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 SOUL purpose!”
Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.
We are looking to add a Client Service Specialist to join our Charlesworth team in Kansas City, MO or Dallas, TX. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.
The Client Service Specialist I will provide comprehensive administrative support, deliver exceptional client service, and assist in the management of claims, including subrogation claims. The ideal candidate will be detail-oriented, possess strong communication skills, and have the ability to multitask in a fast-paced environment.
Responsibilities:
- Communicates daily with internal team members to ensure proper administration of accounts and follows up on outstanding issues in a timely manner.
- Maintains positive working relationships and communications well with co-workers, clients and third parties.
- Establishes and manages timelines that clearly identify all tasks, task durations and team resources responsible for completing the tasks and milestones needed to complete assigned projects.
- Format marketing materials, including monthly newsletter and maintain social media accounts.
- Coordinate calendars, emails and overall communication.
- Arrange travel, speaking engagements, sponsorships and other business development opportunities.
- Maintain client records and oversee document management.
- Invoice clients for services rendered and oversee and manage accounts receivables.
- Additional tasks and projects as needed or assigned.
Client Services:
- Drafts Requests for Proposals (RFPs) for review by appropriate Consultant, makes requested edits to RFPs, distributes RFPs to insurance carrier market, ensures timely response by insurance carrier and summarizes insurance carrier proposals for review by appropriate Consultant.
- Assists in the preparation of marketing and renewal applications, including gathering needed information.
- Assists with preparation/creation of materials for presentations, utilizing software such as Excel, PowerPoint and Word.
- Drafts and formats monthly client reports in a specified format.
Claim and Subrogation Services:
Claims
- Review incident and/or police reports to confirm coverage for commercial auto and commercial general liability claims.
- Work directly with clients to gather information for responding to allegations and questions posed by the claimants, third-party administrators, or insurers.
- Provide claim details to client and seek their liability determination.
- Monitor the progress of claims and provide updates to clients to include setting reserves, assisting in claim settlement and denials as set forth in a client claims handling procedures.
Subrogation
- Review incident and/or police reports to identify potential subrogation recoveries
- Communicate with client 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:
- Good communication skills and the ability to apply these skills in either verbal or written form when interacting with various internal staff, external partners, and employees, claimants, and clients.
- Knowledge of workers compensation coverage and claims process and the ability to apply that knowledge in the performance of the job duties preferred, but not required.
- Knowledge of liability coverages and claims process and the ability to apply that knowledge in the performance of the job duties preferred but not required.
- Knowledge of or experience in the insurance industry and the ability to apply that knowledge in the performance of the job duties preferred, but not required.
- Ability to maintain state-specific property / liability insurance agent’s license or obtain within three months of hire.
- Bilingual in Spanish a plus, meaning the ability to understand and to converse to all Spanish speaking individuals.
- Expected to be extremely responsible and dependable in attendance.
- Ability to travel locally and meet with clients to provide information/materials or to assist with employee meetings, as necessary.
- Ability to operate a computer and strong working knowledge of various software packages such as, PowerPoint, Outlook, Word, Excel, Teams, and Zoom.
- Knowledge of organizational methods and the ability to manage multiple tasks/duties simultaneously.
- Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
- Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.
Qualifications:
- Education: High school diploma required; college degree preferred.
- Experience:Minimum 2+ years’ experience in claims, customer service, legal or administrative/clerical work experience in an office environment. Experience in pubic entities or the insurance or legal industry a plus.
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.
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