Current Opportunities - Des Moines

Posted: Monday, July 21

We are seeking a highly dependable and motivated professional to take on the role of Marketing Executive in Property & Casualty, in our West Des Moines office. BASIC FUNCTION: Fact find, assemble, and progressively market qualified prospects of new and specific renewal business with the designated Account Executives in accordance with the established objectives and procedures of Holmes, Murphy & Associates, Inc. RESPONSIBILITIES: • Prepare, market new and define renewal business in conjunction with designated sales team to include: • Collect all necessary information and analyze the current program, which at times involves contacting the prospect or insured after a visit or introduction has been made. • Prepare submissions to include applications and various support documents. • Favorable presentation of the account to the insurance carriers, and to proactively work in obtaining a compelling program. • Prepare a proposal which complies with HMA coverage standards with input from the sales team. • Maintain an organized marketing file that provides Account Managers with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted (exception would be an account bound on-line) • Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in a courteous and timely manner. • Research information in response to both internal and external customers. • Develop/maintain effective communication and relationships with company underwriters and clients in order to build trust and write business. This includes meeting with underwriters when they visit the office, as well as attending social events before or after work hours • Develop and maintain active contacts within the industry to keep informed on industry trends/issues. • Perform special projects as identified by the VP Business Development or the PC sales leader. • Attend Agency meetings as well as internal and external training as required. • Present a professional appearance and attitude of accomplishment. KNOWLEDGE, SKILLS, AND ABILITIES: • Excellent knowledge of property and casualty insurance coverages and the ability to apply that knowledge in the performance of job duties. • Knowledge of marketing and negotiation strategies and the ability to apply that knowledge in developing and maintaining strong company relationships to ensure successful placement of client risk. • Ability in exercising discretion in confidential matters and the use of independent judgment. • Excellent communication skills and the ability to apply those skills with persons at all levels of authority in written form as well as verbally. • Ability to be detail oriented, follow directions, and maintain a high level of accuracy. • Ability to learn and utilize advanced technology associated with job functions. • Ability to operate a personal computer utilizing various software packages to include but not limited to Microsoft Excel and Word • Ability to demonstrate a strong sense of determination and meet all quote deadlines as mutually agreed upon with sales team. • Knowledge of organizational methods and the ability to manage multiple projects simultaneously. • Ability to provide own transportation and ability to travel, as required. • Assist with client presentations as needed. • Maintain state-specific insurance license by completing continuing education requirements. • Ability and willingness to continue industry related education as well as maintain industry contacts. • Ability to work daily and extended hours as necessary. QUALIFICATIONS: • High School Diploma required; college degree preferred. • Seven-plus years of experience, preferably in commercial agency or company underwriting, performing marketing responsibilities. • Active state-specific commercial insurance agent’s license or ability to obtain within three months of hire. • CIC or CPCU designation, helpful.


We are seeking a highly dependable and motivated professional to take on the role of Data Analyst in our West Des Moines office. The purpose of this position is to provide reporting and analytical expertise in a professional and timely manner in accordance with established Agency goals and objectives. MAJOR RESPONSIBILITIES: • Analyze complex data systems while documenting data elements, data flow, relationships and dependencies. • Develop automated and reusable routines for extracting requested information from data sources. • Compile detailed reports using data reporting tools and make recommendations based on findings. • Work in partnership with assigned business unit. • Write policies, procedures, and technical documentation. • Other tasks as assigned by stakeholders in assigned business unit and IT Business Solutions Manager. KNOWLEDGE, SKILLS, ABILITIES: • Strong analytical, quantitative and problem-solving abilities. • Thorough knowledge of relational database theory and practice. • Ability to work both independently and collaboratively with data systems teams. • Excellent oral and written communication skills. QUALIFICATIONS: • Bachelor’s degree preferred, or equivalent job experience. • Relational database experience preferred. • Knowledge of reporting/analytical tools • Advanced Excel skills.


