Showing posts with label marketing manager. Show all posts
Showing posts with label marketing manager. Show all posts

Monday, May 11, 2015

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 Director Responsibilities
  • Serve as the placement expert within the centralized market team.  Work very closely with producers, account executives and clients on preparing programs that are competitive, creative and address risk management issues.  Train and develop internal staff on marketing strategies.
  • Set goals and objectives for the marketing department including speed and accuracy of quotes, program design and segmentation of responsibilities based on factors like new versus existing business, premium size, complexity of financing structures and so on.
  • Prepare reports, analysis and presentations for the sales team coming to those terms through negotiations and accountability with underwriters.  Attend client review meetings and discuss loss history, rate trends, market accessibility and special programs available to them.  

Commercial Insurance Marketing Specialist Qualifications
  • At least five (5) years of broad property and casualty insurance experience with direct involvement in the analysis and selection of new or renewal submissions.  Carrier or wholesale brokerage underwriting and/or field marketing and production experience is highly preferred; agency brokerage/placement experience will also be considered.   
  • Must have experience engaging directly with insureds to discuss coverage and pricing options.  Examples of such would be attending joint meetings and presentations with agency producers and brokers.   
  • Strong multi-line commercial coverage knowledge with general liability, commercial auto, property, and workers compensation. Familiarity with plans, pricing, forms from multiple insurance companies and wholesale brokers.
  • Display leadership qualities with a clear understanding of setting objectives, goals and achieving results for a centralized marketing department.  Ability to coordinate efforts with the sales and service teams as well.
  • State insurance license or able to obtain one shortly upon hire.


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 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 Responsibilities
  • Serve as the placement expert within the centralized market team.  Work very closely with producers, account executives and clients on preparing programs that are competitive, creative and address risk management issues.  Train and develop internal staff on marketing strategies.
  • Set goals and objectives for the marketing department including speed and accuracy of quotes, program design and segmentation of responsibilities based on factors like new versus existing business, premium size, complexity of financing structures and so on.
  • Prepare reports, analysis and presentations for the sales team coming to those terms through negotiations and accountability with underwriters.  Attend client review meetings and discuss loss history, rate trends, market accessibility and special programs available to them.  

Commercial Insurance Marketing Manager Qualifications
  • At least five (5) years of broad property and casualty insurance experience with direct involvement in the analysis and selection of new or renewal submissions.  Underwriting experience is preferred.  Professional designations like CPCU, AU or ARM is also desired.  State insurance license required shortly upon hire.
  • Strong multi-line commercial coverage knowledge with general liability, commercial auto, property, and workers compensation. Familiarity with plans, pricing, forms from multiple insurance companies and wholesale brokers.
  • Display leadership qualities with a clear understanding of setting objectives, goals and achieving results for a centralized marketing department.  Ability to coordinate efforts with the sales and service teams as well.


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.

Wednesday, May 28, 2014

Regional Sales and Marketing Leader - Atlanta, GA, Nashville, TN, Jackson, MS, Birmingham, AL, Memphis, TN

The term "marketing" has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management. The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight. This position is really a blend of both duties. Its a great opportunity to make an impact in a large portion of the agency's operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation. It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.


Vice President, Regional Marketing Leader Responsibilities
Marketing: Serve as the highest point for all regional market activities within this firm's multi-state operating group. Work directly with the commercial producers on high level, complex risk management accounts. Take the approach that deals get done through your involvement and control in specific accounts.
Management: Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint. Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account.
Run point on carrier relationships. Must be an excellent communicator and negotiator with markets and seek out innovative program development. Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.
Vice President, Regional Marketing Leader Requirements
At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage. This position is a high travel role supporting at least five distinct operating groups. You'll travel 35-40% of the time.

Strengths in strategic creation and implementation of marketing programs. Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

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:








Monday, March 10, 2014

Insurance Agency Leadership Opportunities Coast to Coast

Hi There!  I’m working on several  leadership opportunities with well-respected agencies and brokers across the United States.  Please take a look below and reach out if you have any interest or questions!  Please feel free to pass along to anyone that might be interested. 


Leading the branding and development of an insurance agency’s region is a job for an accomplished leader with his or her pulse on sales, marketing and business development that helps make any retailer successful but in this case taking into consideration the unique factors in leading the charge for the state of Alabama.  This is a terrific opportunity for a senior commercial lines professional who has built a successful career on the broker side and wants to continue on in a leadership role for a thriving firm with significant growth plans.

The term “marketing” has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management.  The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight.  This position is really a blend of both duties.  It’s a great opportunity to make an impact in a large portion of the agency’s operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation.  It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.

The Director of Commercial Lines Operations will have significant influence in the development of this firm's risk management infrastructure. Specifically, this is a leadership role that will help the agency achieve its long term growth goals by advancing the mission and objectives of the property and casualty team. You'll be active in marketing and client service management as well as streamlining the way sales and service personnel work together. This is a tremendous leadership opportunity for an experienced commercial lines insurance executive who has dealt with retail agency transformation initiatives before. 

