Thursday, May 29, 2014

Employee Benefits Account Executive - Indianapolis, IN

Our client is a leading independent agency in the Midwest that has an immediate need in their office in Indianapolis for an Account Executive in their Employee Benefits division. The ideal candidate will have similar experience working in a client service/producer support role for another large retail insurance agency.



Employee Benefits Account Executive Responsibilities

Develop implementation plans with clients to include coordinating and conducting enrollment meetings and training of client's benefit personnel.

Review agreements and/or documents for accuracy.

Meet at least quarterly with clients to review large claims, monthly claims experience, and conduct on-site claims visits.

Develop financial projections for clients using actuarial modeling and deliver reports with commentary.

Supervise and interview potential candidates for team employment.

Employee Benefits Account Executive Requirements

7-10 years of applicable experience in a brokerage/retail agency environment.

IN Life/Health license required.

Experience with self-funded medical plans and an agency management system preferred.


Additional designations such as RHU, REBC, and CEBS preferred.


Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Commercial Lines Claims Manager - Madison, WI

Insurance agencies rely heavily on the counsel and expertise of risk management experts to demonstrate to clients the firm's capabilities as a valuable business partner.  This position, Claims Manager, is far beyond the typical paper pushing role that many agencies relegate their claims processing to.  It’s a leadership role that will oversee all of the agency's claims processes, deliverables and advocacy with active participation directly with clients.  It requires a very knowledgeable workers compensation claims professional who also possesses an understanding of other property and casualty claims to serve as the residence agency expert.  This role is also unique in that all the procedures and consulting methods put into practice in the claims team will interrelate with the internal loss control division.  This will help the agency create consistency within its resource practice group and also see both divisions grow over time through singular leadership.

Claims Manager Responsibilities
Work with internal and external parties as well as directly with the clients during the claims process. Direct and manage claims staff on appropriate reporting and follow up procedures with insurance companies, adjusters and other third parties involved.  Stay active in following complex open cases through conclusion including investigating and negotiating for timely settlements.  To the best of your ability with a favorable outcome for the agency's client.
Showcase the services of the agency's claims and loss control terms by  making presentations to current and prospective clients as a part of the sales process.  Create a proactive system of identifying and addressing business operations with insureds that create hazardous, frequent and severe risk management situations.  Make sure your team has accountability for client retention by constantly engaging with clients personally or by sending out claims and loss control specialists on your behalf.
Develop shared goals for the claims and loss control departments. Manage budgets, prepare reports for the executives to review and make recommendations of staffing needs.
Develop a claims review process with the account management and sales teams to communicate with clients throughout the year on claims handling.  Visit with clients in a consultative way about appropriate procedures and review loss run activity.
Maintain a professional relationship with underwriters, adjusters and risk management professionals to settle claims but also provide advocacy and handle negotiations as needed.  Issue drafts and other correspondence with clients related to coverage findings and settlements. 
Claims Manager Requirements:
At least 7-10 years of property and casualty claims experience.  Though a broad property and casualty background is beneficial the large majority of the agency's claims deal with workers compensation policies.  Therefore you must be very knowledgeable and experienced in work comp claims. 
Excellent communication skills. Able to write and present on claims findings to the management team and directly in front of clients.  Up to date on insurance industry trends particularly with workers compensation claims and risk management issues. 
Prior management experience is required. Proficient in leading a high performing team with oversight for workflows, policies and procedures, training and development of claims staff; able to manage goal setting expectations with your team.

The agency requires all of its employees involved in consulting with clients to hold a Wisconsin property and casualty license. Must be able to secure this within three months of employment. 

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Director of Client Services - Boston, MA

The Director of Client Services is responsible for creating and supporting a sales driven culture within this Boston insurance agency's personal and small commercial service units.  In doing so you'll ensure the use of best practices standards regarding the placement of new clients, retention of existing clients and management of the agency's overall service platform including claims.  You'll report to the president of the agency for a cohesive approach to deliverables that are in line with the agency's overall objectives.  This is a newly created position that completes the trifecta of leadership within the company.  The firm has been built a platform of catering to affluent clientele, so a large portion of the technical aspects of this role will focus in high net worth personal lines and specialty commercial business interests.

