Thursday, May 16, 2013

Senior Commercial Lines Account Executive, Real Estate - Detroit, MI


Our client has built a successful real estate and property management practice within its commercial risk management operations.  The set up closely aligns producers and support staff with each person being similarly involved in client management but in some ways having drastically segmented responsibilities. This position, Senior Commercial Account Executive, is the person most involved in strategic program design and client consultation aside from the producer.  It is a very visible role with clients particularly during due diligence and presentations.  It is also the key internal role as to how the agency is competitive and forward thinking with large property accounts such as workflow and delegation to the account management team flows from this role as does all the high level marketing and underwriting negotiations.  This role requires a highly technical individual with property management and real estate insurance experience.  It’s a great role for an underwriter to move into a team based sales model on the retail side if they are interested in doing something other than working for an insurance company .
Senior Commercial Lines Account Executive, Real Estate Responsibilities
  • Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
  • Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
  • Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
  • Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
  • Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
  • Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.
Senior Commercial Lines Account Executive, Real Estate Requirements

Commercial Lines Account Manager - Omaha, NE


Our client is a large independent insurance agency with a unique opportunity in client service.  This role is a part of the agency’s small business, aka select business, department where lower revenue accounts are able to be sold and serviced within one unit are handled. It takes a special individual to work in an position that is typically faster paced, higher volume and requires a person to organize every aspect of the account from quoting a prospect to changing renewal coverage.  Another element of this role is the inside sales component.  Producers from the larger commercial team will hand you small accounts referrals.  You must be able to consult with the prospects on their exposures and coverage needs and discuss pricing options so they purchase the policy.

Commercial Lines Account Manager Responsibilities
  • Cultivate and qualify referrals, meet prospective clients, complete marketing and present proposals.
  • Market and place all new business and renewals in a timely and proactive manner.
  • Consult with clients throughout the year on policy changes; take action on necessary updates including endorsements, cancellations, new in-force coverages, billing and claims.
  • Develop relationships with agency’s staff and work closely with other sales and service teams to maximize opportunities to cross selling, upselling and referrals.

Commercial Lines Account Manager Requirements
  • College degree is preferred; high school diploma is required.  Commensurate experience, continuing education or a professional designation will be considered in lieu of a college degree.
  • At least three (3) years of property and casualty insurance experience in a customer service role.  This is a terrific opportunity for career progression if you’re currently working as a CSR with a smaller independent agency or as an account manager looking for a way to be more involved in the sales process without becoming a producer or the marketing process without eliminating client contact.  This is also an opportunity for individuals without agency experience to transition from the carrier to retail side however its extremely important without an agency background that you have multi-line coverage experience with property, general liability, commercial auto and even some professional lines policies that make up BOPs.

Commercial Insurance Producer - Columbus, OH


Our client has been in the risk management business for over fifty years. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They are an agency defined by its vision to be a forward thinking agency.  As such they seek an experienced property and casualty producer to be a part of that growth strategy in central and southern Ohio. This position will immediately impact the agency through new business production. You’ll put yourself in a position through individual contribution to provide strategic direction to other business development and marketing initiatives.
Commercial Insurance Producer Responsibilities:
  • Establish a three year business development plan targeting accounts within your personal network along with capitalizing on cross selling opportunities with the agency’s commercial lines team.
  • Identify target markets outside of the greater Columbus and Cincinnati areas to expand the agency’s sales footprint; this can include other in-state markets or regional opportunities with mid-sized, risk management business.
  • Explore leadership opportunities either through staff mentoring, agency branding through community involvement or program design with the home office.

