Current Opportunities - Des Moines
Holmes Murphy & Associates is a privately held insurance brokerage firm offering business insurance solutions for property casualty, employee benefits, risk management, captive solutions and loss control. The dedicated career professionals at Holmes Murphy are passionate about delivering the highest-quality service while meeting the needs of our clients. We consistently seek the best talent in the industry to join our team and perpetuate this tradition of service. We are seeking a highly dependable and motivated professional to take on the role of Office Services Specialist in our West Des Moines office. If you have excellent customer service skills, along with working knowledge of Microsoft Office Suite and are looking for an opportunity to grow with an Employer of Choice, we want to talk to you! Responsibilities: Assist the Office Services department, to include: process electronic mail, sort incoming and outgoing mail, scan claims, data entry/data lookup, as well as back-up front desk receptionist and check printer, and other special projects as needed. Qualifications: High school degree or GED required; minimum one year office/clerical experience. Candidates must possess strong communication and customer service skills, as well as be detail-oriented and capable of handling multiple priorities. Proficient knowledge of MS Office tools including Word and Excel. Must have ability to continuously stand, walk, and push the mail cart for extended intervals and lift up to 50 lbs. Core business hours are Monday – Friday, 8:00 AM – 4:45 PM.
Innovative Captive Strategies, a Holmes Murphy company in West Des Moines, IA, is seeking a highly dependable and motivated professional to take on the role of Employee Benefits Assistant to assist in the basic operations of the department and provide support for staff in accordance with Holmes Murphy’s business objectives and standards of excellence. This position requires a high level of accuracy and an attention to detail and timelines, as well as strong knowledge and skills in Microsoft Excel. Major Responsibilities: • Provide support for Employee Benefit Staff. • Intake information needed for underwriting and inputs into models for client proposals. • Assist in preparing and reviewing client communication materials, plan documents, RFPs, proposals, etc. • Prepare monthly experience reports and supporting materials. • Provide administrative support in the form of photo copying, maintaining department files, creating correspondence and forms, preparing client binders, etc. • Perform special projects and other duties as requested. • Occasional travel to client and vendor locations. • Employ Holmes Murphy & Associates Policies and Procedures to execute all job related responsibilities. Knowledge, Skills, and Abilities: • Excel proficiency regarding formulas, graphs, formatting is required. • Ability to perceive departmental needs and effectively communicate to meet those needs. • Ability to effectively communicate with office personnel and external customers/vendors using exceptional verbal and written skills. • Ability to learn and utilize advance technology associated with job functions. • Ability to use a personal computer utilizing various software packages including but not limited to Word, Outlook, Excel and Power Point. • Ability to work with detail, follow directions and maintain a high level of accuracy. Qualifications: • 3-4 years’ experience in an administrative, clerical or related role. • High School diploma required, college degree preferred. • Previous work experience in insurance or related field preferred. • Working knowledge of Microsoft software packages such as, Word, Excel, Access and PowerPoint. Ability to effectively use the internet/intranet. • Ability to work effectively both independently as well as in a team environment to attain personal, team and company goals. • Ability to work daily and extended hours as necessary. We offer a competitive benefit and salary package.
We are seeking a highly dependable and motivated professional to take on the role of Sr. Financial Accountant in our West Des Moines, IA office. If you are highly motivated, detail oriented, and want an opportunity to grow your career with a privately held, entrepreneurial firm, we want to talk to you! Responsibilities: • Coordinates and provides support for general accounting/payroll/accounts payable functions and ensures generally accepted accounting principles are followed. • Assists with general ledger management and period end closings. • Assists with preparation of monthly and year-end financial statement reporting. • Compiles and analyzes data. • Reconciles bank and balance sheet accounts. • Participates in the budget planning process. • Assists in providing tax and audit information to external auditors and coordinate activities of the Accounting Department staff. • Responsible for the training and development of accounts payable and payroll positions including backup for those positions. • Assists with surplus lines tax filings. • Provides assistance for accounting related functions for TPA. • Special projects as directed by the AVP Controller/CFO. Knowledge, Skills, and Abilities: • Ability to work with detail, follow directions and maintain a high level of accuracy. • Strong knowledge of payroll, accounts payable and general ledger. • Solid knowledge of federal and state tax guidelines and procedures. • Well versed of payroll systems, processes and taxes. • Ability to utilize standard accounting principles. • Ability to supervise and motivate personnel. • Ability to learn and utilize advance technology associated with job functions. • Capable of exercising discretion in confidential matters and the use of independent judgment. • Ability to operate all necessary office equipment required to accomplish the job duties as described. • Knowledge of computers and the ability to utilize various software packages including, but not limited to, EXCEL, Word and other Accounting Systems. • Ability to communicate well with persons at all levels of authority both verbally and in writing. • Ability to perform multiple duties simultaneously during peak periods. • Ability to perform detailed analysis of financial documents, plan and implement financial/accounting procedures, and communicate procedures in a clear accurate manner. • Ability to establish, document, and implement a budget processing plan for the Agency. Qualifications: • Minimum of 2 years accounting experience. • College degree in an accounting related field required, CPA preferred. • Previous formal or informal leadership and insurance related experience preferred. • Ability to work with detail, follow directions and maintain a high level of accuracy and confidentiality. • Ability to multi-task, organize and prioritize work, voluntarily extend hours, and/or solicit additional resources when necessary to ensure timely completion of tasks. • Ability to work independently as well as in team environment. • Ability to work regular core hours Monday – Friday, 8:00 AM – 4:45 PM. We offer a competitive benefit and salary package.