Director of Client Services Responsibilities
Work closely with the vice president of sales to continually evaluate the sales and review process and to train and support account managers. 
Supervise account managers, quality control specialists and additional technical staff hires.  Handle recruiting, hiring, training, mentorship and performance reviews for those employees.  Set continuing education expectations, define roles and establish workflows.  Standardize policies, procedures and the utilization of technology in those processes.
Carrier relationship management is hugely important.  Implement and maintain productive relationships with underwriters; address account specific problems and work on agency wide programs with those contacts. Meet volume goals by providing palcement guidance to client managers and producers.
Serve as an extension of the agency at industry and trade events; attend training and seminars led by insurance company partners on new programs, rating systems and procedures that are important to your team's service protocols.
Create and manage the cross-selling program internally between the personal lines and commercial lines divisions.
Director of Client Services Requirements:
At least 7-10 yeas of career experience working in insurance with proven abilities to facilitate culture, teamwork and best practices within a service unit. 
Product experience can be a blend of personal lines and commercial property and casualty but should be equally if not more heavily weighted to high net worth personal lines.  Familiarity with several of the major private client personal lines insurance companies with the ability to learn the appetites, underwriting guidelines and workflows of those carriers as well as several middle market personal lines and commercial lines writers.

Energetic, proactive, organized, sales-focused and a strong communicator.  Able to tackle projects related to staff development. Possess good leadership skills and have a strong coaching mentality.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Wednesday, May 28, 2014

Senior Benefits Consultant and Regional Leader - Dallas, TX

The combination of perks within this role, Vice President, Team Leader and Strategic Benefits Consultant, is very rare to find in an available position at this level. What makes this role so compelling is the starting point you'll come in at.  You will join this firm as the senior practice leader and be directly responsible for the retention, consulting and maturation of a $3MM-$4MM book of business.  This practice is anchored by large, Fortune 100 accounts that will look to you and your team for guidance on strategy, governance, plan design and advocacy on complex group life and health plans. 
Is this a sales role?  It can be particularly if your strengths are in business development however the fact that the current practice is so large is enough for the firm to recognize a true consultant and managing leader is just as valuable to retention and growth as someone who can originate new business.  The key to successfully taking on this challenge is being experienced, very aware of the self-insured challenges of big corporations and having the emotional intelligence to navigate the waters of retaining and servicing key legacy accounts.




Vice President, Senior Benefits Consultant and Regional Leader Responsibilities:

Serve as the primary point of contact for all of the existing accounts in this practice. As the leader, you'll create and present on solutions and valuable resources the firm can provide to national accounts. You will be an integral part of managing the strategy behind the agency's client service platform. Its important that you offer excellent subject matter expertise regarding plan design for self-funded cases, healthcare reform, compliance and other fiduciary oversight.  Additionally, you know how to pull in the appropriate resources at your disposal from compliance and actuarial to wellness, underwriting and account management.
Take the lead on presentations with clients with clear articulation on the firm's value proposition, contributions and accountability you will oversee to ensure a strong business partnership.  Throughout the yearly cycle be involved in escalated client issues, work with Account Executives to manage project plans and build strong alliances with key insurance company and vendor partners.
Work to develop additional business and bring in additional lines of revenue through various plans, fee based services or simply identifying new clients.  The scope of your platform will be national but with a strong concentration in Texas and the Mid-South.


Vice President, Senior Benefits Consultant and Regional Leader Qualifications:
At least ten (10) years of client relationship management, business development and group health consulting experience within an insurance brokerage. 


History of successfully creating business opportunities through the use of multiple practice disciplines include health and welfare, compensation, communication, integrated wellness programs, qualified plans, voluntary benefits and Human Resources consulting.
Active state insurance license.
Exceptional team leadership skills and strategic plan design and management background. Can quarterback channel partnership for the development of middle market and national business.  Can develop sales and marketing plans as well as lead your Account Executive team with guidance and mentoring.


Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Private Client Personal Lines Account Executive - Scottsdale, AZ

The role of client manager, referred to as Account Executive within this insurance agency's highly specialized private client group platform, supports the business development and client consulting efforts.  Your influence in this role is critical to growing the office and maintaining a reputation of excellence with regards to providing clients important and timely risk protection.  The agency works very hard to integrate each team member into every facet of the sales and service process. The firm's Phoenix office is developing and therefore needs a strong second-in-command to the business development leader to build out the operations. 

Private Client Personal Lines Account Executive Responsibilities:
Take charge of aspects of the renewal process including client review meetings, submission compilation and marketing negotiation with carriers.
Perform policy administration including endorsements and/or other policy changes, certificates and assist with gathering renewal information.
Manage all policy billing including cancellations, renewals and any applicable payment scheduling or financing.
Take control of escalated customer service or claims issues.
Participate in the agency's ongoing branding by maintaining strong ties with key underwriters in the high net worth market.


Private Client Personal Lines Account Executive Qualifications:
Bachelor's degree is required.
At least five (5) years of insurance experience in a client service or sales role within an insurance agency's personal lines division that has a defined portion of affluent clients. 
You have a strong working history of doing business with underwriters at carriers like Chubb, Fireman's Fund, Chartis and Ace to procure appropriate coverage and endorsements.  

Demonstrate team leadership abilities so as the office grows you can be a resource for training and development of junior employees as well as work directly with the client on coverage recommendations and delivering on service promises in concert with the business development leaders.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Commercial Lines Client Service Operations Leader - Atlanta, GA


The Client Service Operations Leader is a multi-faceted role that may still be developed around the unique skill set an individual brings to the table.  The insurance brokerage's Atlanta operations are led by the joint efforts of this person who oversees all client management teams and the sales leader who manages business development.  The one aspect that is critical to begin defining this role is prior team leadership experience within an insurance agency so that you can make a more immediate impact tackling projects related to portfolio management, client retention, workflows and general operational strategies.  

Client Service Operations Leader Responsibilities
Leadership- Be involved in employee management and Human Resources functions including recruiting, training and staff development.  Institute policies concerning workplace protocol, set performance guidelines and accountability measures and  review hiring procedures.  Could involve budge preparation, market development and company branding.

Operations- Participate in the planning and execution of the company's business initiatives. Can include working with the sales and service unit managers on assignment of teams.  Can include implementation of new technologies to more efficiently track data and achieve client service goals.  May also focus on internal review of policies and procedures- audits, best practices, compliance and reporting. 
Company leadership- Work closely with the executive team on a host of leadership duties.  This can include fostering an environment of continual improvement, identifying corporate communication strategies, forecasting long range company plans, managing certain financials, establishing internal meetings and attending industry events as a representative of the firm.
Client Service Operations Leader Requirements
At least 7-10 years of property and casualty insurance experience; retail agency experience is required.  Must have client service team leadership experience.


Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology utilization.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Regional Sales and Marketing Leader - Atlanta, GA, Nashville, TN, Jackson, MS, Birmingham, AL, Memphis, TN

The term "marketing" has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management. The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight. This position is really a blend of both duties. Its a great opportunity to make an impact in a large portion of the agency's operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation. It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.


Vice President, Regional Marketing Leader Responsibilities
Marketing: Serve as the highest point for all regional market activities within this firm's multi-state operating group. Work directly with the commercial producers on high level, complex risk management accounts. Take the approach that deals get done through your involvement and control in specific accounts.
Management: Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint. Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account.
Run point on carrier relationships. Must be an excellent communicator and negotiator with markets and seek out innovative program development. Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.
Vice President, Regional Marketing Leader Requirements
At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage. This position is a high travel role supporting at least five distinct operating groups. You'll travel 35-40% of the time.

Strengths in strategic creation and implementation of marketing programs. Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here: