- Partners with appropriate internal team members and/or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals.
- Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle's. From executive leadership to multi-generational planning
- Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents.
- Prepare quotes through online platforms, develop proposal documents, and present to prospective clients.
- 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.
- Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth.
- Promotes the agency and the insurance industry in the community.
- Ability to communicate interpersonally with depth around detailed and complex coverages
- Strong communications and interpersonal skills.
- Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent.
- Knowledge and ability for ongoing learning of a variety of private exposures and risks.
- Ability to learn and utilize advance technology, such as Salesforce, associated with job functions.
- Ability to read, understand and analyze coverages, forms and policies.
- Ability to provide own transportation and ability to travel up to 15%.
- Ability to learn the proprietary sales and service platform.
- Education: College degree preferred.
- Experience: Experience in the private client space preferred either with carrier or agency.
- Active state specific insurance agent license, or ability to acquire a license within three months.
- 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?
-
Renewables Land Use and Zoning Attorney
3 weeks ago
ThinkBAC Consulting Minneapolis, United StatesRenewables Zoning and Land Use Attorney (Senior to Manager level) - Energy Storage · Locations: FULLY REMOTE (Anywhere in the USA) · This an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the development and ...
-
Renewables Land Use and Zoning Attorney
3 weeks ago
ThinkBAC Consulting Minneapolis, United StatesRenewables Zoning and Land Use Attorney (Senior Manager to Manager level) - Energy Storage · Locations: FULLY REMOTE (Anywhere in the USA) · This an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the developm ...
-
Safety & Occupational Health Manager (Safety
3 weeks ago
US Justice, Bureau of Prisons/Federal Prison System Mendota, United States**Duties**: · Manages a program requiring a dynamic administrative approach to continual changes in regulations and executive orders and to newly mandated ones. · In addition to occupational safety and fire protection, develops and implements programs for hazardous waste and emer ...
-
Peoplesoft Solution Architect
4 days ago
Performix Saint Paul, United States· Client is seeking one resource to perform PeopleSoft Cloud Solution Architect/Technical Lead duties for a migration of PeopleSoft ERP systems and supporting systems to Oracle Cloud Infrastructure (OCI). · Client's department is undertaking a project to migrate all Statewide Pe ...
-
Senior Counsel Dir
1 week ago
Thrivent Financial Minneapolis, United StatesProvide a range of legal expertise as part of the investments legal team, which works with business groups that focus primarily on Private Equity, Real Estate Equity, Private Debt, Private High Yield Credit, venture capital, acquisitions, securitization, derivatives, and other tr ...
-
Senior Counsel Dir
1 week ago
Thrivent Financial for Lutherans Minneapolis, United StatesProvide a range of legal expertise as part of the investments legal team, which works with business groups that focus primarily on Private Equity, Real Estate Equity, Private Debt, Private High Yield Credit, venture capital, acquisitions, securitization, derivatives, and other tr ...
-
Lead Compliance Officer
1 week ago
Wells Fargo Minneapolis, United StatesAbout this role: · Wells Fargo is seeking a Lead Compliance Officer in Corporate Risk as part of Wealth & Investment Management (WIM) Compliance. Learn more about the career areas and business divisions at This Lead Compliance Officer will provide compliance leadership and guida ...
-
The Curare Group Minneapolis, United StatesNurse Practitioner or Physician Assistant with a Pediatric focus is needed in a large Minnesota community only one hour to Minneapolis. This hospital has a Neonatal Intensive Care Unit (NICU) looking for an experienced Neonatal Advanced Practitioner to join a Level 3 NICU. You wi ...
-
Paralegal
3 weeks ago
Thrivent Financial Minneapolis, United StatesPartners directly with business and legal partners in the Investments division (primarily focusing on Private Equity, Real Estate Private Equity, and other types of transactional work) to recognize, analyze, and evaluate complex legal issues and risks, and develop related solutio ...
-
High Net Worth Branch Manager
3 weeks ago
Wells Fargo Minneapolis, United States**High Net Worth Branch Manager** · Location: Minneapolis, Minnesota **Job ID** R **Summary Job Description:** · **About this role:** · At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates wh ...
