7 associate relationship manager jobs found in Waukee, IA

Job Description: We are looking to add a Sr. Claims Specialist to join our Property Casualty team in Waukee, Iowa . 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: Independently perform the daily tasks required to efficiently manage daily claims needs which may include but are not limited to: Demonstrate exceptional customer service and operate as an effective partner with clients. Consult, educate and assist clients with claims related functions and services including: Assist clients in reporting claims. Assist the client in properly understanding coverage. Educate the client of the claim process for various losses. Serve as a good faith client advocate for the client’s insurance interests. Review open losses to ensure proper handling and reserving. Provide and/or oversee accurate and timely loss information...

Job Description: Innovative Captive Strategies (ICS) partners with organizations to design and manage captive insurance solutions that drive smarter risk financing decisions. We are a collaborative, growth‑focused team that values trust, learning, and strong relationships—both internally and with our partners. ICS is seeking a motivated Captive Associate to play a key role in supporting our sales and business development efforts. This role is ideal for someone eager to build a career in insurance, captive solutions, and consultative sales support. You’ll gain hands-on exposure to pipeline management, Salesforce, proforma analysis, and client-facing presentations while learning directly from experienced sales professionals. In this role, you’ll support sales and business development teams by helping manage opportunities, strengthening agency relationships, and ensuring accurate, actionable data. Key Responsibilities Proactively generate lists for sales teams related...

Job Description: We are looking to add a Client Service Consultant 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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves...

Job Description: Innovative Captive Strategies (ICS) partners with organizations to design and manage captive insurance solutions that drive smarter risk financing decisions. We are a collaborative, growth‑focused team that values trust, learning, and strong relationships—both internally and with our partners. ICS is seeking a motivated Captive Associate to play a key role in supporting our sales and business development efforts. This role is ideal for someone eager to build a career in insurance, captive solutions, and consultative sales support. You’ll gain hands-on exposure to pipeline management, Salesforce, proforma analysis, and client-facing presentations while learning directly from experienced sales professionals. In this role, you’ll support sales and business development teams by helping manage opportunities, strengthening agency relationships, and ensuring accurate, actionable data. Key Responsibilities Proactively generate lists for sales teams related...

Job Description: Interested in a career with Holmes Murphy but don’t know where to start? Start here! Here’s a little bit about us: In addition to being great at what you do, we place a high emphasis on building a best-in-class culture.  We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.  Our Core Competencies Trust: Build trust through honest and caring actions and consistently do the right thing. Communication: Seek understanding to convey messages and information to others in a caring and constructive manner. Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience....

Job Description: Innovative Captive Strategies is redefining what’s possible in the captive insurance space—and we’re looking for an experienced Financial Analyst who’s ready to grow with us. If you’re energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact. As a Financial Analyst on our Captive Finance team, you’ll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You’ll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members. Core Responsibilities Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards. Prepare captive financial statements,...

Job Description: Innovative Captive Strategies is redefining what’s possible in the captive insurance space—and we’re looking for an experienced Financial Analyst who’s ready to grow with us. If you’re energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact. As a Financial Analyst on our Captive Finance team, you’ll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You’ll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members. Core Responsibilities Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards. Prepare captive financial statements,...