Hot Insurance Job Opportunities in Ohio!

Hi there!

I hope you are having a great start to your week!  I’m reaching out today because I’m working on some awesome insurance jobs in Ohio.  I’ve included a brief description of each of them below.  Please feel free to pass these along to anyone that might have an interest or let me know if you have any questions.  Have a great day!

Commercial Insurance Account Manager - Cincinnati, OH

Commercial Lines Account Managers for this large regional firm in Cincinnati are responsible for providing a high level customer experience and managing a lot of the behind-the-scenes policy administration.  Two large, established books of business need dedicated client management support, so the agency seeks individuals with strong experience in policy administration, marketing and direct client consulting to assume responsibility for the accounts as well as mentor less experienced staff.    At a minimum these accounts generate $100k-$500k in annual premium and vary across many industries however have they often have ties to construction.

Senior Commercial Insurance Producer - Dayton, Cincinnati, Springfield, Cleveland

The Senior Commercial Insurance Producer is first and foremost a sales position and will serve right alongside the regional leadership team to grow the central and southern Ohio regions.  Every insurance brokerage needs top notch sales executives.  What distinguishes this position is that the current needs go beyond individual success.  This firm has an established practice that in recent years has added junior sales executives to the property and casualty team.  Therefore, they seek to balance the team with experienced commercial producers who possess proven experience writing large business (upper middle market and risk management accounts). Additionally, everyone will benefit if you have the ability to co-sell, mentor and help younger producers close bigger accounts thus creating a very strong team based sales model which has thrived in other regions of the firm.

Group Employee Benefits Producer - Columbus, OH

The Group Employee Benefits Producer opportunities expand this insurance brokerage’s full service footprint into all of its satellite offices and work closely with the property and casualty sales executives to prospect larger accounts. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They seek experienced group employee benefits producers in Columbus and Cincinnati to join their team and who can immediately impact the agency through new business production. Your focus will be larger, more complex accounts needing creative administrative and program resources with 200-2,000 employees.

Commercial Lines Account Executive - Cincinnati, OH

With a strong reputation for client service and program innovation our client has a unique opportunity in its commercial insurance practice. As the Commercial Lines Account Executive you’re dedicated to managing all aspects of a senior producer’s property and casualty book of business.  This includes quarterbacking all the service deliverables, executing sales and renewal strategies, leading marketing and serving as a technical expert to the account management team.

Employee Benefits Producer - Cincinnati, OH

The Group Employee Benefits Producer opportunities expand this insurance brokerage’s full service footprint into all of its satellite offices and work closely with the property and casualty sales executives to prospect larger accounts. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They seek experienced group employee benefits producers in Columbus and Cincinnati to join their team and who can immediately impact the agency through new business production. Your focus will be larger, more complex accounts needing creative administrative and program resources with 200-2,000 employees.

 Small Business Commercial Insurance Account Manager – Cincinnati, OH

The Small Business Commercial Insurance Account Manager role is critical to this independent agency’s customer service platform. It segments out the resources available to effectively market, service and attract new small business accounts.   In this role you’ll be given a lot of responsibility and autonomy for managing commercial property and casualty accounts generating less than $50k in annual premium.  You’ll directly advise on coverage, manage the entire renewal process and also secure new business revenue through internal leads and by identifying coverage enhancements for existing clients.  This is an excellent way to propel your insurance career forward within a client service position if you like small business accounts or want to work into a middle market book of business with an insurance agency large enough to have both divisions.

Group Benefits Account Manager - Cincinnati, OH

A Group Employee Benefits Account Manager in this Cincinnati agency will have significant responsibilities for client handling including direct communication about group health plans, renewal strategies and value added service options as a part of the agency’s consulting approach.  This is a position that requires experience with large employer groups (over 100 employees) with strong knowledge of fully insured and self-funded health plans who possesses a strong work ethic and excellent communication skills.

National High Profile Leadership, Service, and Sales Roles in the Insurance Industry

Hi All!  I'm working on some great opportunities across the nation!  Have a look and let me know if you have any interest!

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 in Minneapolis

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 in Rockford

Commercial Lines Marketing Manager – Sioux Falls, SD

The Commercial Lines Marketing Manager assists the sales and service teams with achieving production goals by participating in strategies designed to increase new business revenue and maintain a high level of client retention.  Insurance agencies look to the marketing department as a technical underwriting resource helpful in identifying competitive pricing and programs.  Agencies also rely on this role as a way to coach and mentor employees through the underwriting analysis and due diligence of complex property and casualty risks.  This is a highly integrated role with career development opportunities.  It’s also a role suited for someone who excels in coverage analysis and placement such as an experienced underwriter who desires more direct interaction in the sales and consulting process.   

