Client Service Specialist, PC

2 weeks ago

Dallas, United States Holmes Murphy & Associates Full time

Are you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client's success is just part of what we do? Well, you've come to the right place. We have an opening for a Client Service Specialist on our Property & Casualty team in Dallas, TX, and you may just be the perfect person. Check out the requirements and apply

The purpose of this position is to support the sales and service team in their evaluation of the needs and risks of existing clients.Client Service Specialists are responsible for thinking through all processes which ultimately impact the client's insurance program.They are also responsible for upkeep of accurate and current data in our agency management systems.The above service will be provided in a professional and timely manner all in accordance with our documented processes and procedures.

Here's just a bit of what you'd do:

Independently perform the daily tasks required to efficiently manage daily client service needs which may include but not limited to:

  • Prepares certificates, binders, auto ID cards and accident kits.
  • Order policy changes from carriers, update computer system and set follow-up activities.
  • Processes endorsements by checking coverages, invoice and update client management systems.
  • Keep follow-up activities current.
  • Reviews, processes, and summarizes audits.
  • Investigates and corrects omitted items and commission differences on audits and endorsements.
  • Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
  • Maintain monthly reporting forms.
  • Participate in contract review.
  • Participate in renewal planning with team.
  • Review quotes on own accounts for accuracy and prepare proposal documents for client.
  • Assists in the gathering and preparation of client renewal documents and saves to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.
  • 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.
  • Develops and maintains positive work relationships with team members to include; providing back up when necessary, communicating information and effectively problem-solving as situations arise.
  • Interact with personnel throughout the agency as well as customers and insurance company representatives, taking direction from the service team.
  • Performs special projects and other duties as requested.
You'd also need to be equipped with the knowledge, skills, and abilities to do the job, including, but not limited to:
  • General knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
  • Knowledge and use of various carrier websites for quoting purposes.
  • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members.
  • Negotiation, presentation, and critical thinking skills.
  • Maintains outstanding professional demeanor.
  • Ability to interpret policy contractual provisions, understand policy forms and endorsements to ensure appropriate coverage is placed for clients.
  • Experience with computer data entry required; working familiarity with agency management system, Microsoft Excel, Outlook, PowerPoint and Word.
  • Ability to review, analyze and check experience mods.
  • High level of organizational ability; able to handle and prioritize multiple tasks.
  • Ability to work both independently and in a team environment to attain team and Agency goals.
  • Detail orientation and problem-solving ability.
  • Strong analytical skills.
  • Ability to maintain a high level of confidentiality, relating to all duties and responsibilities such as, team member and client information.
  • Ability to follow all established agency procedures.
  • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
  • Ability and willingness to pursue a technical designation and/or continuing education, as appropriate.
  • Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.
And let's not forget the qualifications for the position:
  • Education: High school diploma; college degree preferred. Active state-specific Property Casualty Insurance agent's license is required or the ability to acquire a license within three months of hire.
  • Experience: Minimum 2+ years customer service, underwriting, or administrative experience, preferably in the insurance industry.
Benefits:In addition to core benefits like health, dental and vision, also enjoy benefits such as:
  • Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey
  • Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
  • 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf We are forward-thinking and want to be sure your future is cared for.
  • Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
  • DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish
  • Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
  • Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?

Holmes Murphy & Associates is an Equal Opportunity Employer.

#LI-JK1

  • Client Manager, PC

    3 weeks ago

    Dallas, United States Holmes Murphy & Associates Full time

    Holmes Murphy is one of the nation's largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of "Caring for your unique potential is our...

  • Desktop Support Specialist in Dallas

    4 weeks ago

    Dallas, Texas, United States Virtual Service Operations Full time

    Job Opportunity: Desktop Support in DallasVSO is seeking a highly motivated and career-driven individual to join our growing team as a Desktop Support specialist in Dallas, TX.In this role, you will be part of our growing relationship with one of our great clients and have responsibilities in Desktop Support such as:Provide workstation software break-fix...

  • Desktop Support Specialist in Texas

    1 month ago

    Dallas, Texas, United States Virtual Service Operations Full time

    Opportunity:Virtual Service Operations is seeking a highly motivated and career-driven individual to join our growing team as a Desktop Support Specialist in Texas.In this role, you will be part of our growing relationship with one of our great clients and have responsibilities in Desktop Support such as:Provide Workstation Software Break Fix supportIMAC -...

  • Client Services Specialist I

    4 months ago

    Dallas, United States Aon Full time

    Aon is hiring for a Client Services Specialist. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This position will support Aon's Benefit Solutions, located in Dallas, TX. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and...

  • Client Support Specialist

    1 month ago

    Dallas, United States Onbe Full time

    Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf." Because that's exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined - as an opportunity for innovation, a source of insight to customers, and a way to connect with...

  • Client Services Specialist I

    2 months ago

    Dallas, United States Aon Full time

    Aon is hiring for a Client Services Specialist. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This position will support Aon's Benefit Solutions, located in Dallas, TX. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and...

  • Client Service Consultant

    4 days ago

    Dallas, United States Holmes Murphy & Associates Full time

    Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

  • Client Service Consultant

    1 week ago

    Dallas, United States Holmes Murphy & Associates Full time

    Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...

  • Client Support Specialist

    1 month ago

    Dallas, United States Aperia Full time

    Summary Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-based solutions for the payments, banking, and processing industry. Founded in 1999, Aperia offers business intelligence, risk management,...

  • Product Specialist

    2 months ago

    Dallas, United States Selby Jennings Full time

    Position Summary: We are seeking a Product Specialist to join our Client Partnership Group as our client is at an exciting point in it's evolution as an industry leader in Alternative Credit. This role will be tasked specifically with enhancing the growth of our client's Portfolio Finance platform, a rapidly growing segment within Private Debt. They will...

  • Client Retention Specialist

    3 weeks ago

    Dallas, United States Careers at Four Stars Auto Group Full time

    D&M Leasing is growing and currently seeking a Client Retention Specialist/Business Development Center- BDC Representative to join our team. About Us: Highly Rated Dealership - Receiving dealer rater awards, 800 reputation awards, and best places to work awards. Opportunity for Career Growth. Ongoing training and development provided. Qualifications: 2 years...

  • Client Support Specialist

    1 month ago

    Dallas, Texas, United States Aperia Full time

    About the RoleWe are seeking a highly skilled Client Support Specialist to join our team at Aperia Solutions. As a Client Support Specialist, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and their experience with our software is seamless.Key ResponsibilitiesBuild and Maintain Strong Client...

  • Client Retention Specialist

    2 weeks ago

    Dallas, United States D&M Auto Leasing Full time

    D&M Leasing is growing and currently seeking a Client Retention Specialist/Business Development Center- BDC Representative to join our team. Benefits: Medical, Dental, Vision, 401k matching Highly Rated Dealership- Receiving dealer rater awards, 800 reputation awards, and best places to work awards Opportunity for Career Growth Ongoing training and...

  • Executive Director of Personal Care Services

    2 weeks ago

    Dallas, United States PruittHealth Full time

    As part of PruittHealth’s top initiatives, a new division for Personal Care Services (PCS) iin the Atlanta, GA market. PruittHealth is looking to bring on an Executive Director to operationalize and stand up this new division, as well as sell, market and run the day-to-day operations. This position will require someone who is a driver with an...

  • Client Retention Specialist

    2 months ago

    Dallas, United States D&M Auto Leasing Full time

    D&M Leasing is growing and currently seeking a Client Retention Specialist/Business Development Center- BDC Representative to join our team. Benefits: -Medical, Dental, Vision, 401k matching -Highly Rated Dealership- Receiving dealer rater awards, 800 reputation awards, and best places to work awards -Opportunity for Career Growth -Ongoing training and...

  • Client Services Representative

    1 month ago

    Dallas, United States Howell Financial Group Full time

    About Us: Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...

  • Client Services Representative

    1 month ago

    Dallas, United States Howell Financial Group Full time

    About Us:Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Hilltop Holdings Full time

    Job DescriptionHilltop Securities is currently looking to hire a Client Service Associate in Dallas, Texas. Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Momentum Independent Network (MIN) is a brokerage firm, which provides a home for independent representatives. We offer and support a broad range...

  • Client Service Associate

    2 weeks ago

    Dallas, United States Hilltop Holdings Full time

    Job Description Hilltop Securities is currently looking to hire a Client Service Associate in Dallas, Texas. Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Momentum Independent Network (MIN) is a brokerage firm, which provides a home for independent representatives. We offer and support a broad...

  • IT Helpdesk Support Specialist

    3 weeks ago

    dallas, United States Infogain Full time

    Infogain is a human-centered digital platform and software engineering company based out of Silicon Valley. We engineer business outcomes for Fortune 500 companies and digital natives in the technology, healthcare, insurance, travel, and retail industries using technologies such as cloud, microservices, automation, IoT, and artificial intelligence. We...