Showing posts with label brokerage. Show all posts
Showing posts with label brokerage. Show all posts

Monday, June 2, 2014

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:








Thursday, May 16, 2013

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.

Check out all of our postings here:


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







Tuesday, June 19, 2012

Employee Benefits Account Executive - Dallas, TX


This is a great opportunity to join a large national firm that focuses on large accounts in the 1,000 - 5,000 and above life arena.  Our client is a leading full services independent insurance agency.  They are looking for a senior level client services executive to assist their dynamic and growing team in Dallas.  You will provide strategic planning and consulting advice to customers and prospects on a regional and national basis.



Senior Account Executive
Work with internal team of consultants, actuaries, and account managers to provide daily service to clients.
Prepare presentations for existing and prospective customers, outlining portfolio of consulting products and services.
Produce RFPs, coordinate vendor response, analyze RFP response and prepare client reports with recommendations.
Act as project lead to push deliverables through the pipeline to end result.
Provide expertise and sound judgment after careful in-depth analysis of complete health and welfare program.

Senior Account Executive Requirements
Bachelor's degree in business or related field.
8-10 years of industry experience in a similar high level role, preferably with a large consulting firm or insurance agency.
State Life/Health license required.

Please contact Scott thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-216-5455  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



Check out all of our postings here:


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