Now Hiring - Holmes Murphy & Associates - Insurance Account Manager, Fraternal Services in Omaha, NE

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 an Account Manager, Fraternal Services to join our Property & Casualty team in Omaha, NE. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role will support the sales and service team in their evaluation of the needs and risks of existing clients while providing professional and timely customer service. Account Managers are required to learn the responsibilities and have the necessary knowledge to perform the following duties independently:

Here’s just a bit of what you’d do:

• 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 procedures 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 application, as needed.
• Prepares client renewal review documents to include copies of the PSR, applications, experience mod worksheet, loss runs and summary, schedules, and any 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, premium and the 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.
• Interact with personnel throughout the agency as well as customers and insurance company representatives, taking direction from the service team.
• Orders loss runs and prepares loss summaries.
• Performs special projects and other duties as requested.

You’d also need to be equipped with the knowledge, skills, and abilities to do the job, including, but not limited to:

• General knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
• Experience with computer data entry required; working familiarity with Excel and Word.
• Ability to learn and use carrier websites, and other and other programs as required for the position.
• 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 acquire and maintain within three months of hire an active state specific Property/Casualty insurance agent’s license.
• Ability and willingness to pursue a technical designation/education: CISR (recommended).
• Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

And let’s not forget the qualifications for the position:

• Education: High school diploma or GED. College Degree Preferred. Active state specific Property/Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
• Experience: 2+ years’ administrative/clerical experience preferably in the insurance industry.

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.
• Flexible work arrangements and schedules — We truly want to know what works for you as we look to support your unique and full potential.
• 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.