Personal Lines Account Manager-Chicago, IL

Our client is a growing independent insurance agency with a personal lines department that focuses on affluent clients.  This role is responsible for assisting the department manager with policy administration and client management for all of the agency's personal lines accounts.  It’s okay if you're not exclusively dedicated to high net worth accounts in your current role.  This book will have a mixture of standard and affluent accounts; the agency is also able to train and develop your skills with more complex policies.

Personal Lines Account Manager Responsibilities:

·       
You will be responsible for account management including renewals, billing, endorsements, fielding customer inquiries, policy review, binders, and assistance with claims resolution.

·        Prepare renewal submissions- gather information from clients, review claims records, work with underwriters on follow up requests or utilize online rating software to prepare quotes.

Personal Lines Account Manager Qualifications:

·       
You have at least three (3) years of personal lines insurance experience in a customer service role with an independent insurance agency; experience with high net worth accounts is helpful but most important is your knowledge of underwriting guidelines and rating software with multiple personal lines insurance companies.

·        You have experience handling each of the following coverage: homeowners, personal auto and umbrella.

·        Active state insurance license.

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:

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

Three Things that Account Managers Should Do

Six Interview Tips Part I

Group Employee Benefits Client Manager/Account Manager - Chicago, IL

Our client is a very specialized insurance firm that offers consulting services, insurance products and business risk assessment to a diverse client base.  Because of the unique dynamics of their firm and the accounts they target the employee benefits team is comprised of a sophisticated, fast paced group of account managers and sales executives.  This position, Group Employee Benefits Client Manager, is a critical non-sales role that concentrated on supporting the onboarding of new accounts and consultation with existing clients during the renewal process.

Group Employee Benefits Client Manager Responsibilities

• Serve as a strong internal resource to the sales executives who will rely on you for information pertaining to specific policies and programs, market options, pricing plans and status updates on projects.
• Work into the details of your clients' plans with full understanding of group medical and ancillary programs, coverage gaps and challenges facing the renewal and RFP process.
• Coordinate marketing efforts with your client management colleagues in Chicago and other locations to manage workloads, vendor relationships and mentorship of junior associates.

Group Employee Benefits Client Manager Requirements

• At least four (4) years of retail agency experience in a similar account management role; more is desirable as the company has a very active workload of self-funded accounts.  An individual with senior account management experience in plan design, underwriting calculations, rate structures, funding alternatives and compliance can be a great match for this role.
• The agency offers career advancement to its successful employees and therefore looks for a similar track record of upward mobility, continuing education, and advancement from applicants.

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.

Senior Commercial Insurance Account Manager, Middle Market - Cleveland, OH

Our client is in a position where the agency needs to hire an experienced commercial lines client manager who can provide leadership and guidance to a support team while also handling the lion's share of the complex accounts in the agency.  Middle market accounts are defined as generating over $50k in annual premium, but more frequently you'll handle larger accounts that have CFOs and owners involved in insurance management and decisions.

Senior Commercial Insurance Account Manager, Middle Market Responsibilities

• Handle existing property and casualty accounts with coverage written through multiple carriers that require balancing different renewal periods, financial matters (billing and claims), adjustments to the account (additions, cancellations, contract reviews) and renewal preparation. 
• With renewals you're responsible for gathering and verifying information necessary for submissions and applications; you'll work with the producer to address concerns over loss history, coverage values and program requests from the insured.  Once renewed you'll ensure the new policies are accurately bound and work with the CSR team on finalizing policy and certificate paperwork.
• Communicate regularly with insureds and get back on questions in a timely manner to ensure the agency's high standards of customer service are being met.  Provide insight, and with the producer, recommendation on coverage enhancements as the insured's business exposures change throughout the year.  This is also a great way to support the agency's new business sales goals for the year.

Senior Commercial Insurance Account Manager, Middle Market Requirements

• A minimum of five (5) year of career experience with an insurance agency handling $10k-$20k commission accounts on average.  These accounts have coverage and marketing complexities and are not main street, package policies. 
• Comfortable in a lead role where you can provide guidance and training to other account managers.  Be the go to person to unusual cases or escalated issues.  Support the producer's efforts new business efforts by freeing up their time getting involved in policy or customer service issues.
• State insurance license.  Continuing education achievements are desired.

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.