The Director of Select Business Insurance is a newly created role designed to parcel out this large, multi-state brokerage's small business accounts from its middle market portfolio.  In order for the company to achieve its growth goals there must be uniform segmentation of business with a formalized brand, marketing and distribution management strategy in place for commercial accounts that generate under $50,000 in premium.  An accomplished commercial insurance leader with knowledge of agency infrastructure and operations to manage this type of business unit is needed to fill these important shoes.  This position will become the model by which the other area regions of the firm will build out its small business platform.

The Vice President of Recruiting will responsible for the execution of growth initiatives to increase its group of affiliated members within the life and financial services practice. This is an organization has a national consulting platform for insurance, benefits and wealth management services distributed through retail agencies and broker/dealers.  This role will coordinate efforts alongside the leadership team and outside partners to source, analyze and ultimately secure new group's for the company's life insurance advisor network.

Our client is a regional insurance agency who is actively looking for someone to manage a mid-sized team of commercial lines Customer Service Representatives, Account Managers, and Supervisors.  The ideal candidate will have current experience overseeing a team to execute team goals, professional development, and daily service process and procedure.

Our client is a large regional agency in the greater Boston area that is actively seeking a Commercial Lines Manager to oversee their service staff and operations.  This is a critical leadership role as you will develop, lead, and manage the service team to ensure client satisfaction and retention while meeting the agency’s overall goals and objectives.

The Senior Commercial Producer role is a very special position carved out by this independent agency to satisfy top line growth goals, future perpetuation and the rebranding of its construction unit.  Rooted in central Pennsylvania, this firm has its arms outstretched much farther than the local economy with its producers maintaining established books of business, many built around legacy construction accounts, into surrounding states. All the construction focused resources are in place; now it’s just a matter of finding a strong sales executive as the face of new growth in the practice.

This opportunity isn't exclusively for individuals already concentrating on construction accounts. Rather, if you're keen on specializing in a particular niche and see how opportunities in construction can be quite lucrative, particularly with strong resources behind you, then the agency will help you make the transition to this exclusive platform.


This position is so all-encompassing that monikers like Sales and Marketing Leader, General Manager and Operations Officer could very easily follow this position’s Executive Vice President header.  This is a newly create role for an independent agency positioning itself for future growth through the addition of an experienced insurance executive.  Success in this position is determined when the agency achieves its growth and profitability goals through the big and little projects a great behind-the-scenes leader tackles.  In this role you’ll manage the agency’s administration, finances and all other units underneath the operations banner as well as branding, marketing and be closely tied to the sales team.

The Commercial Lines Director role will start up a property and casualty division from the ground floor for a retail agency in Austin.  The firm is well capitalized with a current portfolio that includes traditional insurance revenue and diversified, non-insurance business holdings.  Commercial insurance will be the main focus of the agency’s growth strategy moving forward, so its incumbent upon the person in the leadership role to develop and execute the successful launch of the practice.  Over time as the commercial division grows your role could be more heavily slanted towards management, but in the first few years of development the revenue needed to create the practice will come through your ability to sell.


In this role you will be responsible for management of the company's litigation and its communication with insurance regulators and for providing legal support to the company's new business, policyholder resolution, agency services, suitability, compliance, and marketing areas.  It is an exciting opportunity to work with the EVP, General Counsel to shape the legal department of a vibrant, growing insurance company in the Midwest.


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, December 19, 2013

Vice President, Regional Marketing Leader in Birmingham, AL!

The term "marketing" has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management.  The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight.  This position is really a blend of both duties.  Its a great opportunity to make an impact in a large portion of the agency's operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation.  It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.


Vice President, Regional Marketing Leader Responsibilities
Marketing: Serve as the highest point for all regional market activities within this firm's multi-state operating group.  Work directly with the commercial producers on high level, complex risk management accounts.  Take the approach that deals get done through your involvement and control in specific accounts. 
Management: Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint.  Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account. 
Run point on carrier relationships.  Must be an excellent communicator and negotiator with markets and seek out innovative program development.  Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.
Vice President, Regional Marketing Leader Requirements
At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage.  This position is a high travel role supporting at least five distinct operating groups.  You'll travel 35-40% of the time.
Strengths in strategic creation and implementation of marketing programs.  Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

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

Phone: 515-987-0242 x 455

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:

Friday, May 3, 2013

Commercial Lines Marketing Specialist - Baton Rouge, LA


Our client is a multi-state regional brokerage that relies on centralized marketing to ensure a high level of account retention and success with new business opportunities.  Account managers and producers will lean on your program expertise and market awareness to recommend the best course of action for remarketing accounts and creating packages that meet the client’s pricing and coverage needs.  As a Commercial Marketing Specialist, you’ll be given a lot of autonomy to develop relationships with underwriters, taken on complex and high profile accounts and even interact closely with the insureds when preparing renewals and presenting proposals.
Property and Casualty Marketing Specialist Responsibilities
  • Responsible for the effective marketing of insurance risks to companies in accordance with the practices, policies and procedures of the agency.
  • Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and retention of renewals.
  • Pre-underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures.
  • Act as account liaison for the producer in dealing with other departments of the agency for quoting of specialized lines of coverage.
  • Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations and good negotiations.
Property and Casualty Marketing Specialist Requirements
  • Bachelor’s degree required.
  • 3-5 years of commercial insurance experience heavily involved in placement of business and pricing negotiations; this can come from time as an Account Manager in an agency with decentralized marketing, as a wholesale broker or underwriting assistant or as a commercial lines underwriter seeking a new career on the agency side.
  • Excellent presentation skills; comfortable being out of the office with the sales team to discuss coverage plans with clients.

