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Insurance Client Relations Specialist

2 months ago

MagstattleBas, Grand Est, United States Holmes Murphy Full time

About Us:
Holmes Murphy stands as one of the largest privately owned insurance brokerage firms in the nation. Our core mission revolves around enhancing health, safeguarding wealth, and providing tranquility to our clients. We take pride in fostering a workplace where employees are passionate about their roles and their colleagues. Our guiding principle is encapsulated in our purpose statement: "Caring for your unique potential is our SOUL purpose."

Position Overview:
We are seeking a dedicated Insurance Client Relations Specialist to become a vital part of our Property & Casualty team. The ideal candidate will excel in a collaborative environment, showcasing exceptional interpersonal communication skills and a passion for continuous learning.

Key Responsibilities:
The primary objective of this role is to manage a portfolio of clients, assessing their needs and risks to develop tailored insurance solutions. Responsibilities include:

  • Independently managing daily client service tasks, including renewal marketing and insurance placement.
  • Preparing essential documents such as certificates, binders, and auto ID cards.
  • Engaging in meetings with insurance carriers.
  • Processing policy changes and endorsements, ensuring accuracy in client management systems.
  • Conducting audits and addressing discrepancies.
  • Leading account management and participating in pre-renewal discussions.
  • Consulting with clients on their coverage requirements and marketing renewal policies.
  • Maintaining strong relationships with team members and providing mentorship to junior staff.

Qualifications:
The successful candidate will possess:

  • A high school diploma; a college degree is preferred.
  • An active state-specific Property Casualty Insurance agent's license or the ability to obtain one within three months of employment.
  • A minimum of three years of experience in customer service, underwriting, or risk management within the insurance sector.

Benefits:
In addition to standard benefits such as health, dental, and vision coverage, we offer:

  • Paid parental leave and supportive new parent benefits.
  • Company-sponsored continuing education and tuition reimbursement.
  • 401k profit-sharing contributions.
  • Flexible work arrangements to support work-life balance.
  • Generous time-off policies, encouraging employees to utilize their leave.
  • Community engagement opportunities through paid volunteer time off.
  • Commitment to diversity, equity, and inclusion initiatives.

At Holmes Murphy, we believe in recognizing and nurturing the unique contributions of every employee. Join us in our mission to deliver exceptional service and care to our clients.