Holmes Murphy · 1 day ago
Captive Associate
Waukee
Full-time
Onsite
New Grad, Entry LevelHolmes Murphy is a collaborative, growth-focused team that partners with organizations to design and manage captive insurance solutions. They are seeking a motivated Captive Associate to support sales and business development efforts, gaining hands-on exposure to pipeline management and client-facing presentations while assisting in managing opportunities and strengthening agency relationships.
Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Proactively generate lists for sales teams related to missed or prior opportunities
Monitor and follow up on open Salesforce opportunities weekly, coordinating updates with Business Development
Learn and observe Captive 101 webinars, draft follow-up communications, and begin presenting content once prepared
Participate in internal and external proforma review presentations, including creating and maintaining presentation materials
Create, manage, and maintain Salesforce contacts and opportunity data
Draft agency outreach and follow-up emails for sales teams
Support agency relationship management, including building agency meeting materials and presentations
Qualification
Required
High school diploma required; college degree preferred
Active state-specific Life & Health insurance license, or ability to obtain within three months of hire
Preferred
Previous work or internship experience preferred, ideally within insurance, brokerage, or a related provider organization
Benefits
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?!
Company
Holmes Murphy
Holmes Murphy provides property casualty insurance, employee benefits, captive insurance, risk management, and loss control.
Founded in 1932
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$11.33M2019-06-03Series Unknown· $11.33M
Leadership Team
Clint Gemmill
Vice President, Complex Risk Practice Leader
Paul Crowley
VP Sales Leader, Employee Benefits
Recent News
2026-01-15
CITYVIEW
2025-11-05
Company data provided by crunchbase