Vice President, Employee Benefits Leader - Paducah, KY

The Vice President, Employee Benefits Leader has key strategic responsibilities over the group health and wellness practice within this regional insurance brokerage.  In concert with the sales and executive team, your goal is to create and execute plans that will support revenue growth, improve operational efficiency and strengthen the agency's client service platform.  Any all resources tied to the agency's operations and client deliverables will fall under your purview including maximizing the use of technology, implementing wellness resources and hiring and training internal staff. 

Vice President, Employee Benefits Leader Responsibilities

• Serve a subject matter expert to the account management team. Take a hands on approach to client management including getting involved in critical issues, preparing for key renewals and analyzing self-funded plans.  Take part in client meetings and presentations.  Oversee the implementation of new service strategies.   
• Coordinate efforts with the sales executives on strategic client retention; direct the account management staff on policy administration and benefits analysis. In that communication provide clear directives to executing client agreements and build high levels of client satisfaction.  Educate and guide staff on market changes, client management and wellness initiatives.
• Represent the company in front of clients displaying the full value of its resources and customer service platform.  Discuss areas for enhancement and new solutions that can also lead to additional revenue in the book. 

Vice President, Employee Benefits Leader Requirements

• At least 7-10 years of experience involving the oversight of the client management and consulting of group employee benefits plans at a senior level.  Leadership and/or management experience is very important as is success in a strategic role involving team building, executing client deliverables and developing benefits strategies for self-funded cases. 
• Strong experience with managing the client retention process.  This includes awareness of market conditions, changes in plan options and design strategies and available wellness resources. Advise on issues pertaining to compliance with healthcare reform. 
• Prior experience with management and operational initiatives including team building, performance evaluations, recruiting and hiring, training and mentorship, technology utilization and workflows.

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

Email: sthompson@insurance-csg.com

Phone: 515-987-0242 x 455

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

Group Benefits Account Executive - Nashville, TN

The Group Benefits Account Executive collaborates with the producers and account managers on new and renewal business activities including marketing strategies and escalated implementation concerns.  You are responsible for day-to-day servicing and consultation for an assigned book of business. You are involved in all aspects of the client management process such as producing executive summaries, reviewing/preparing reporting, scheduling and conducting open enrollment meetings and participating in client consultations.  You will advise clients on benefits plan design, administration, funding, communication and compliance. You are a central figure to this team's onboarding and retention process helping account managers and account representatives with escalated issues and daily workflow management.  

Group Benefits Account Executive Responsibilities

• Serve as project manager on an assigned book of business.  Help clients develop renewal and administration strategies.  Provide guidance and support on health care reform compliance, cost analysis, communication and enrollments, Human Resources issues and technology solutions. 
• Ensure accurate and timely completion of RFPs. Assist with the closing presentations.  Review contract, coverage and service plans to execute deliverables and remain organized to meet client expectations. 
• Display leadership qualities helping team members with escalated issues, training and mentoring of account managers and obtaining critical relationships and resources in the market to fulfill client's needs. Identify cross selling and upselling opportunities.

Group Benefits Account Executive Requirements

• Bachelor’s degree is required.
• At least five (5) years of client management experience in a Senior Account Manager, Account Executive or Client Consultant role.  Benefits underwriting experience is desirable. 
• Demonstrated direct experience working with insureds on marketing, plan design, renewals and identifying additional new business sales opportunities. 
• Superior written and verbal communication skills including ability to make formal presentations to clients.  Excellent relationship management, interpersonal skills and negotiation.
• State insurance license.

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

Email:  sthompson@csgrecruiting.com

Phone: 515-987-0242 x 455

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

Commercial Lines Account Executive - Minneapolis, MN

The Commercial Lines Account Executive is critical to this onboarding of large account new business and the strategic retention of existing clients.  Working alongside senior producers, you’ll quarterback the entire service process relying on an account management team for policy administration, stepping in as needed on those items of critical service importance, negotiating underwriting terms and directly consulting with insureds throughout the year.   The agency is growing and has two positions available, one that will exclusively support a large book of construction business.  The other position is generalists handling a variety of accounts in heavy industrial, transportation, education and captives. 

Commercial Lines Account Executive Responsibilities

• Assist producers in the preparation of new business and renewal submissions, including gathering and organizing information required.  Follow up with underwriters on submissions and negotiate premium and coverage with insurance carriers.
• Evaluate quotes for compliance with requested coverages and client needs.  Compare quote options from various carriers and look for deficiencies in quotes and 'subject to' requirements. Review applications, policies, endorsements, audits, and cancellations for accuracy and invoice all premium-bearing transactions on a timely basis.
• Communicate with clients and companies regarding insurance, claims, or administrative problems and complies with the request and/or refers to the producer when necessary.

Commercial Lines Account Executive Requirements

• At least 5-7 years of senior commercial account management or account executive level work for a retail insurance agency and/or insurance brokerage.  Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
• Broad property and casualty coverage exposure; large account, risk management sized business is required.  Proficiency with contract review (particularly surety and indemnity clauses for construction accounts is desired).  Additional lines such as: workers compensation rating and regulations, General Liability, layered property, alternative funding (including captives), commercial auto (including transportation/trucking), public entities and schools.
• State insurance license is required.  Insurance designation like CIC, ARM or CPCU is helpful but not required.