Innovative Captive Strategies (ICS), a Holmes Murphy affiliate in West Des Moines, is seeking a highly dependable and motivated professional to take on the role of Risk Management Consultant. At ICS, we look at insurance in a bold new way. We discover new possibilities that will help our customers succeed. We challenge ourselves and our customers to be free thinkers. Then we help them seize their full potential. Encouraging them to look beyond the unexpected. To do business boldly. BASIC FUNCTION: The purpose of this position is to provide effective customer service in a professional and timely manner to all captive members. This position will assist in the efforts to ensure the proper services are provided in claims and loss control to all captive members. This position will assist in identifying trends and developing action plans to eliminate the exposures causing the most prevalent trends. RESPONSIBILITIES: Interpretation of loss trending for a group of clients and development of training and strategies to improve loss performance. Identification of clients needing additional services from a risk and safety standpoint and making recommendations to improve their safety and loss control programs. Development of curriculum and facilitation of workshops providing safety services and safety training to clients. QUALIFICATIONS: B.S. or B.A. degree required with a minimum of five years’ experience in Loss Control, Risk Management, Safety, and/or Human Resources. Travel required. Public speaking and group management skills a must. Knowledge of Property Casualty a plus. We offer a competitive compensation/benefit package, interaction with varied industry professionals, professional development opportunities, and a team environment.


We are seeking an eager, highly motivated professional to service our Property Casualty clients. This position will be based out of Des Moines, but may require travel to other Holmes Murphy locations. Basic Functions The purpose of this position is to support the sales and service team in providing professional and timely customer service. Account Managers are required to learn the responsibilities and necessary knowledge to perform the following duties independently: Responsibilities • Prepares certificates, binders, auto ID cards and accident kits. • Processes endorsements by checking coverages, invoices and updates computer systems. • Orders and suspends policy changes. • Follows established procedure for tracking policies to be checked and sent to clients. • Participates in renewal planning with team. • Maintains follow-up system for receipt of audits. • Reviews, analyzes and summarizes various types of data including audits, using standardized formats. • Reviews, analyzes and checks experience mods using available software • Investigates and corrects omitted items and commission differences on audits and endorsements. • Maintains monthly reporting forms and follows up with Consultants, as needed. • Assists or prepares client renewal PSR document and updates applications as needed. • Prepares client renewal reviews documents to include copies of the PSR, applications, experience mod worksheet, loss runs and summary, schedules, and other pertinent information. • Invoices new and renewal policies, monthly installments, direct bill, and agency bill, and ensure the accuracy of this invoicing. • Accountable for account accuracy by ensuring that on-line customer information as well as items received by carriers are accurate and current, including coverage schedules, policy formats, policy endorsements, premiums, and then follow-up on pending changes. • Knows and uses various carrier websites for quoting purposes. • Prepares policies for delivery to customers and for our office records. • Develops and maintains 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. • Orders loss runs and prepares loss summaries. • Performs special projects and other duties as requested. KNOWLEDGE, SKILLS, AND ABILITIES: • General knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties. • Strong written and oral communication skills; customer service orientation. • Experience with computer data entry required • Ability to learn and use carrier websites, and other programs such as Sagitta, Zywave, Modmaster, and others as required for the position. • High level of organizational ability; able to handle and prioritize multiple tasks. • Ability to work independently. • Detail orientation and problem-solving ability. • Strong analytical skills, with ability to perform simple to complex mathematics computations. • Ability to maintain confidentiality. • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements. • Ability to travel to other offices for extended periods of time. 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. • Up to two years’ administrative/clerical experience, preferably 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.


We are seeking a highly dependable and motivated professional to take on the role of Employee Benefits Senior Account Manager in our West Des Moines office. This is an excellent opportunity to work with a variety of clients and add value by acting as a consultant to Human Resources professionals. We work with hundreds of clients throughout the nation ensuring they receive exceptional service on a daily basis. If you have Employee Benefits experience, excellent customer service and communication skills and are looking for an opportunity to grow with an Employer of Choice in Des Moines, we want to talk to you! BASIC FUNCTION: The purpose of this position is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs. In addition, provide technical expertise, and develop/strengthen client relationships, as well as, to provide effective customer service in a professional and timely manner. Furthermore, assists Account Executives in sales and marketing of group employee benefit insurance programs, and suggests additional coverages and limits, based on their assessment, which reduce the client’s exposure in accordance with established Agency and Sales Team goals and objectives. MAJOR RESPONSIBILITIES: Sales Duties: • Assists the Account Executive 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. • Assists the Account Executive or conducts client presentations. • Initiates opportunities to round accounts, to include presenting information to client with or without assistance from the Account Executive. Requires that the SAM review insurance in place and assess future needs of the client. Client Duties: • Communicates daily with insurance companies to ensure proper administration of accounts to include contract concerns, underwriting issues, claim situation, etc. • Services clients by telephone or occasionally traveling to customer site, on issues such as, but not limited to, answering questions on benefits, eligibility, claims, delivering administration kits and policies/endorsements, assisting with employee meetings etc. • Proactively addresses administrative issues between carrier(s) and client, communication “best practices” to clients, to include developing processes to ensure timely and accurate administration on accounts. • Advocate for the client, resolving claim issues, contract concerns, etc. as situations arise with the insurance carrier in a professional and timely manner. 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 Account Executive 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. QUALIFICATIONS: • College degree preferred • Minimum of 3-5 years of experience in life/health insurance, employee benefits, human resources or provider organization. • Active Iowa Life/Health Insurance Agent License; or ability to obtain upon hire within 3 months. • Ability to travel occasionally to client locations. • Strong analytical, multi-tasking and communication skills. • Strong computer skills with working knowledge of Word and PowerPoint; intermediate to advanced Excel skills required. • Available to work full-time, core business hours Monday – Friday, 8:00 AM – 4:45 PM. Holmes Murphy offers a competitive benefits and salary package and is an Equal Opportunity Employer.


We are seeking a highly dependable and motivated professional to take on the role of Loss Control Consultant in the Commercial Property & Casualty Risk Management Division, in our West Des Moines office (may be flexible with location for the right candidate). We currently are seeking qualified candidates to fill an open Loss Control Consultant position, specializing in the construction industry. If you are a safety or risk control professional and have construction industry experience, we want to talk to you! BASIC FUNCTION: To provide high quality technical advice to clients to assist them in developing an effective loss control and risk management program in an effort to prevent accidents and injuries and reduce costs in accordance with the established procedures of Holmes, Murphy & Associates, Inc. MAJOR RESPONSIBILITIES: • Provide support for the Property Casualty/Risk Management Division by delivering technical advice to clients to assist them in developing an effective loss control, risk management and/or safety program to prevent accidents/injuries and reduce costs in accordance with established procedures. • Provide safety program organization and management advice and support in identifying and correcting possible unsafe areas or practices by performing on-site inspections. • Prepare reports for client management indicating findings of audits of objectives and responsibilities. • Perform research and follow-up for clients on safety related issues and questions. • Perform on-site safety (mock OSHA) surveys for clients, including property and casualty. • Set safety goals, provide resources and evaluate long-term performance. • Provide on-site safety training seminars for client management and employees. • Review client safety handbooks and materials, provide comments as necessary. • Produce written loss control procedures and processes for clients. • Provide safety training materials to client management for distribution to employees. • Maintain current information on safety standards and procedures. • Maintain active contacts within the industry to keep informed of practices at other insurance agencies. • Complete Accident Trend Analysis as required. REQUIREMENTS: • Minimum two to five years experience loss control, risk or safety representative. • Ability to work with detail, follow directions and maintain a high level of accuracy. • Ability to learn and utilize advance technology associated with job functions. • Capable of exercising discretion in confidential matters and use independent judgment. • Ability to type and use a personal computer utilizing various software packages, including but not limited, to Microsoft Word, Excel, PowerPoint and Outlook. • Ability to communicate well with persons at all levels of authority in writing, verbally, or in person. • Ability to perform multiple duties simultaneously during peak periods. • Willingness to pursue industry-related education and maintain active contacts in the industry. • CSP, ARM or other designations desirable. • Travel required.


We are seeking a highly dependable and motivated professional to take on the role of Learning & Development Consultant – Technology to join the Information Technology team in our West Des Moines office. This could be an excellent opportunity for an entry-level professional wanting to launch a training career! If you have excellent written and verbal communication skills, attention to detail, and self-motivation we want to talk to you! BASIC FUNCTION: This employee will align their performance with company goals by developing, delivering and evaluating learning and development needed in computer systems for all areas of the company. This highly visible individual will create partnerships and consult with internal customers to analyze performance gaps, recommend effective solutions and support implementation as needed. RESPONSIBILITIES:  Partner closely with business leaders to analyze technology training gaps, propose and develop solutions, and communicate and implement technology training needed to support line of business strategies and operational plans.  Consult with business users to gain knowledge of specific work situations requiring employees to better understand technology training needs and supporting documentation. Partner with others in the organization and act as the project lead on functional projects. Influence partners to achieve buy-in on proposed solutions.  Design training curricula and/or non-training solutions for identified performance gaps. Assist in the creation of teaching outlines and determine instructional methods such as individual training, group instruction, lectures, demonstrations, online training, conferences, meetings, and workshops. Contribute to positive outcomes for the client and demonstrate how solutions meet business needs.  Conduct training sessions covering specified areas as defined by business needs. Able to coach a department subject matter expert on the skills needed to deliver implementation of performance solutions.  Select or develop testing and evaluation procedures to measure results. Coordinate measurement of progress and evaluate effectiveness of performance solutions. Report on progress of employees under guidance during training periods. Assess changes in learning and behavior at regular intervals following training, as needed.  Work with external vendors to develop, deliver and evaluate performance supporting solutions, making sure our needs are documented and met by the vendor.  Perform special projects as identified by the needs of the business and your respective leader. KNOWLEDGE, SKILLS, AND ABILITIES:  Ability to fully understand Holmes Murphy’s business and workflows, and how systems training will impact the user.  Ability to lead major project initiatives.  Proven ability to disseminate information. Needs knowledge of a variety of different types of learners, in a variety of settings.  Ability to work with detail, follow directions and maintain a high level of accuracy.  Ability to learn and utilize advanced systems associated with job functions.  Capable of exercising discretion in confidential matters and using independent judgment.  Ability to communicate well with persons at all levels of authority in writing and verbally.  Ability to project a professional tone of voice and demeanor at all times.  Ability to occasionally travel to other office locations.  Ability to be available for work on a daily basis for a minimum of 7.75 hours per day and for additional hours as necessary to perform duties.  Ability to lift minimum of 25 lbs.  Ability and willingness to pursue industry related education.  Ability to maintain a professional appearance.  Must be knowledgeable of and comply with Holmes Murphy’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies. QUALIFICATIONS: Education: College degree is preferred with emphasis in one of the following: a) Communications b) Business Administration c) Education d) Information Technology Experience: 0-2 years Learning & Development related experience preferred; insurance related knowledge and experience a plus. Working knowledge of various computer software programs required. Regular working hours are Monday – Friday, 8:00 AM – 4:45 PM. We may be flexible with hours for the right candidate. We offer a competitive benefit and salary package.


Holmes Murphy & Associates is seeking an experienced, detail-oriented and dedicated insurance professional to join our West Des Moines Employee Benefits office as a Client Service Executive. Basic Function: The purpose of this position is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs. In addition, provide technical expertise, and develop/strengthen client relationships, as well as, to provide effective customer service in a professional and timely manner. Furthermore, assists Account Executives in sales and marketing of group employee benefit insurance programs, and suggests additional coverages and limits, based on their assessment, which reduce the client’s exposure in accordance with established Agency and Sales Team goals and objectives. In addition, the CSE should demonstrate strong leadership skills to the rest of the team, including mentoring inside staff. Responsibilities: Sales Duties: • Assists the Account Executive 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. • Assists the Account Executive or conducts client presentations. • Initiates opportunities to round accounts, to include presenting information to client with or without assistance from the Account Executive. Requires that the CSE review insurance in place and assess future needs of the client. • Identifies and initiates opportunities for the sale of additional lines of insurance. • Utilizes relationships with underwriters and company representatives to develop effective marketing strategies, negotiate premiums, design individualized coverage programs, and resolve complex service issues for clients. Client Duties: • Communicates daily with insurance companies to ensure proper administration of accounts to include contract concerns, underwriting issues, claim situation, etc. • Services clients by telephone or occasionally traveling to customer site, on issues such as, but not limited to, answering questions on benefits, eligibility, claims, delivering administration kits and policies/endorsements, assisting with or conducting employee meetings etc. • Proactively addresses administrative issues between carrier(s) and client, communication “best practices” to clients, to include developing processes to ensure timely and accurate administration on accounts. • Advocate for the client, resolving claim issues, contract concerns, etc. as situations 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 Account Executive 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. Team Duties: • Develops and maintains positive work relationships with team members to include; demonstrates leadership role within the team and throughout agency, participates in team meetings, provides back up when necessary, communicates information, and effectively resolves problems/issues as situations arise. • Develops and maintains positive working relationships with Holmes Murphy staff outside the sales team to ensure customer needs are met. • Exhibits leadership by mentoring, training and sharing knowledge with others in the EB department. Qualifications: • High school diploma required, College degree preferred • Minimum 5-7 years of experience in life/health, employee benefits, human resources or provider organization. • Active Iowa Life/Health Insurance agent license; technical designations preferred. • Ability to travel occasionally to client locations. • Strong analytical, multi-tasking and communication skills. • Management of highly complex accounts preferred. We offer a competitive benefit and salary package.