-
Senior Compliance Officer
3 weeks ago
Royal Bank of Canada Minneapolis, United StatesJob Summary · Job Description · What is the Opportunity? · The purpose of the Senior Compliance Officer is primarily to work on various compliance and regulatory matters within the Private Client Group for the wealth management business, advising and overseeing business colleague ...
-
Allina Health Minneapolis, United StatesNumber of Job Openings Available: · 1 · Date Posted: · April 16, 2024 · Department: · MRC Mental Health Social Work · Shift: · Day (United States of America) · Shift Length: · 8 hour shift · Hours Per Week: · 40 · Union Contract: · Non-Union · Weekend Rotation: · ...
-
Wells Fargo Minneapolis, United States**Senior Compliance Specialist for Personal Lending and Retail Services (PLRS)** · Location: Minneapolis, Minnesota **Job ID** R At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace ...
-
Specialty Finance Quantitative
6 days ago
SkyWater Search Partners Minneapolis, United StatesSkyWater is partnering with an established, but growing, global private investment firm to add a highly experienced Specialty Finance Quantitative and Risk Managment Analyst to their team. Thisperson will play a key role in assessing and monitoring performance for the existing po ...
-
Registered Nurse
6 days ago
Intrepid USA Minneapolis, United States Full timeIntrepid USA - Our vision makes a difference: · We are a top 10 national home healthcare company with an overall 50 year history of excellence driving our future vision forward. We are putting a dent in the homecare universe through our commitment to providing affordable, person ...
-
Allina Health Systems Minneapolis, United StatesNumber of Job Openings Available: · 1 · Date Posted: · April 17, 2024 · Department: · ANW Mental Health Social Work · Shift: · Day (United States of America) · Shift Length: · 8 hour shift · Hours Per Week: · 40 · Union Contract: · Non-Union · Weekend Rotation: · None · Job Summa ...
-
M&A Tax Attorney
2 weeks ago
Diedre Moire Corp. Minneapolis, United StatesM&A Tax Attorney - Mergers and Acquisitions - Minneaplois, MN · M&A Attorney Mergers and Acquisition Risk Management Insurance Underwriting Lawyer Counsel Financing Intellectual Property IP and Brand Licensing Business Liquidations Financial Reorganizations Divestitures Equity Fu ...
-
Client Service Associate
2 weeks ago
Insight Global Minneapolis, United StatesInsight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in charge of taking ca ...
-
CFA Senior Analyst
3 weeks ago
Fricke Recruiting Minneapolis, United StatesFricke Recruiting Services - New CFA Candidate · We Recruit CFAs - Need to hire an Exceptional CFA · CFA Investment Analyst & Accountant Candidate · Seeking Titles: Analyst, Associate, Investment accountant, accounting manager, controller, wealth management advisor, investment a ...
-
Psychiatric Associate
1 week ago
Fairview Health Services Minneapolis, United StatesOverview · Looking to work in role that will make a difference in the community? · MHealth Fairview Health Services is looking for a Psychiatric Associate to join our outstanding Adult Inpatient Mental Health unit Unit 20 also has a mix of many challenging patients including thos ...
Client Executive, Private Risk - Minneapolis, United States - Holmes Murphy & Associates
Description
At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don't believe in a "one size fits all" approach, so we handcraft custom solutions based on our client's private risks and exposures. If that intrigues you, consider joining our team as Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA.
Here is just a bit of what you would do as a Client Executive on our Private Risk Team:
Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development.
Holmes Murphy & Associates is an Equal Opportunity Employer.
#LI-JK1
Client Executive, Private Risk professionals in Minneapolis
-
Ashley Ortizcazarin
Marketing Strategist | Portrait Photographer
-
Ninad Khade
Manufacturing Engineer
-
Kelly Beaupre
Client relationship manager
-
James Ron
James Ron, Ph.D., is a senior research manager living in Minneapolis, Minnesota. James is the co-fou ...
-
Ryan Farrell
Treasury Management
-
Jesse Miller
Hard Worker