Tuesday, January 15, 2013

Commercial Lines Marketing Specialist - Baton Rouge, LA


Our client is a large regional and national agency who is growing and currently looking for a commercial lines Marketing Specialist in their Baton Rouge area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on commercial lines risks.



Marketing Specialist, Commercial Lines Responsibilities
Responsible for the effective marketing of insurance risks to companies in accordance with the practices, policies, and procedures of the agency.
Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies.
Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and retention of renewals.
Underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures.
Act as account liaison for the producer in dealing with other departments of the agency for quoting of specialized lines of coverage.
Assist producers with pre-underwriting information gathering and coverage analysis if needed.
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations, and good negotiations.

Marketing Specialist, Commercial Lines Requirements
Bachelor's degree required.
3-5 years of marketing or commercial lines underwriting experience.
Intermediate to advanced level of Microsoft Office Suite.
Niches preferred include construction, property, and auto dealerships.

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 all of our postings here:


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





















Wednesday, September 5, 2012

Senior Commercial Lines Account Executive - Greensboro, NC

This is a great job with one of the most well respected agencies in North Carolina.  They are looking for a seasoned account executive that can manage all aspects of a large commercial book of business so that the producer can focus exclusively on outside sales.  Ideally this person will have a strong, outgoing personality and be very comfortable in a client facing role.  


Commercial Lines Account Executive

Our client is a regional insurance agency with the capacity to provide insurance and risk management programs for complex, high risk insureds.  Their organization is experiencing tremendous growth and two of their senior commercial producers are in need of a sophisticated client service executive.  This position, Senior Commercial Account Executive, is an important role that provides a strategic approach to account management.  This position is designed to add an additional layer of coordination, team leadership and technical expertise internally while externally serving as a point of contact with insureds the same way a producer would.

Senior Commercial Account Executive Responsibilities:
Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
Assist Sales Executive in writing new business and retaining existing client base using company approved sales practices and materials.
Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
Take a multi-discipline approach to the sales and service process; meaning you participate in planning meetings on complex accounts, you advocate cost savings with underwriters based on a variety of client claims and loss data, and you create programs and market access for producers to capitalize on while prospecting new business.
Seek out appropriate relationships within standard and E&S markets; work closely with wholesale brokers and insurance companies as the agency's primary point of contact for contract negotiations, premium commitments, etc.
Contribute to the overall business and sales strategies of the agency's Mid-Atlantic operations.

Senior Commercial Account Executive Qualifications:
At least seven (7) years of commercial insurance experience directly working with middle market and risk management cases; prior commercial lines underwriting, agency marketing leadership, agency sales or Client Service Executive/Account Executive experience will be considered.
Proficient in several areas of program design, strategic marketing and policy review for General Liability, large property, commercial auto, professional liability and workers compensation.  
Ability to partner with sales executives, client service staff and marketing specialists to analyze risk, strategize renewals and help advise clients on appropriate insurance programs.
Must have extensive regional carrier and wholesale brokerage relationships to provide an advantage when negotiating the best coverage and rates available.
Active state insurance license.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242  x455 Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


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




































Wednesday, March 14, 2012

Senior Agency Marketing Specialist - Little Rock, AR

This is another terrific marketing opportunity.  Here my client is looking for a strong coverage specialist that has  a lot of underwriting relationships.  This individual will be stepping in as a leader of the marketing department and needs to be someone that looks to partner with producers to get business placed.

Senior Marketing Specialist

Our client is a large, independent agency with expertise to create insurance plans for a diverse group of industries.   They have offices throughout the Mid-South and are recognized as a leader in several industries like transportation, real estate, construction and professional lines.  As their team develops resources for the future they seek an experienced senior marketing specialist for the Arkansas operations.   This position provides significant new business and renewal support to the sales and account management team.  More so, you'll have more time than client managers to spend building relationships with underwriters and wholesale brokers who can be trusted allies in securing competitive quotes.

Senior Marketing Specialist Responsibilities:
You'll review new and renewal information to ensure accuracy, consistency, and complete information to obtain insurance quotes.
You'll compile submissions for marketing and negotiate appropriate pricing and coverage to satisfy the needs of the client.
You'll analyze loss trends, identify potential programs exclusive to the agency, and keep updated with industry techniques and products.

Senior Marketing Specialist Qualifications:
At least five (5) years of applicable property and casualty experience; independent agency marketing, placement or Account Executive/client service experience is required.
Active P&C license is required.
Bachelor's degree or commensurate experience.
Must have regional and national underwriting contacts to provide an advantage when negotiating the best coverage and rates available.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



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