Commercial Insurance Producer Qualifications:
  • At least five (5) years of experience developing your career as a commercial producer for a regional agency or national brokerage.
  • Retail agency sales experience is critical; must understand the agency’s sales cycle, how to validate and be motivated to build a sustainable client base.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Human Resources Consultant, Cincinnati, OH


Our client has an established Human Resources Consulting practice that is growing because so many businesses utilize their services for project management, compliance and strategic employee development. This role, Human Resources Consultant, is an addition to the current team and will serve a diverse group of the firm’s client base including some without sophisticated internal departments that turn to the firm to serve in this capacity.
Human Resources Consultant Responsibilities
  • Work closely with insureds to provide answers to Human Resources inquiries related to providing sample materials, information on employment liability issues and advising on best practices.
  • Handle consulting assignments or special projects for clients. This can involve compliance audits, creation of employee handbooks, compensation analysis and development, employment practices investigations and employee relations initiatives.
  • Work closely with the agency’s producers and client managers to communicate updates on clients and facilitate information sharing on potential revenue opportunities.
  • Help the agency’s internal Human Resources team with team building and morale initiatives, training workshops and recruiting projects.
Human Resources Consultant Requirements
  • Bachelor’s degree plus PHR or SPHR designation is required.
  • A minimum of five (5) years in Human Resources experience; prior sales and consulting experience is helpful. Most importantly is senior level experience involving issues of program development, project management and consulting.
  • Broad knowledge of Human Resources functions and processes including EEOC, compliance, compensation, benefits and employee relations.
  For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Employee Benefits Consultant, Account Executive - Minneapolis, MN


Our client is a progressive insurance brokerage deeply rooted in its group benefits consulting platform. The firm has developed a very successful sales process in Minneapolis that attracts large corporate benefits accounts that starts with a few hundred employees to several thousand.  This position, Benefits Consultant, Account Executive, will be a major technical component of the agency’s client service team. It works directly alongside the producers as the quarterback for several points of the sales process that involve marketing and implementation.   A person assuming this role must be an experienced handler of sophisticated group medical plans working directly with the insured.

Benefits Consultant, Account Executive Responsibilities
  • Assigned a book of sophisticated, self-funded clients, you’ll handle a lot of the strategic plan design, marketing, negotiations and stewardship involved with client management.
  • Account analysis: You’ll be intimately familiar with cost trends, projections and drivers; opportunities to match services and plans to a client’s portfolio; reports on market changes and renewal strategies.
  • Accountable for the growth of the assigned book of business: acquisition of new business on existing accounts; customer satisfaction that leads to a high retention rate; develop and execute the bid/RFP/renewal plan.

Benefits Consultant, Account Executive Requirements
  • Bachelor’s degree is highly preferred however equivalent work experience that shows progressive movement in duties and responsibilities will be considered.
  • At least five (5) years of group employee benefits insurance industry experience.  Always centered around the client service and account management process, this experience can come from working exclusively at a major group medical insurance carrier in underwriting or middle market account support.  The agency is also open to individuals with prior sales experience.  A producer who has always been very consultative and involved in the details of marketing, negotiations and plan design would do well taking on this lead role where personal new business origination isn’t required.
  • State life and health license is required.
  • Strong financial and analytical background; in one moment be able to quantify and interpret group medical and ancillary claims data and in the next be the lead point of contact for insureds resolving policy issues and handling renewal cases.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Senior Vice President, Employee Benefits Practice Leader - Midwest



This is a senior level executive position in the Midwest with a reputable insurance brokerage. The firm seeks an experienced professional with practice leader qualifications to oversee the non-sales operations of its employee benefits division. This is a challenging role that requires an innovative, forward thinking business professional who first and foremost has deep health and welfare insurance knowledge. You're viewed by the client service as the expert on self-funded group medical plans, marketing and client management. A highly desired candidate draws on their previous experience as a lead consultant or Account Executive in their past experience. 

Additional skills necessary for this role is involvement in project management, operations and business development (though not as a producer).
A major component of this role is business leadership. Its critical a qualified individual have demonstrated success building cohesive teams, developing internal processes and procedures and training and developing talent. Through your success you can confidently recommend improvements, make changes you know are necessary and take action on items that improve the company's ability to service its clients. Team building and morale are critical goals of this role. This will come through appropriate communication between the sales and service team and clear definition in current and future roles available to the account managers and account executives. Finally, in these initiatives you're able to spearhead the agency's goal of upgrading its client deliverables.  



