Client Relations Coordinator

2 weeks ago

Kansas City, Missouri, United States Holmes Murphy Full time
Company Overview:

Holmes Murphy stands as one of the largest privately owned insurance brokerages in the United States. Our mission is to enhance health, safeguard wealth, and provide tranquility to our clients. We take pride in fostering an environment where employees are passionate about their work and their colleagues. Our guiding principle is encapsulated in our purpose statement: "Caring for your unique potential is our SOUL purpose."

We are committed to cultivating a forward-thinking, innovative, and dynamic workplace culture that allows individuals to express their unique talents. At Holmes Murphy, we believe that every employee plays a vital role in our collective success, and we strive to create an atmosphere that nurtures and values each person's strengths.

Position Summary:

We are seeking a Client Service Specialist to become a vital part of our team. The ideal candidate will thrive in a collaborative environment, demonstrating strong interpersonal communication skills and a passion for continuous learning.

The Client Service Specialist will deliver comprehensive administrative support, ensure exceptional client service, and assist in managing claims, including subrogation claims.

Key Responsibilities:
  • Engage daily with internal team members to guarantee effective account administration and timely follow-up on outstanding issues.
  • Foster positive working relationships and maintain effective communication with colleagues, clients, and external partners.
  • Establish and oversee timelines that clearly outline tasks, durations, and team responsibilities for project completion.
  • Format marketing materials, including newsletters, and manage social media accounts.
  • Coordinate calendars, emails, and overall communication.
  • Arrange travel, speaking engagements, sponsorships, and other business development initiatives.
  • Maintain client records and oversee document management.
  • Invoice clients for services rendered and manage accounts receivables.
  • Undertake additional tasks and projects as assigned.
Client Services:
  • Draft Requests for Proposals (RFPs) for review, implement requested edits, distribute RFPs to the insurance market, and summarize proposals for consultant review.
  • Assist in preparing marketing and renewal applications by gathering necessary information.
  • Support the creation of presentation materials using software such as Excel, PowerPoint, and Word.
  • Draft and format monthly client reports in a specified format.
Claims and Subrogation Services:
  • Review incident and police reports to confirm coverage for commercial auto and general liability claims.
  • Collaborate with clients to gather information for responding to claims and inquiries.
  • Provide clients with claim details and assist in liability determinations.
  • Monitor claims progress and update clients on reserves, settlements, and denials as per client procedures.
  • Identify potential subrogation recoveries through incident and police report reviews.
  • Communicate with clients to gather additional information and prepare subrogation claims.
  • Follow up on subrogation claims to ensure timely resolution and recovery.
  • Maintain accurate records of subrogation activities and outcomes.
Qualifications:

Knowledge, Skills, and Abilities:

  • Excellent communication skills, both verbal and written, for effective interaction with internal staff, external partners, and clients.
  • Preferred knowledge of workers' compensation coverage and claims processes.
  • Understanding of liability coverages and claims processes is a plus.
  • Experience in the insurance industry is advantageous.
  • Ability to maintain or obtain a state-specific property/liability insurance agent's license within three months of hire.
  • Bilingual in Spanish is a plus.
  • Strong organizational skills and the ability to manage multiple tasks simultaneously.
  • Willingness to participate in educational opportunities to enhance knowledge of current insurance topics.
  • Familiarity with HMA's Client Privacy Policy, HIPAA regulations, and E&O procedures.

Education: High school diploma required; college degree preferred.

Experience: Minimum of 2+ years in claims, customer service, legal, or administrative roles in an office setting. Experience in public entities or the insurance/legal industry is a plus.

Benefits:

In addition to core benefits such as health, dental, and vision, we offer:

  • Paid Parental Leave and supportive New Parent Benefits.
  • Company-paid continuing education and tuition reimbursement.
  • 401k Profit Sharing with annual contributions to employee accounts.
  • Generous time off policies in addition to paid holidays.
  • Support for community involvement with paid volunteer time off and matching gifts to charities.
  • Commitment to diversity, equity, and inclusion with dedicated programs and initiatives.
  • Annual merit increases and promotion opportunities.
  • Discretionary bonus opportunities.

Holmes Murphy & Associates is an Equal Opportunity Employer.

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