Commercial Lines Manager - Fayetteville or Fort Smith, AR

The Commercial Lines Manager is a critical role that's responsible for a number of operational and Human Resources related duties within this insurance agency.  You'll oversee three service units within three separate offices which requires excellent organizational and collaboration skills.   Your goal is to provide leadership to the client management teams, serve as a liaison with the sales and executive leaders and create synergy with the agency's other groups to ensure a high level of client retention, profitability and efficiency.

Commercial Lines Manager Responsibilities
Under the header of client service, you'll oversee the performance of your staff on account management processes and get involved in escalated client service issues. Work with the producers on expectations for certain accounts, reinforce department procedures, schedule client meetings, assign points of contact and follow up on requested items from clients and review marketing summaries and checklists.
Within the scope of marketing, you'll participate in building wholesale and carrier relationships, review vendor agreements, market specific new and renewal cases as needed, train client managers on online rating software and work with the producers on expiration lists to get the renewal process started.  Organize company contracts and licensing.
As a manager, you're responsible Human Resources related functions such as hiring, performance management, training and employee development of client service staff.  You'll establish policies and procedures for maximizing efficiencies within the agency's management system. You'll make sure close communication is established between the commercial lines, small business and marketing departments so there is consistency in the workflows.  Assist with the budgeting process including running reports, organizing departmental data, compliance, audits, quality control and peer reviews.
Commercial Lines Manager Requirements
At least 7-10 years of property and casualty career experience within an agency with a strong background in account management and client deliverables. Prior management and/or supervisory experience is required.
Must also have experience with addressing policy and procedures including oversight of efficiencies, allocating workloads and managing customer service staff.

Prior training experience along with organizational experience- aligning teams, building strong alliances and handling performance management issues.  Also comfortable with working through transitions into the agency such as integrating new acquisitions and office build outs.

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:

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Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Commercial Lines Account Manager - Fayetteville, AR

This Commercial Lines Account Manager position is a terrific opportunity to step into a successful, robust insurance agency and continue growing your career with more responsibilities and interaction with clients that have larger, complex insurance programs.  Based on growth, you'll be assigned clients to help manage and coordinate the delivery of client service, renewals and internal policy administration. 

Commercial Lines Account Manager Responsibilities
Establish solid client relationships and manage the timely and efficient responses to clients regarding questions about coverage, billing, and endorsements
Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team
Coordinate the administrative activity of client accounts like certificates, id cards, and applications as they relate to renewals and claims

Commercial Lines Account Manager Requirements
At least three (3) years as a customer service rep, underwriter, underwriting assistant or account manager handling commercial property and casualty policies.
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required. 

Experience with billing, customer service calls, policy review, and renewal marketing.
Active state insurance license.

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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Personal Lines Business Development Specialist - Denver, CO

This Personal Lines Business Development role is a tremendous opportunity for an experienced private client insurance professional to take control of and transform an existing practice for a strong regional agency in Denver.  High net worth personal lines has long been a part of the agency's business model however its been more on the sidelines as a complimentary service offering for internal referrals versus a strong external revenue driver.  That will change with this someone taking the reigns in this business development position.  The ideal candidate has deep experience in client management, preferably at the Account Executive level, but desire more influence in strategic design, higher earnings through commission and external sales responsibilities.  You'll be supported in your service efforts with a dedicated, tenured account manager at your side.  You'll be supported in your business development efforts with several existing referral relationships through private bankers and wealth advisors. 

Personal Lines Business Development, Account Executive Responsibilities
Able to cultivate, qualify and onboard new clients with a hand in the complete sales cycle.  This includes your ability to create and execute a marketing strategy to get in front of new clients through your marketing efforts with personal and private bankers, wealth advisors and other producers within the agency.
Be the face of the Private Client Division to the Big Four insurance companies- Ace, Chubb, Fireman's Fund and AIG- working with them on program design, rating and policy changes and customer management strategies.
Serve as the primary technical resource on products and programs unique to affluent personal lines.
Personal Lines Business Development, Account Executive Requirements:
At least five (5) years of dedicated experience in sales, marketing and client management within high net worth personal lines.  Established relationships with underwriters and a solid understanding of pricing and coverage nuances for high net worth personal lines programs.  
State insurance license.

Consultative approach to sales; able to seek out and develop third party referral streams with underwriters, financial advisors, bankers, attorneys and accountants. 

Comfortable working under new business sales goals. Must be able to balance client consulting after the point fo sale with continuing to seek out new account opportunities.

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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

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The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Commercial Lines Account Manager - Dallas, TX

The role of Commercial Insurance Account Manager for this large, regional agency is to support the client administration, marketing and retention as the Dallas office gets up and running.  A newly formed team, the group is dynamic with a strong middle market platform, so you'll be asked to play a big part in how the agency can support onboarding new accounts, handling complex risks and implementing key workflow procedures that are in line with the rest of the agency's offices. 

