Client Services Executive, Captives-Chicago, IL

Our client is a large regional brokerage that is experiencing explosive growth in Chicago currently. Their captive and private equity practice is in need of a dynamic individual to join their team as a Client Service Executive.

Client Service Executive, Captives Responsibilities:

• Support Captive and Private Equity Practices, in conjunction with the Practice Leader, to serve as a risk management consultant and insurance advisor in this industry. 
• Work closely with the Practice Leader in the effort to lead growth/development Private Equity (PE) Merger & Acquisition (M&A) and Captive practices. 
• Work with clients to complete M&A due diligence activities and render a report with appropriate findings; work with insurance carriers to arrange partnerships for the benefit of PE-M&A solutions. 
• Project manage initial captive prefeasibility analysis using existing financial and forecasting tools and manage the development of policy language for captive client opportunities. 
• Work with Client Executives and Office Heads in the production of new business revenue and client retention. 
• Support the Practice Leader in identifying opportunities resulting in revenue retention and growth through new accounts; and maximize revenue growth and ROI, by utilizing Client Executives, Risk Practice Associates and the M&A dedicated team to create and deliver client solutions. 

Client Service Executive, Captives Requirements:

• 5-8 years of insurance experience with a valid resident state agent’s license. 
• Proven success in a role facilitating consultative engagements related to, the captive insurance industry, emphasizing risk advisory feasibility, modeling, fact pattern analysis, and implementation services; 
• Ability to apply the following technical areas within the captive insurance industry: risk management and/or risk financing, insurance placement background; primary casualty program design, especially loss sensitive and collateral backed programs; and financial modeling. 

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.

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Commercial Lines Account Manager - Alternative Risk - Chicago (Western Suburbs)

This is a great opportunity to work for one of the premier agencies in Chicago.  Our client is seeking someone with extensive experience working with alternative risks and captives.  This person will need to also be very skilled working with clients.  It also offers significant growth potential.


Commercial Lines Account Manager - Alternative Risk
Our client is a leading independent agency in the Midwest that has been in business for nearly 50 years and ranks in the top 100 insurance agencies in the country.  They are currently looking for a dynamic individual to join their Commercial Lines division as an Account Manager in their Alternative Risk/Captive specialty.  You will be responsible for providing first line support for Alternative Risk programs in the daily service of existing and prospective clients and their policies.

Commercial Lines Account Manager, Alternative Risk Responsibilities
Assist producer(s) in the preparation of new business and renewal submissions, including gathering and organizing information required.
Receives phone calls from clients and companies regarding insurance, claims, or administrative problems, and complies with the request and/or refers to the producer when necessary.
Explains insurance coverages and processes to clients.
Reviews insurance sections of contracts, leases, and other specifications and documents and identifies compliance, seeking answers from internal and external resources as needed.
Advises client of noncompliance issues and/or additional insurance costs.
Prepares and assists in the preparation of proposals, including visits to client when requested.
Performs and/or reviews applications, policies, endorsements, audits, and cancellations for accuracy; invoices all premium bearing transactions on a timely basis; notifies producer of unpaid or disputed audits immediately and requests and performs appropriate actions in accordance with agency and carrier collection procedures.

Commercial Lines Account Manager, Alternative Risk Requirements
Bachelors degree required or related professional experience.
P&C license required.
3-5 years of experience working as an Account Manager with captives or Alternative Risk a must.
Additional professional designations (CPCU, CIC, ARM) a plus.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 ext. 17  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.

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