Commercial Lines Marketing Manager in Sioux Falls

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.  

Employee Benefits Account Executive in Nashville

Employee Benefits Producer – Cincinnati, OH

This is an opportunity to help build out an agency platform that focuses on a team environment and ability to take advantage of plentiful resources.  Our client is a well-respected agency with multiple offices in OH that is looking to add to their growing sales staff in their Cincinnati office location. They are looking for a dynamic individual that has proven sales success in group insurance products, preferably in an agency setting. The right candidate will be extremely motivated to be immediately successful, while also building a profitable book of business and representing the agency in a professional manner in the market.

Employee Benefits Producer in Cincinnati

Sales Managers, Commercial and Employee Benefits – Louisiana

Sales Managers for this large, independent insurance brokerage will concentrate on the development of the producers in the property and casualty or corporate benefits disciplines.  Coaching, mentoring and goal setting with the sales executives are key aspects of your role. As the agency grows you will likely oversee a sales group comprised of experienced producers brought in through acquisitions, inexperienced producers through college risk management programs and career changers from outside the insurance industry. It's critical that you can be a resource to help each type of producer set and achieve their production numbers.

Employee Benefits and Commercial Sales Leaders in Louisiana

Employee Benefits Practice Leader – Denver, CO

The Employee Benefits Practice Leader provides strategic leadership, vision and branding of group health and welfare resources for this large regional agency in Colorado. Leaders within the agency set the tone for growth and collaborate across multiple disciplines to achieve those results. This role is critical to marrying the agency's strong culture in everything it does to the way the benefits team transforms.  This is a very active leadership role in the day-to-day operations of the agency's entire corporate benefits practice as well as the strategic responsibilities of continuously driving growth and profit.

Employee Benefits Practice Leader in Denver

Commercial Lines Marketing Manager – Memphis, TN

The Commercial Lines Marketing Director is an exciting, highly integrated role within this insurance brokerage that will be the knowledge source and placement expert for high level property and casualty cases.  The agency's centralized marketing department needs you to be the "doer", the person with the same impetus and expertise to get deals done as the account executives and producers.  You will be brought in on a lot of new business projects and critical renewal cases. You will help shape the interaction between the centralized marketing department and the sales and service teams showing where your team can tackle placement freeing up their responsibilities for other consultation with the client.  You will also provide a direct link between insurance companies and the agency which is in excellent standing with many of its partners. This allows you to build critical rapport to work through complex cases or ones that require special program and financing features.  

Commercial Lines Marketing Manager in Memphis

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. 

Employee Benefits Leader in Paducah

Employee Benefits Producer – Charlotte, NC

The Employee Benefits Producer is a new opportunity for an experienced employee benefits producer to join a successful, highly specialized insurance agency that's based out of Charlotte with market expansion.  The division president looking for a larger group contributor akin to his own sales focus within the team.  Where some of the other producers have worked on smaller groups, he's the type of person who loves the thrill of the hunt with self-funded cases ranging from a few hundred lives to several thousand.  He would like someone with a strong benefits sales acumen to pick up that torch with him and grow the benefits practice out of Charlotte while also serving as a major resource to commercial producers in satellite offices. 

Employee Benefits Producer in Charlotte

Commercial Lines Producer – Rockford, IL

The Commercial Insurance Sales Executive is responsible for business development and direct client consulting with a unique opportunity to join this growing insurance agency in the Rockford area.  The firm’s model is built on organic growth with producers building terrific careers starting out in this same role.   The very special part of this role is that you’ll be hired as the successor on a large, established book of business.  Someone with a proven track record of new business origination and strong client retention will work closely with the senior producer to be mentored on the ins and outs of the existing accounts.  The ability to build strong relationships with C-level decision makers is key to success in this role. 

Commercial Lines Sales Producer in Rockford

For help with other opportunities or a search in insurance please reach out to Scott Thompson at sthompson@csgrecruiting or call at 515-216-5455.

Employee Benefits Producer - Cincinnati, OH

This is an opportunity to help build out an agency platform that focuses on a team environment and ability to take advantage of plentiful resources.  Our client is a well respected agency with multiple offices in OH that is looking to add to their growing sales staff in their Cincinnati office location. They are looking for a dynamic individual that has proven sales success in group insurance products, preferably in an agency setting. The right candidate will be extremely motivated to be immediately successful, while also building a profitable book of business and representing the agency in a professional manner in the market.

