Client Manager, Team Lead (Target Market)

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.

How have we maintained our 90 years of independence? Because we’re bullish in the industry, we’re innovative, we offer cutting-edge services and benefits, and we care deeply about our employees, clients, and communities. That’s what being part of an employee-owned, powerhouse company can do. Our employees write our playbook, have a seat at the table in the decisions we make, and work together (not against each other) — providing an exceptional employee experience.

We are looking to add a Client Manager, Team Lead to join our Property Casualty team in Waukee,IA  Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning

Sound enticing? Interested in the potential of becoming a shareholder/owner for one of the largest independent brokerages in the nation? Check out our open Client Manager, Team Lead opportunity and apply!


Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs which may include but not limited to:

Client Service Duties:

  • Servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size.
  • 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 assesses future needs 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 concerns.
  • Instigates meetings or telephone contact with clients to proactively address issues and explores opportunities to enhance services currently provided.
  • Delivers insurance policies as requested by the account executive.
  • Assists with other projects as needed.
  • Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
  • Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved.
  • Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as, understanding client’s business needs.

Account Administration:

  • Take ownership and lead accounts.
  • Attend Insurance Carrier Meetings.
  • Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.
  • Market renewal policies and negotiate with insurance company underwriters.
  • Prepares client renewal reviews and applications, orders renewals, and ensures accurate invoicing as well as the completion of required documents.
  • Attend Client renewal meetings, as required.
  • Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include; exposure schedules, policy formats, policy endorsements, premiums, and invoicing.
  • Review quotes on accounts for accuracy and prepare proposal documents for client.
  • Assists in the quality management and file audit process.
  • Promotes the agency and the insurance industry in the community.

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 and renewal sales process to include; determines optimum markets for new and renewal accounts, prepares/deliver submissions, negotiates premiums with carriers and visits with clients, as necessary.
  • 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.
  • Obtains submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures, and desired services.
  • 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.
  • Participates in providing ongoing training with team members on established processes and procedures. Continues to be a mentor to others.

Team Duties:

  • Effectively coordinates client service responsibilities with Consultants and Client Service Specialists.
  • 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 to ensure customer needs are met.
  • Knowledge transfer and sharing through various platforms (i.e.: team meetings, emails, Salesforce Chatter, etc.).
  • Performs special projects and other duties as requested.

Management Responsibilities

  • Lead and motivate team by:
    • Maintaining best practices within the team to ensure effective use of resources.
    • Ensure right talent is in the right role for the success of the organization, which may include hiring and terminating employees.
    • Coach and counsel team members on areas such as workflow, process and procedure, customer service and client consulting.
    • Use Keep it Real performance management process to prepare and conduct performance feedback that defines future goals and objectives and hold employees accountable.
    • Fosters a high-performance culture by supporting career development and advancement for team members.
    • Responsible for timesheet management, including responding to PTO/RTO requests and approving timesheets.
    • Participate in compensation decisions for team members, as applicable.
  • Facilitate regularly scheduled meetings to foster teamwork.
  • Regularly evaluate team reports, communicate results to the team and implement necessary changes within the team.
  • Regularly evaluate and monitor the products and services that are being delivered to ensure they are being designed and delivered to the highest quality standards.
  • Continually explore possibilities for new and improved client service, present ideas to manager for consideration and implementation.
  • Attends leadership training opportunities offered internally and externally.
  • Assigns new business to team members.
  • Continually reviews current processes with staff to create and encourage an environment emphasizing continual improvement.
  • Acts as an advocate for team to other HMA departments/divisions to promote strong communication and problem solving as situations arise.
  • Maintains scheduling information resolving conflicts to ensure adequate coverage for HMA clients.
  • Encourages knowledge sharing amongst team, including issues surrounding markets, products, legislative issues, best practices, etc.
  • Coordinates initial and ongoing training with PC Learning & Development and team members on established processes and procedures.
  • Coordinates one-on-one technology training to ensure successful implementation of processes and procedures.
  • Understands quality management objectives to include file audits, policy checks and helping to improve processes based upon results. Work with team members where improvement is needed.
  • Supports and maintains standardized processes to ensure efficient and effective quality service according to established quality guidelines.
  • Manages client accounts/files with the same expertise and skill set as consultants.
  • Provides back up assistance for team members as necessary.
  • Attends team and enterprise meetings and all others as required as required in a leadership role.

Knowledge, Skills and Abilities:

  • Advanced knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
  • Ability to be proactive, be a thought leader, mentor and leader to others.
  • Knowledge and use of various carrier websites for quoting purposes.
  • 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.
  • Advanced negotiation, presentation, and critical thinking skills.
  • Maintains outstanding professional demeanor at all times.
  • Ability to interpret policy contractual provisions, understand policy forms and endorsements to ensure appropriate coverage is placed for clients.
  • Experience with computer data entry required; working familiarity with agency management system, Microsoft Excel, Outlook, PowerPoint and Word.
  • Ability to review, analyze and check experience mods.
  • High level of organizational ability; able to handle and prioritize multiple tasks.
  • Ability to work both independently and in a team environment to attain team and Agency goals.
  • Detail orientation and problem-solving ability.
  • Advanced analytical skills.
  • Ability to maintain a high level of confidentiality, relating to all duties and responsibilities such as, team member and client information.
  • Ability to follow all established agency procedures.
  • 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 pursue a technical designation and/or continuing education, as appropriate.
  • Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.


  • Education: High school diploma; 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: Minimum 5+ years customer service, underwriting or risk management experience in the insurance industry. Demonstrated leadership experience preferred.

If you’re ready for a new and exciting opportunity to work for an amazing company and you think you have what it takes to be a Client Manager, Team Lead – PC for Holmes Murphy, apply today!

Holmes Murphy is an Equal Opportunity Employer.