2 account manager jobs found in Waukee, IA

Job Description: We are looking to add a Client Service Specialist to join our Property Casualty team in Waukee, IA . 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! Essential Responsibilities: Prepares certificates, binders, and auto ID cards. Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits. Ensure accuracy of invoicing and work with accounting to resolve any discrepancies. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Gather quotes from online platforms Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients Qualifications:...

Job Description: We are looking to add a Client Service Consultant to join our Employee Benefits team in Waukee, IA . 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! Essential Responsibilities: Manage client accounts and support internal service team and external partners. Interact with client contacts and vendors independently. Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluate of the client’s current benefits and provide future recommendations to the client. Draft complex Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, negotiate with vendors as needed and summarize and analyze...