioritization
  • Forward-thinking company culture

Key Requirements

  • High school diploma required; college degree preferred
  • Active state specific Property Casualty Insurance agent's license or ability to acquire within three months
  • Some administrative, customer service, or office experience preferably in insurance

Work Rights

Not specified

Tailored Resume

Cover Letter