 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Senior Commercial Lines Account Executive - Chicago, IL


With a strong reputation for client service and program innovation our client has a unique opportunity in its commercial insurance practice. The agency's sales platform is non-traditional, and this position concentrates on complex, upper tier risk management accounts. As the Senior Commercial Lines Account Executive you're dedicated to strategic plan design, management of C-suite client relationships and team leadership. Most importantly you will handle a significant portion of the marketing placement. You're responsible for setting the standard for client service excellence in the agency's property and casualty unit.

Senior Commercial Lines Account Executive Responsibilities
  • Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
  • Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
  • Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
  • Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
  • Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
  • Create teamwork and embrace new forms of technology as a critical component of the company's ongoing success and efficiency in a competitive Chicago brokerage environment.


Senior Commercial Lines Account Executive Requirements
  • Bachelor's degree is required.
  • At least ten years of risk management consulting and client management on large, complex risk management accounts within a consulting firm or large insurance brokerage.
  • Background must be heavily weighted in marketing and placement; program design, company negotiations and balancing new and renewal solutions has been a major component of running your book of business.
  • Exhibit leadership skills akin to mentoring and training staff, running point on new accounts, handling escalated account issues and resolving disputes with insurers.
  • State insurance license.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Tuesday, May 7, 2013

Associate Recruiter - Des Moines, IA


Capstone Search Group is a national recruiting firm that focuses exclusively in the insurance industry.  Capstone is different from other staffing firms due to the specific niche industry it serves but also because its production model is built on team based sales.  This position, Associate Recruiter, is newly created because the company is experiencing terrific growth and the need from our clients for talented employee prospects is growing.  In this role you’ll be heavily focused on a core portion of the recruiting process which is candidate research and solicitation.
Associate Recruiter Responsibilities
  • You will be charged with developing and executing a recruiting plan based in new candidate solicitation; these will mostly be experienced insurance professionals in sales, management and client service positions.
  • You will be charged with sourcing and consulting with candidates about career transitions as well as helping them through stages of the interviewing process.
  • Monitor the success of your recruiting plan, making adjustments and reacting quickly to urgent projects that require priority attention.
  • Seek out opportunities to expand the company’s area of expertise geographically or within specific insurance niches; develop markets currently underserved but with terrific production opportunities
  • Support the team’s endeavors in overall company branding which includes promotion of projects and capabilities through social media outlets and insurance specific associations.

Associate Recruiter Requirements
  • Bachelor’s degree is strongly preferred; insurance experience is highly desired but not required.
  • At least 1-2 years of sales experience where you’re directly responsible for cold calling, business-to-business sales or marketing.
  • Must offer experience working in a team sales or service business environment.
  • Excellent oral and written communication; ability to develop relationships over the phone in a consultative manner; demonstrated history of using social media as a platform for sales branding.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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Friday, May 3, 2013

Medical Malpractice Sales Producer - Statewide Texas


Our client is a medical malpractice insurer in the process of expanding its sales force in Georgia and Florida. With established success in markets like Tampa, Jacksonville and Atlanta, these positions will translate the company’s sales platform into new areas that have similar growth opportunities.  In these two markets, Atlanta and Tallahassee, you’ll be responsible for serving as an insurance agent who works directly with physicians on securing competitive medical malpractice insurance and effectively manage risk exposures.
Medical Malpractice Insurance Producer Responsibilities
  • Execute a sales and marketing strategy in your designated territory; you are responsible for making cold calls to prospective clients (which are physicians) and once the account becomes a client you will also provide ongoing consultation and service as their agent and primary point of contact.
  • Responsible for building sales presentations, preparing proposals and facilitating the onboarding process with the internal service team of account managers.
  • Represent the company at industry events and trade associations; develop expertise in medical malpractice regulations and trends; work closely with third party vendors particularly in securing endorsements and identifying cross selling opportunities.
Medical Malpractice Insurance Producer Requirements
  • Bachelor’s degree is highly preferred; commensurate experience will be considered.
  • Approximately 2-5 years of property and casualty insurance experience in one of the following disciplines:
    1.  Either as an independent commercial lines producer seeking a specialization like medical malpractice, or
    2.  As a current medical malpractice specialist working in production or account management for an agency or wholesale broker.
  • Can work under minimal sales supervision.
  • Some overnight travel is required.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

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