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Client Relations Coordinator

2 months ago

Kansas City, Missouri, United States Holmes Murphy & Associates Full time

Holmes Murphy is recognized as one of the largest privately owned insurance brokerages in the United States. Our mission is to enhance health, safeguard wealth, and provide assurance 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 offer a progressive, innovative, and dynamic company culture that encourages employees to express their unique potential. At Holmes Murphy, we believe that every team member brings their own distinct talents to the table, and we are committed to creating an environment that nurtures and values individual strengths.

We are seeking a Client Service Specialist to enhance our Charlesworth division. Ideal candidates will excel in a collaborative atmosphere, possess strong interpersonal communication skills, and have a genuine enthusiasm for learning.

The Client Service Specialist I will deliver comprehensive administrative assistance, provide outstanding client service, and support the management of claims, including subrogation claims. The perfect candidate will be detail-oriented, have excellent communication abilities, and be adept at multitasking in a fast-paced setting.

Key Responsibilities:

  • Engage daily with internal team members to ensure effective account administration and timely follow-up on unresolved issues.
  • Foster positive working relationships and maintain effective communication with colleagues, clients, and external partners.
  • Establish and oversee timelines that clearly outline all tasks, durations, and team resources necessary for project completion.
  • Design marketing materials, including monthly newsletters, and manage social media platforms.
  • Coordinate calendars, emails, and overall communication.
  • Organize travel arrangements, speaking engagements, sponsorships, and other business development initiatives.
  • Maintain client records and manage document organization.
  • Invoice clients for services provided and oversee accounts receivable management.
  • Undertake additional tasks and projects as assigned.
Client Services:
  • Draft Requests for Proposals (RFPs) for review by the appropriate Consultant, implement requested edits, distribute RFPs to the insurance market, ensure timely responses, and summarize proposals for 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:

Claims
  • Review incident and/or police reports to verify coverage for commercial auto and general liability claims.
  • Collaborate with clients to gather information for responding to inquiries from claimants, third-party administrators, or insurers.
  • Provide claim details to clients and assist in determining liability.
  • Monitor claim progress and provide updates to clients, including setting reserves and assisting in settlements and denials as per client procedures.
Subrogation
  • Examine incident and/or police reports to identify potential subrogation recoveries.
  • Communicate with clients to gather additional information.
  • Prepare and submit subrogation claims to responsible parties or insurers.
  • Follow up on subrogation claims to ensure timely resolution and recovery of funds.
  • Maintain accurate records of subrogation activities and outcomes.
Knowledge, Skills, and Abilities:
  • Strong communication skills with the ability to interact effectively in both verbal and written forms with various internal staff, external partners, and clients.
  • Familiarity with workers' compensation coverage and claims processes is preferred but not mandatory.
  • Understanding of liability coverages and claims processes is advantageous but not required.
  • Experience in the insurance industry is preferred but not required.
  • 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, indicating the ability to understand and converse with Spanish-speaking individuals.
  • Demonstrated responsibility and dependability in attendance.
  • Willingness to travel locally to meet with clients as necessary.
  • Proficient in operating a computer and knowledgeable in various software packages such as PowerPoint, Outlook, Word, Excel, Teams, and Zoom.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Commitment to participate in educational opportunities to enhance knowledge of current insurance topics and relevant system improvements.
  • Compliance with HMA's Client Privacy Policy, HIPAA regulations, and E&O procedures and policies is essential.
Qualifications:
  • Education: High school diploma required; college degree preferred.
  • Experience: Minimum of 2+ years in claims, customer service, legal, or administrative roles in an office environment. Experience in public entities or the insurance or legal industry is a plus.
Benefits: In addition to core benefits such as health, dental, and vision, employees can enjoy:
  • Paid Parental Leave and supportive New Parent Benefits.
  • Company-paid continuing education and tuition reimbursement.
  • 401k Profit Sharing with annual contributions to every full-time employee's 401k.
  • Generous time-off policies in addition to paid holidays.
  • Support for community involvement with paid volunteer time off and employee matching gifts to charities.
  • Commitment to diversity, equity, and inclusion (DE&I) with various programs and initiatives.
  • Regular merit increases and promotion opportunities.
  • Discretionary bonus opportunities.
Holmes Murphy & Associates is an Equal Opportunity Employer.

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