Innovative Captive Strategies, a Holmes Murphy company in West Des Moines, IA, is seeking a highly dependable and motivated professional to take on the role of Sales Manager, Employee Benefits. If you are highly motivated, have knowledge of employee benefits, and are eager to work in the sales profession in the captive market, we want to talk to you! BASIC FUNCTION: The purpose of this position is to assist the Sales Team in its efforts to expand its growing book of business, primarily through underwriting and agency support on new and existing programs in a professional and timely manner. Furthermore, assists the Property and Casualty division in similar efforts. This position is the primary daily contact between ICS and its agency and carrier partners. Responsibilities: • Assists the Vice President, Account Executive and Account Manager in the sales process, to include, but not limited to; collecting information from the client/prospect, marketing the account, evaluating client needs, recommending insurance options, reviewing and negotiating quotes. • Develops presentation materials for all lines and products sold in the employee benefit area. • Initiates opportunities to round accounts, to include presenting information to client with assistance. Requires that the Sales Manager review insurance in place and provide underwritten proposals to clients. • Utilizes relationships with underwriters and company representatives to develop effective marketing strategies, negotiate premiums and design individualized coverage programs Client Duties: • Communicates daily with insurance companies to ensure proper execution of underwriting materials. • Services clients by telephone or occasionally traveling to customer sites on issues such as, but not limited to, answering questions on benefits, premium, claims, delivering Indications and Proposals. • Collect information related to group renewal. • Collect data on group premium, claims, expenses and Clinical Risk Compliance to provide to clients and support Sales Leads and Account Managers. • Advocate for the client, resolving claim issues, contract concerns, etc. as situation arise with the insurance carrier in a professional and timely manner. • Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise as well as understanding client’s business needs. New Business/Renewal Duties: • Coordinates the implementation schedule on new and renewal business to include, but not limited to; scheduling and conducting employee meetings, preparing packets, ensuring administrative paperwork is complete. • Assists with the preparation of submissions on new or renewal business, ensuring applications to carriers are complete and provide accurate account information. • As requested, provides summary information on clients’ program utilizing technology such as, Excel spreadsheets, PowerPoint presentations, etc. • Prepares periodic or routine correspondence to client based on the products and service provided within the client program. • Marketing – responsible for coordinating of marketing groups, negotiating with carriers, preparing and presenting options to clients and advising best options. • Develops and maintains positive working relationships with ICS and Agency Partner staff outside the sales team to ensure customer needs are met. • Develops and presents training programs and materials for ICS staff. Team Duties: • Develops and maintains positive working relationships with team members to include; participating in team meetings, providing back up when necessary, communicating information, and effectively problem solving as situations arise. • Develops and maintains positive working relationships with support staff to ensure customer needs are met. Knowledge, Skills and Abilities: • Advanced working knowledge of group benefits, services and programs. • Ability to learn complicated concepts and educate the customer on the features and benefits of the program. • Ability to understand how legal and tax changes affect the company and the captive landscape. • Experience in marketing and implementation of coverage; ability to review contracts, legal and financial documents. • Understanding of carrier/underwriting practices including plan pricing, renewal projections and overall market pricing. • Good understanding of effective sales and customer service methods and the ability to apply this knowledge relative from the broker perspective. • Ability to negotiate with carriers on costs, program design, etc. • Ability to read, understand and analyze health coverages and ancillary lines, forms and policies. • Ability to develop and foster effective relationships with clients, prospects, underwriters, as well as team members. • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members. • The ability to travel and meet with clients to provide presentations on proposals as well as to conduct employee meetings, as necessary. • Knowledge of organizational methods and the ability to manage multiple tasks/duties simultaneously. Qualifications: • High School Diploma required, college degree preferred. • Minimum of five years’ experience in a life/health, employee benefits or provider organization. • Ability to maintain a life/health insurance agent’s license within 90 days of hire. • Ability to operate a computer and working knowledge of various software packages such as, Word, Excel, Agency Management System, etc. We offer a competitive total rewards package.
