Sales Administrative Assistant, ICS

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.

We are looking to add a Sales Administrative Assistant to join our Innovative Captive Strategies team in Waukee, IA. The Sales Assistant supports the Sales Leader and team by coordinating sales activities and acting as an internal resource, contributing to company sales goals. This role requires strong organizational, administrative, and communication skills, along with problem-solving and high customer service standards. Key duties include administrative support, coordinating sales meetings, and participating in sales projects, making the Sales Assistant essential to the team's success.

 

Essential Responsibilities:

• Provide administrative support to sales team.
• Communicate and cooperate with all levels of employees and external contacts in a way that represents the company in a positive and professional manner.
• Perform administrative duties which could include: scheduling and maintaining calendars, coordinating travel arrangements, organizing and coordinating meetings, preparing agendas, etc.
• Coordinate sales team meetings.
• Proactively identify opportunities, resources, or process improvement ideas to add value for sales team to drive greater business results.
• Assists Marketing with project management and coordination of marketing, collateral and communication campaigns.
• Assists with communications and assisting with the preparation of presentation materials, etc.
• Collect, maintain and distribute meeting minutes from department meetings as needed to support ongoing initiatives and execution.
• Manage department credit card coding and provide proof of purchase to Accounting in line with Holmes Murphy expense policy.

 

Additional Responsibilities:

• Manage expense reporting for the department leaders, as needed.
• Employ Holmes Murphy & Associates Policies and Procedures to all job-related responsibilities.
• Performs special projects and other duties as requested.

 

Knowledge, Skills and Abilities:

• Knowledge of Salesforce preferred.
• Ability to perform role independently with minimal guidance.
• Must demonstrate the ability to work cross-functionally and with leaders/employees at all levels of the organization.
• Ability to multitask and maintain confidentiality.
• Ability to identify and correct errors, demonstrating strong problem-solving skills.
• Must demonstrate a proactive and motivated mindset.
• Must have excellent computer skills and a high proficiency in computer programs such as: Excel, Word, PowerPoint, Nitro, Outlook.
• Ability and willingness to pursue relevant designations and/or continuing education, as appropriate.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

 

Qualifications:

• Education: High school diploma; college degree preferred.
• Experience: 2-4 years administrative, customer service, or office experience, preferably in the insurance industry.

 

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• 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