Commercial Insurance Account Manager Responsibilities
Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing and endorsements.
Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team.
Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing and communications.
Commercial Insurance Account Manager Requirements
At least 4-5 years of commercial property and casualty insurance experience in an account management capacity. 
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required. 
Experienced with handling all the tactical, client interfacing work on supporting a book of business (renewal meetings, coverage reviews, marketing and claims assistance) with service administration (billing, certificates, binders and so on).
Active state insurance license.

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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Employee Benefits Producer - Washington, DC

This is a unique opportunity for a dynamic producer candidate that has a strong technical background working with mid-sized to larger employee benefits accounts. The agency is well positioned to provide opportunities for success in two ways - through leads provided internally with a lead generation team and also through referrals to cross sell from the P&C team. The ideal candidate will be a strong closer and possess a thorough understanding of group insurance industry trends and information.

Employee Benefits Producer Responsibilities

Ability to create an aggressive business marketing plan to drive revenue in a 3-5 year period.
Ability to network at the C-level to determine the customer's business needs and subsequent insurance requirements.
Will meet often with producers in the Employee Benefits division to gain introductions to existing clients.
Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.


Employee Benefits Producer Requirements

3-5 years of experience working in an independent agency or applicable direct marketing.
Must have experience calling on larger accounts with 100+ employees.

Must possess applicable state insurance license, with additional professional designations 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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Commercial Lines Wholesale Marketing Representative - Atlanta, GA, Nashville, TN, Birmingham, AL, Chicago, IL

As a Commercial Lines Marketing Representative for this wholesale insurance broker you will concentrate on increasing business development opportunities for the company within a network of established independent agencies appointed throughout the country. More specifically, however, your focus will be carving out untapped sources of revenue within larger regional agency clients in area like Chicago, Nashville, Dallas and Atlanta. This role borrows elements from a true wholesale broker position with those an account representative and marketing specialist has within a Managing General Agency.

Commercial Lines Marketing Representative Responsibilities
Develop an action plan that targets retail agencies writing excess and surplus lines business. These might be dormant relationships you need to reactivate or accounts currently placing some business with the company but you know there is much more to be captured.
Identify with agency partners who are more niche focused; carve out those niches and work within your team to develop specializations and programs that meet the unique needs of the market.
Work closely with underwriters on critical cases. These can be new ones that are deals important to getting premium on the books or cases you know must be retained but need creative ways to keeping the business with your company.
Commercial Lines Marketing Representative
At least four (4) years of commercial marketing, production underwriting or wholesale brokerage experience where you've worked directly with retail agencies to drive business opportunities to you. Prior work with excess and surplus lines products is helpful.

Able to create and execute a business development plan that focuses on a combination of cold calling and referral management; travel to meet with retail agencies and discuss ways to improve or enhance service and program offerings. 

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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Commercial Lines Producer - New York, NY

This is a unique opportunity for a dynamic producer candidate that has a strong technical background working with commercial lines Property & Casualty accounts.  The agency is well positioned to provide opportunities for success in two ways - through leads provided internally with a lead generation team and also through referrals to cross sell from the Employee Benefits team.  The ideal candidate will be a strong closer and possess a thorough understanding of middle market P&C industry trends and information.

Commercial Lines Producer Responsibilities

Ability to create an aggressive business marketing plan to drive revenue in a 3-5 year period.
Ability to network at the C-level to determine the customer's business needs and subsequent insurance requirements.
Will meet often with producers in the Employee Benefits division to gain introductions to existing clients.
Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.


Commercial Lines Producer Requirements

8-10 years of experience working in an independent agency or applicable direct marketing.
Must have experience calling on complex large lines clients ($500,000 in premium and up), preferably with a broad range of risks, not niches.

Must possess applicable state insurance license, with additional professional designations 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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Employee Benefits Client Service Manager - Indianapolis, IN

This is an opportunity for a candidate who has extensive technical knowledge in the insurance industry and is looking to take their career to the next level.  Or perhaps an individual currently in management, but looking for a new challenge.  Our client is a dynamic retail agency that is looking for a true leader to oversee client retention and employee development.

Employee Benefits Client Service Manager Responsibilities

Develop, enhance, and solidify client relationships by implementing and monitoring best practices and setting clear expectations and timelines.

Responsible for carrier management and contracts.

Assist in performance evaluation process for the team.

Coordinate and implement training programs.

Lead the department cross-selling efforts, including account rounding.

Carry out strategic initiatives, marketing, client advocacy, and client presentations.

Employee Benefits Client Service Manager Requirements

8-10 years of industry experience, preferably in a retail agency or brokerage setting.

Previous management experience required.

State Life & Health license required.

Additional professional designations such as REBC, RHU, and CEBS a plus.

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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference