Client Service Specialist, Pc

Holmes Murphy & Associates

Minneapolis, MN, US
Base: $45,800– $78,800; bonus/equity: discretionar...
Prepare certificates and binders
Invoice agency bill transactions
Order policy changes from carriers
Essential responsibilities include preparing certificates, binders, and auto ID cards, invoicing agency bill transactions, and ordering policy changes from carriers

Job Summary

  • Essential responsibilities include preparing certificates, binders, and auto ID cards, invoicing agency bill transactions, and ordering policy changes from carriers.
  • The company offers a forward-thinking, innovative, and vibrant culture with benefits such as paid parental leave, continuing education, 401k profit sharing, and generous time off.
  • The role requires an active state-specific Property Casualty Insurance agent’s license or the ability to acquire one within three months of hire.

Matching Summary

Essential responsibilities include preparing certificates, binders, and auto ID cards, invoicing agency bill transactions, and ordering policy changes from carriers.

Salary

Base: $45,800– $78,800; Bonus/Equity: Discretionary bonus opportunity; Benefits: Core benefits like health, dental and vision, paid parental leave, continuing education, 401k profit sharing, generous time off, paid volunteer time off, DE&I programs

Skills & Requirements

Must-have

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

Nice-to-have

  • Forward-thinking company culture
  • Innovative and vibrant culture
  • Empowering employees
  • Supportive new parent benefits
  • Supportive of community efforts

Key Requirements

  • High school diploma; college degree preferred
  • Minimum 1 year administrative, customer service, or office experience
  • Active Property Casualty Insurance agent’s license required or ability to acquire within three months

Work Rights

Not specified

Tailored Resume

Cover Letter