We are seeking an eager and highly motivated professional to service our Property Casualty clients as an Account Manager on the Select Property Casualty team in our West Des Moines, IA office. Basic Function: The purpose of this position is to evaluate the needs and risks of existing and new clients. Select Account Manager must understand the clients’ business requirements and assist them in creating an insurance program specific to their business by marketing to appropriate carriers or maintaining coverage with existing carriers. The Select account manager is also responsible for suggesting additional coverages and limits, based on this assessment, which reduce the client’s exposure. The above service will be provided in a professional and timely manner. Responsibilities: Account Administration: • Prepare client renewal reviews and applications, order renewals, and ensure accurate invoicing, as well as, the completion of required documents. • Review insurance in place and assess future need of client. • Evaluate and recommend insurance options for clients. • Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include; coverages schedules, policy formats, policy endorsements, audits, premiums and invoicing. Client Service Duties: • Maintain dedication to professional client service and operates as an effective partner with clients to include, but not limited to the following: • Consistently available for client inquiries, as well as responds to client requests in a timely and professional manner. • Maintain an awareness of client service issues. • Research and investigate client insurance issues. • Keep informed of insurance industry developments by attending meetings on new or revised products, meeting with carrier underwriters and reading various insurance articles, newsletters, emails, etc. • Proactively address issues and opportunities for enhance service. • Investigate and identify appropriate resources to resolve complex insurance issues ensuring client and account executive satisfaction. • May have responsibility for claim referral process management as follows: o Receive information on losses from the insured, claimants, or account executive and assist in referring the loss information. o Provide follow-up, counsel, etc. as required to successfully complete the claim process for the client. • Identify and pursue opportunities for the sale of additional lines of insurance. Marketing/Sales Process Duties: • Participate in the renewal sales process to include: determining optimum markets for renewal accounts and prepares/delivers submissions. • Evaluate renewal quotes and as necessary interfaces/negotiates with carrier underwriters . • Work with the agency staff as needed to obtain submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures, and desired services. • Develop and maintain relationships with company underwriter and representatives to develop broad product knowledge and effectively resolve client service issues. Team Duties: • Develop and maintain positive working relationships with support staff outside the sales team to ensure customer needs are met. • Develop and maintain positive work relationships with team members to include: participating in team meetings, providing back up when necessary, communicating information and effectively problem solving as situations arise. Knowledge, Skills, and Abilities: • General knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties. • Ability to read, understand and analyze property casualty coverages, forms and policies. • Ability to learn insurance markets, to analyze simple to complex coverage requirements, to identify appropriate resources, and to resolve insurance issues. • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members. • Ability to work effectively both independently as well as in a team environment to attain team and Agency goals. • Knowledge of organizational methods and the ability to manage multiple tasks/duties simultaneously. • Ability to operate standard office equipment such as: computer, calculators, copier/scanner, telephone, fax machine, etc. • Ability to perform simple to complex mathematical calculations. • Ability to keep current on industry trends and develop relationships with contacts within the industry. • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements. • Utilize organizational skills while incorporating special projects and daily duties. • Willingness to pursue a technical designation/education CISR, CIC, CPCU, AU or other designations approved by management. • Ability to assist in other work related duties as necessary. Qualifications: • High school diploma required; college degree preferred • Active state specific Property/Casualty Insurance license, or ability to acquire license within three months of hire. • Experience preferred in the insurance industry. • Ability to use a variety of computer programs and software(Word and Excel). • Excellent customer service skills, excellent verbal/written communication skills, and ability to complete duties in a professional and timely manner. • Available to work full-time hours, Monday – Friday, 8:00 AM – 4:45 PM.
Holmes Murphy is an Equal Opportunity Employer.
Disclosure to Executive Search Firms and Staffing Agencies:
Holmes Murphy & Associates, Inc. does not accept contacts or resumes from any agencies, unless previous agreements have been made. All unsolicited resumes will be considered Holmes Murphy & Associates' property, and Holmes Murphy will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers.