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Holmes Murphy Tech Stack

Independent insurance brokerage for property-casualty, benefits, and risk management

Insurance Waukee, Iowa 501–1,000 employees Privately Held

Holmes Murphy is a 500+ person independent insurance brokerage built on Salesforce + Workday + Azure Data Factory, with dbt + Alteryx powering analytics and modeling. The hiring mix is operations-heavy (21 roles) with steady demand in support and finance, reflecting the manual, client-facing nature of benefits administration and captive insurance management — areas where the company is actively optimizing performance and scaling delivery. Leadership is pursuing growth in captive insurance programs and health-and-welfare benefits, where financial modeling and claims management complexity drive their operational footprint.

Tech Stack 17 technologies

Core StackAzure Data Factory dbt Salesforce Apex Workday Excel PowerPoint Outlook Word Alteryx Fabric SQL Microsoft Office Visualforce Lightning Web Components

What Holmes Murphy Is Building

Challenges

  • Optimizing captive performance
  • Managing complex captive insurance programs
  • Managing litigated claims
  • Ensuring timely responses
  • Corporate risk mitigation
  • Ensuring bond compliance
  • Fraud identification
  • Client retention and satisfaction
  • Technology platform optimization
  • Addressing risk trends

Active Projects

  • Financial/clinical modeling for client accounts
  • Enterprise and leadership training
  • Implementation of new health and welfare benefit plans
  • New client service deliverables
  • Captive design optimization
  • Risk control workshops
  • Captive growth strategy development
  • Captive insurance program management
  • Benefit plan development in selerix
  • Financial/reporting h&w benefits projects

Hiring Activity

Steady100 roles · 35 in 30d

Department

Ops
21
Support
20
Finance
13
Sales
13
HR
9
Engineering
6
Insurance
6
Risk
6

Seniority

Mid
45
Senior
42
Junior
9
Intern
5
Director
4

Notable leadership hires: Compliance Director

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About Holmes Murphy

Holmes Murphy is an independent property-casualty and benefits brokerage headquartered in Waukee, Iowa, serving clients across industries in risk management, employee benefits consulting, and insurance placement. The company operates as a privately held firm since 1932. Core service lines include captive insurance program design and management, health-and-welfare benefits implementation, and risk control workshops. The tech stack reflects a hybrid operational model: Salesforce for client relationship management, Workday for HR and payroll, Azure Data Factory and dbt for financial and claims modeling, and Alteryx for analytics. Active projects center on captive growth strategy, benefit plan development, and enterprise training — suggesting expansion of their advisory and managed-services footprint.

HeadquartersWaukee, Iowa
Company Size501–1,000 employees
Hiring MarketsUnited States

Frequently Asked Questions

What is Holmes Murphy's tech stack?

Excel, PowerPoint, Word, Outlook, Salesforce, Workday, Azure Data Factory, Alteryx, dbt, and SQL. These tools support client account modeling, financial reporting, benefits administration, and CRM operations.

Where is Holmes Murphy headquartered?

Waukee, Iowa. The company operates as a privately held independent brokerage with 501–1,000 employees across the United States.

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