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 Client Service Consultant in the Property & Casualty department of our Des Moines office. If you have demonstrated exceptional customer service skills, along with working knowledge of Property Casualty insurance and are looking to grow in your career, we would like to talk to you! BASIC FUNCTION: The purpose of this position is to evaluate the needs and risks of existing clients and assist them in creating an insurance program specific to those needs. This role includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business. The above service will be provided in a professional and timely manner. RESPONSIBILITIES: Client Service Duties: Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to the following: • Tracks expiration dates of current clients to ensure renewals are completed. • Reviews insurance in place and assess future need of client. • Evaluates and recommends insurance options for clients. • Consistently available for client inquiries, as well as responds to client requests in a timely and professional manner. • Maintains an awareness of all client service issues. • Researches and investigates client insurance issues. • Instigates meetings or telephone contact with clients to proactively address issues and explores opportunities to enhance services currently provided. • Investigates and identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction. • May have responsibility for claim referral process management as follows: • Receives information on losses from the insured, claimants, or account executive and assist in referring the loss information to the appropriate company for processing. • Works with HMA Claims Department to provide follow-up, counsel, etc. as required to successfully complete the claim process for the client. Account Administration: • Prepares client renewal reviews and applications, orders renewals, and ensures accurate invoicing, as well as, the completion of required documents. • 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, premiums, and invoicing. Technical Duties: • Manages various complex insurance plans such as claims made policies, loss sensitive risk funding plans, and loss development and loss forecasting. • Interprets policy contractual provisions, understands policy forms and general intent, develops manuscript endorsements to ensure appropriate action taken on coverage issues. Marketing/Sales Process Duties: • Participates in the new/renewal sales process to include; determining optimum markets for new/renewal accounts and prepares/deliver submissions. • Identifies and pursues opportunities for the sale of additional lines of insurance, as well as additional agency services such as loss control accomplished by understanding client business needs and in fostering strong client relationships. • Works with the sales team and Sr. Consultant, Client Service in obtaining submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures and other desired services. • Evaluates renewal quotes and as necessary interfaces/negotiates with carrier underwriter with sales team’s assistance, if required. • Develops and maintains relationships with company underwriters and representatives to develop broad product knowledge and effectively resolve client service issues. Team Duties: • Effectively coordinates client service responsibilities with Consultants and Account Managers. • Develops and maintains 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. • Develops and maintains positive working relationships with Holmes Murphy staff to ensure customer needs are met. • Assists with development and mentoring of Account Managers. 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, as well as review business contract provisions and amend coverages to comply with provisions, as necessary. • Ability to learn to develop insurance markets, to analyze simple to complex coverage requirements, to identify appropriate resources, and to resolve insurance issues. • Ability to acquire and maintain an active state-specific property/casualty insurance agent’s license. • 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, telephone, and fax machines, etc. • Experience with computer data entry required; working familiarity with Sagitta, Excel and Word. • Ability to learn and use carrier websites, and other programs such as Zywave, Modmaster, and others as required for the position. • Ability to perform simple to complex mathematical calculations. • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements. • Ability and willingness to continue industry related education, such as CIC or ARM designation (recommended). • Ability to keep current on industry trends and develop relationships with contacts within the industry. • Ability to work daily and extended hours as necessary. QUALIFICATIONS: • High School Diploma required; college degree preferred. • Three to five years’ experience in an insurance agency or company. • Active state-specific commercial insurance agent’s license, or ability to obtain within three months of hire. • Industry specified designations such as CIC or ARM, helpful.


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. Innovative Captive Strategies, a Holmes Murphy company in West Des Moines, is seeking a highly dependable and motivated professional to take on the role of Account Executive. If you are highly motivated, have knowledge of employee benefits, and are eager to develop a sales career in the captive market, we want to talk to you! BASIC FUNCTION: To contribute to Agency profitability and value by developing new business and assuring quality service to customers in accordance with the established objectives and procedures of Innovative Captive Strategies. Responsibilities: • Develop and implement sales strategies, which result in achieving (or exceeding) new sales volume and profitability objectives. • Actively generate new sales leads through community activities, association meetings and qualified sales calls. Obtain expiration dates and other personal or company historical information to pre-qualify prospects. • Integrate all departments with accounts for the purpose of assuring long-lasting customer relationships and exceeding customer expectations. • Provide accurate and complete information on potential accounts and renewal accounts to the assigned account manager for the purpose of developing a complete insurance program presentation. • Help market these accounts, present proposals to prospects and clients, close sale, deliver policies. • Handles complex processing and claim situations with client and/or company personnel. • Responsible for collection of all premiums, including audits made subsequent to policy issuance, on all new accounts produced. (If Agency billed) • Maintains production reports and attends sales meetings as required. • Promotes the agency and the insurance industry in the community. • Participates in company and agency sales goals. • Support the development of the Account Managers, Senior Account Managers, and Client Service Executives. Knowledge, Skills and Abilities: • Capable of exercising discretion, in confidential matters, and using independent judgement. • Ability to learn and utilize advanced technology associated with job functions, including agency management systems. • Ability to learn standard underwriting procedures. • Ability to read, understand and analyze coverages, forms and policies. • Ability to provide own transportation and ability to travel. Qualifications: Education: High School Diploma required, college degree preferred. Experience: Previous sales experience required, preferably in employee benefits insurance. State specific licensing, i.e. Iowa Life & Health license, and industry specific professional designations are also preferred.



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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.