Employee Benefits Producer Responsibilities

• Ability to create an aggressive business marketing plan to drive revenue in a 3-5 year period.
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• Ability to network at the C-level to determine the customer's business needs and subsequent insurance requirements.
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• Cross-selling additional lines of group insurance coverage to round out accounts.
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• Up-sell and renew existing clients with additional products and services.
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• Employee Benefits Producer Requirements
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• 5-7 years of experience working in an independent agency setting.
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• Bachelor's degree preferred.

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

Email: sthompson@csgrecruiting.com 

Phone: 515-216-5455

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

Employee Benefits Producer - Charlotte, NC

The Employee Benefits Producer is a new opportunity for an experienced employee benefits producer to join a successful, highly specialized insurance agency that's based out of Charlotte with market expansion.  The division president looking for a larger group contributor akin to his own sales focus within the team.  Where some of the other producers have worked on smaller groups, he's the type of person who loves the thrill of the hunt with self-funded cases ranging from a few hundred lives to several thousand.  He would like someone with a strong benefits sales acumen to pick up that torch with him and grow the benefits practice out of Charlotte while also serving as a major resource to commercial producers in satellite offices.   

Employee Benefits Producer Responsibilities

• Start by ingratiating yourself to the current accounts that will be handed over to you.  Set appointments, review policies and get organized on upcoming renewals.  Work with the service team to make sure current policy needs and upselling opportunities are covered. 
• Develop a sales plan to generate additional new business in the 100+ ees space which is the direction the agency wants to concentrate the majority of its attention and resources.  Create partnerships with the property and casualty team where cross selling leads are reciprocal.   
• Participate in all areas of the client management process as needed with a watchful eye on key renewals, critical pricing and coverage issues and claims data interpretation.  Set monthly and quarterly meetings with clients.

Employee Benefits Producer Requirements

• At least five (5) years of direct group employee benefits sales experience; retail agency production is most desired and preferably at least three years spent through the validation cycle on a book of business.
• State insurance license.
• Equally as strong of closing and client consulting skills as door opening.  The business development and prospect lead generation piece is still critical to building your book, but the agency's structure will rely on you to lead marketing choices with the account service team and work closely with your clients on all the strategic, high level discussions about benefits management.
• The agency has a strong investment strategy in its producers.  This position has a base salary with a variable income structure based on new business sales.

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.

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.

Employee Benefits Practice Leader - Denver, CO

The Employee Benefits Practice Leader provides strategic leadership, vision and branding of group health and welfare resources for this large regional agency in Colorado. Leaders within the agency set the tone for growth and collaborate across multiple disciplines to achieve those results. This role is critical to marrying the agency's strong culture in everything it does to the way the benefits team transforms.  This is a very active leadership role in the day-to-day operations of the agency's entire corporate benefits practice as well as the strategic responsibilities of continuously driving growth and profit.

Employee Benefits Practice Leader Responsibilities

• Oversee sales, marketing, business development, resources, budgets and operations. Serve as a facilitator of the technical aspects of corporate benefits plans, marketing, vendors and reform.  
• Work with the client service teams to achieve a high retention level.  Segment the practice based on account size, complexity and resource allocation.  Work with service leaders to ensure a consistent approach to client service deliverables.  Form strong relationships with insurance companies and vendor partners.
• Focus on organic growth through the recruitment and training of sales executives. Conduct sales meetings, provided one-on-one coaching, attend joint sales calls and participate in activities to close new business and manage key renewals.  Drive new business sales activity and market expansion.

Employee Benefits Practice Leader Requirements

• At least ten (10) years of group employee benefits experience overseeing sales and marketing.  Increasing responsibilities in team and division leadership with a proven track record of successful growth in benefits consulting/brokerage.
• Motivated, self-starter with proven methodologies in growing organically through producer identification and development and resource management.  Results oriented with the ability to manage activity and set/achieve results.
• Developed organizational skills.  Can lead and manage teams. Can lead by example. Very knowledgeable in underwriting, health analytics and compliance issues influencing purchasing choices in the market.

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.

Sales Managers, Commercial and Employee Benefits - Louisiana

Sales Managers for this large, independent insurance brokerage will concentrate on the development of the producers in the property and casualty or corporate benefits disciplines.  Coaching, mentoring and goal setting with the sales executives are key aspects of your role. As the agency grows you will likely oversee a sales group comprised of experienced producers brought in through acquisitions, inexperienced producers through college risk management programs and career changers from outside the insurance industry. It's critical that you can be a resource to help each type of producer set and achieve their production numbers.

You will be an integral part in day to day sales helping with marketing and client service issues, presentations and cross selling platforms.   

Sales Managers, Commercial Insurance and Corporate Benefits Responsibilities

• Identify, recruit, and select potential experienced and inexperienced sales candidates within target markets. Enact onboarding strategies and training plans. Coordinate training on selling techniques, systems and tools, product information, prospect analysis, activity tracking, marketing, compliance and technology.
• Manage and oversee new business sales and retention results. Conduct joint field work on a consistent and regular basis to assist in the development of prospecting, selling and referral skills as well as evaluate sales practices. Participate in RFP presentations to help close new business.
• Coordinate agent development with corporate sales and marketing office and industry education programs to ensure continued upward production levels and career advancement.
• Assist firm's leadership team in strategic thinking and long term planning, including the development of an annual plan for the Managing Director's goals.

Sales Managers, Commercial Insurance and Corporate Benefits Requirements

• At least five (5) years of commercial or employee benefits insurance industry experience.  Retail agency sales and sales leadership is preferred.
• Prior personal production history or proven business development/marketing success with knowledge of property and casualty or corporate health and welfare products.
• Ability to set and achieve sales goals; can hold others accountable for results High integrity. Able to develop trust within a team.

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

Email: sthompson@csgrecruiting.com

Phone: 515-987-0242 x455

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.

Is it time to sell your insurance agency?

As a consultant to the insurance industry, I work in many facets of the industry.  One my favorites is in the mergers and acquisitions field.  Over the past several years I’ve worked closely with many agency owners that were considering a sale.  I’ve found that lots of owners have thought about selling.  However, the ones that move from thinking to acting have one thing in common – they know why they want to sell.  Below are some of the top reasons people decide to sell their organization

Have you been thinking about selling your agency?

You are tired of the “burden of ownership”

This one is by far the most common.  What is the “burden of ownership?”  It’s writing checks.  It’s waking up at 2:00 in the morning in a cold sweat.  It’s making the hard decisions where it feels like nobody wins.  For many people, the burden starts to weigh on you getting heavier and heavier each year.  If this is happening to you – you may want to look at selling.

You don’t have a perpetuation plan

This is the second most common one I see out there.  Here’s the deal – hiring young talent is difficult.  Training young talent – especially producers – is even more difficult.  Retaining them is even worse.  Because of this I see a lot of companies where the owner is ready to retire and there is no one to hand the agency to.  If you don’t have a perpetuation plan and you are planning on retiring in the next five years you should start making one right now.   If you are planning on retiring sooner and don’t have one you may have to look at other options. 

Your agency needs cash

This is one of the more delicate situations we encounter.  It’s embarrassing to many people but it’s important to know that good and valuable businesses sometimes run into problems.  Losing one big account can change the whole picture.  Sometimes you just need an exit strategy that pays the piper.

You need more resources to grow

This last one is one that I wish more people considered.  When I talk to agency owners there are two common barriers to growth.  The first is resources.  Resources make you more competitive and make you money.  However, resources cost money and don’t always yield a strong return in the beginning.  The second barrier is overhead.  Wal-Mart doesn’t have lower prices because they have lower profits – they have lower prices because they have the power of volume.  Sometimes merging with the right organization can solve these problems.

So that’s the first step – you need to know why you might sell.  This is so important because now you have the ability to listen to suitors and see if they can offer a solution to your problems.  This is also important because it allows you to explore alternatives to selling as well.  If you have a perpetuation problem, maybe you just need a good recruiter to help you with a couple of key hires…  I know a good one that specializes in the industry if you need a referral.  The next step is to identify potential suitors – I’ll cover that in another blog. 

So there you go!  What do you think – you can leave comments below or as always you can email me directly at sthompson@insurance-csg.com  

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

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

Employee Benefits Account Manager - Austin, TX

Our client is a well-respected regional insurance agency that has been rapidly growing.  They currently have a need for an Employee Benefits Account Manager in their office in Austin.  They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management.  The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.

Employee Benefits Account Manager Responsibilities
Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
Choose plan design recommendations and consult with producers as necessary.
Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
Conduct client enrollment meetings in the absence of the Account Executive or Producer.
Educate and encourage utilization of agency's internal resources.
Perform daily client service as main point of contact internally for questions/issues.
Employee Benefits Account Manager Requirements
Bachelor's degree or equivalent professional experience required.
3-5 years of progressive account management experience, preferably with an 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

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