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

Email: sthompson@csgrecruiting.com

Phone: 515-987-0242 ext. 455

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

Commercial Lines Account Executive - Rockford, IL

The Commercial Lines Account Executive plays a critical role in retaining a large, established book of business heavily concentrated in the construction industry.  The opportunity to grow with this agency is tremendous and will allow you to help lead all client management, relationship building and new sales opportunities as you wish.  The key to success in this position is having a strong technical foundation in middle market and risk management insurance plans with a thorough understanding of the onboarding and renewal process.  This is a very autonomous position that may for the right individual will work without the direction of a producer, may assume a book of business through upcoming retirements and handle some sales responsibilities too.

Commercial Lines Account Executive Responsibilities

• Assist a senior producer with the preparation of new business and renewal submissions, including gathering and organizing information required.  Follow up with underwriters on submissions and negotiate premium and coverage with insurance carriers.
• Determine marketing and client management strategies servicing as the primary point of contact for the clients, underwriters and account management team.
• Evaluate quotes for compliance with requested coverages and client needs.  Compare quote options from various carriers and look for deficiencies in quotes and ‘subject to’ requirements. Review applications, policies, endorsements, audits, and cancellations for accuracy and invoice all premium-bearing transactions on a timely basis.
• Communicate with clients and companies regarding insurance, claims, or administrative problems and complies with the request and/or refers to the producer when necessary.

Commercial Lines Account Executive Requirements

• At least 5-7 years of senior commercial account management or account executive level work for a retail insurance agency and/or insurance brokerage.  Some underwriting and marketing/placement experience is helpful from a program design and negotiation standpoint.
• Account types will vary but with a concentration in heavy casualty, industrial and construction.  Experience working with these types of risks is desired.
• Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
• State insurance license is required.  Insurance designation like CIC, ARM or CPCU is helpful but not required.

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

Email: sthompson@csgrecruiting.com

Phone: 515-987-0242 ext. 455

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

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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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

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 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 Account Executive - Kansas City, MO

This Employee Benefits Account Executive position is a newly created role and could also also be described as a Servicing Producer or Benefits Consultant.  This signals the insurance brokerage's desire to pair a very strong group employee benefits technician alongside a high performing producer to support the strategic and tactical needs of group clients.  Your influence in the team will be a great support system for handling direct client consulting on plan design, rates, renewal preparation, billing, claims and enrollments.  You'll coordinate internal resources to handle the delivery of services to the client.  Ideally you'd also be comfortable picking up new clients through personal business development. 

Group Employee Benefits Account Executive Responsibilities:
Coordinate, develop and execute project plans as well as periodic presentations for specific client groups.
Develop and manage long and short range benefit strategies for clients, foster strong client relationships.
Develop and mentor junior members of the team.
Manage RFP, renewal, and implementation processes.
Benchmark survey data for client plans, summarize and validate reviewed information.
Develop and maintain strong vendor relationships.
Identify and understand negotiable elements of underwriting calculations for all lines of coverage. Exercise peer group and/or management review in this process periodically.
Manage post-implementation process for all lines of coverage.
Contribute toward company sales initiatives and support revenue management.

Group Employee Benefits Account Executive Qualifications:
At least 5-7 years of experience working with group employee benefits cases, preferably in the mid-sized group space but definitely with a firm grasp on self-funding and compliance reform.   
Must offer detailed agency/brokerage experience with a thorough understanding of all benefit plans (medical, dental, life, STD, LTD, etc) design, rate structures, funding alternatives and compliance requirements.
Excellent communication and presentation with advanced writing skills.
Proficient in all areas of Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc).
Ability to work effectively and collaboratively with all levels of internal staff & management, external clients, prospects and vendors; leadership and mentorship qualities.

Open to business development responsibilities either through new account origination or upselling, cross selling and account rounding depending on your strengths.

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 Account Manager - remote opportunity in the Mountain or Pacific Time Zones

My client is a small specialty P&C broker that is dedicated to providing insurance and risk control solutions to environmental service firms and related construction and engineering companies. They have an immediate need for someone who is dedicated to the P&C insurance industry with at a minimum of 5 years in the business.  They are willing and able to accommodate a remote location. Located in the Mountain or Pacific time zone.  Ideal locations are Denver, Los Angeles or San Francisco.

Commercial Lines Account Manager Responsibilities

Prepare new client submissions for carriers.
Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.
Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules.
Review company audits for accuracy, invoice and follow up on additional premiums as required.
Prepare renewal marketing submissions.
Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Assist in the cross-sell and rounding out of accounts.

Commercial Lines Account Manager Requirements

5 years in the insurance business and familiar with commercial property and casualty coverage. 

Currently licensed as a P&C agent / broker in prospective employees resident state.

Willing and able to take the lead in taking over and managing service desk.  This will eventually mean oversight of others but in the short term will involve doing just about everything in the area of service that the clients need.  

Familiarity with Applied Systems a plus but not mandatory.

Located in the Mountain or Pacific time zone.  Ideal locations are Denver, Los Angeles or San Francisco. 

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 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:

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