AVP, Client Service, EB

Holmes Murphy Insurance•Waukee, IA

About The Position

We are looking to add an Associate Vice President, Client Service to join our Employee Benefits team in Waukee, Iowa. 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! In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – An abundance of opportunity awaits! Our independence gives our growing and dynamic organization the freedom to create an environment where talent mobility thrives — whether that means career progression, expanding your skill set, or transferring to another Holmes Murphy office. Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our privately held structure allows us to share our collective success in ways that matter. One of the many ways is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

Requirements

High school diploma; college degree preferred
Minimum 7 years administrative, customer service, or office experience, preferably in the insurance industry [at a brokerage or provider organization]
Active state specific Life & Health Insurance agent’s license required or the ability to acquire license within three months of hire
Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs
Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance
Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively

Responsibilities

Manage all aspects of a prospect/client account including assisting with building, maintaining and growing overall relationship with new and existing clients at the executive level
Communicate more complex client strategies to partners
Develop and manage the scope of services for each client, which includes overall healthcare strategy and a financial budget
Work with sales team to determine specific scope of services and responsibilities
Review insurance in place and assess future needs of client, develop/implement growth strategies for each client, which results in increased revenue of existing client base as well as Company revenue
Initiate opportunities to round accounts, to include presenting information to client with or without assistance from the sales team
Oversee the overall new and renewal client strategy, ensuring team members complete assigned project within established timeframes
Draft and deliver client presentations and communications, specific for each client’s employee population
Provide final review of employee communications, proposals, documents and contracts; provide feedback to service team members as needed
Oversee the financial budget for each client; work with internal sales/service teams manage profitability

Benefits

Paid Parental Leave and supportive New Parent Benefits
Company paid continuing Education & Tuition Reimbursement
401k Profit Sharing
Generous time off practices in addition to paid holidays
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
DE&I programs
Consistent merit increase and promotion opportunities
Discretionary bonus opportunity

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