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 Business Development Coordinator to join our Innovative Captive Strategies team in Waukee, IA. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.
Duties:
- Assist in tracking all new business activities.
- Coordinate/maintain team calendar and meetings.
- Create and manage new business opportunities in Data Management System.
- Assist in timely communications to Program Managers and TPA’s on sold accounts.
- Ability to utilize ICS system to pull and analyze benchmarking information.
- Organize shared drive with new business information until account is sold.
- Create information to analyze new business opportunities.
- Organize and prioritize new business submissions.
- Assist Producers with sales materials and proposals.
- Identify/develop new prospecting tools and events to help drive more sales activity.
- Collaborating with marketing to identify and formalize additional marketing pieces.
- Perform other duties and tasks as assigned.
Knowledge, Skills, and Abilities:
- Good knowledge of property casualty insurance coverages and the ability to apply that knowledge in the performance of the job duties.
- Ability to read, understand and analyze insurance coverages, forms and policies.
- Ability to maintain state-specific property casualty insurance agent’s license or obtain within three months of hire.
- Good communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, carriers, company personnel, and team members.
- Ability to travel and meet with clients to provide information/materials or to assist with employee meetings, as necessary.
- Ability to operate a computer and working knowledge of various software packages such as, Word, Excel, Power Point, Outlook, etc.
- 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.
- Willingness to attend on-site vendor trainings and meetings.
- Ability to keep current on industry trends to include legislative compliance issues.
- Ability to be available for work on a daily basis and extended hours as necessary.
- Ability to assist in other work-related duties, as necessary.
- 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. Active state-specific Property Casualty Insurance agent license, or the ability to obtain within three months of hire.
- Experience:Minimum 1 year experience working in professional business environment, collaborating with other team members.
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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