Commercial Lines Territory Marketing Account Executive (Carrier Rep) in Indianapolis, In

Our client is a specialty commercial insurance company that provides a variety of medical professional lines products, services and technology solutions to the healthcare industry. Specifically the company’s programs are designed to provide physicians, clinics, hospitals and healthcare systems with medical professional liability products in partnership with retail insurance brokers; in this case in the state of Indiana. This position, Territory Marketing Account Executive, is an opportunity for you to develop the insurance company’s brand within a defined region that has experienced success yet has many untapped opportunities to be discovered. Because this is a critical market where the company can grow its important you offer sales and marketing knowledge in the state as well as existing relationships with agents.

Territory Marketing Account Executive Responsibilities:

• Develop successful working relationships with retail insurance agencies that require resources to insure hospitals, clinics and physician groups.
• Become an invaluable partner alongside agency producers during the quoting and negotiation phases as well as helping them prepare renewals and client presentations.
• Educate brokers during sales presentations on company products, resources and technology solutions available to their insureds.
• Promote the company’s brand in this region of the Midwest through attendance at conventions, health care events and in partnership with your marketing colleagues in other regions.

Territory Marketing Account Executive Qualifications:

• A college degree or some higher education combined with equivalent experience.  Studies in business, marketing, healthcare or a related field is helpful.
• Strong sales experience within the property and casualty insurance industry; even more desirable is experience working with physician and hospital professional liability and medical malpractice products.
• State insurance license.
• Consultative sales and marketing approach, strong relationship building skills.  Can provide stewardship to insurance agents, clients and be a present a strong brand image for the company at industry events. Exceptional organization and presentation skills are required.
• Must be willing to travel.

Capstone Insurance Search Group is a search firm dedicated to the insurance industry. We work nationally with expertise that spans top executives, middle management and technical level positions. We can provide assistance with a variety of product lines to include Property and Casualty, Life, Health, Disability, Annuity, Employee Benefits and Pension. Our services exclusive to the insurance industry: Traditional Contingency solutions, Contract Employees solutions, Recruitment Process Outsourcing (RPO) and Customized Retained solutions. We will provide you with a service that is of the highest degree of confidentiality, professionalism and integrity.

Who To Contact

Scott Thompson, CPC – Senior Search Consultant

515-216-5455
sthompson@insurance-csg.com

Twitter Chat Recap - Looking for a job in 2014

Today I conducted a Twitter chat with #jobsearch2014!  You all asked some great questions!  A recap is below!  Happy Holidays!

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. 

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.

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

Does your Commission Split Really Matter

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Texas A&M Leaving the Big 12 and What Lessons You Can Learn From it for Your Career

Four Skills that Every Account Manager Needs to Succeed 

Vice President Commercial Lines Agency Operations - Eastern Iowa

This is an awesome opportunity with a growing regional agency. It's perfect for all of you Iowan's that would like to come home!

This is a tremendous leadership opportunity for an experienced property and casualty insurance professional. Our client is a sophisticated, growth oriented insurance firm dedicated to achieving its goals recognizing in order to do so the appropriate leadership framework must be in place. This role, VP, Commercial Lines Operations, will take a very integrated approach with the executive, sales and administrative teams to help oversee the company's employees, internal processes and external relationships.
Vice President, Commercial Lines Operations Responsibilities
Management: Focus on the development of personnel (mostly client service, marketing and administrative support). Create a culture of growth as it relates to development and performance. Handle recruiting and training initiatives; address continuing education, perpetuation and infrastructure needs. Participate in achieving best practices goals. Make necessary improvements and adjustments in support offerings the sales team needs to obtain and retain new clients.
Operations: Create and execute organizational strategies addressing structural changes to policies and procedures, staff development and training, workflow and team capacity, effectiveness of technology/management systems and quality control. Monitor employee revenue metrics; benchmark industry trends regarding customer service quality; conducts audits.
Leadership: Play an important role in company marketing handling key insurance company relationships (setting up programs, negotiating contracts, development new proprietary products). Get involved in external vendor management including use of third-party administrators for claims and resource allocation. Help set departmental objectives; manage budgets.
Vice President, Commercial Lines Operations Requirements
Bachelor's degree is preferred; advanced education or professional insurance accreditation is highly desired. State insurance license.
At least 7-10 years of property and casualty insurance experience; most importantly is a track record of successful performance in a leadership capacity handling related operational duties.
Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology project management.

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.