2 client service specialist pc jobs found in Waukee

Job Description: We are looking to add a Client Service Specialist to join our Property Casualty team in Waukee, IA . 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! Essential Responsibilities: Prepares certificates, binders, and auto ID cards. 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. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Gather quotes from online platforms Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients Qualifications:...

Job Description: We are looking to add a Client Service Specialist to join our Select team in Waukee, IA . 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! Essential Responsibilities: Prepares certificates, binders, and auto ID cards. Ensure accuracy of invoicing and work with accounting to resolve any discrepancies. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Review, process, and deliver policy audits to clients. Update agency management system and third-party platforms related to new and existing clients. Qualifications: Education: High school diploma; college degree preferred. Experience: Minimum 0-1 year of administrative,...