Senior Account Executive, Employee Benefits-Chicago, IL

Our client is a leading independent agency in the Midwest and one of the largest in the nation. They are currently seeking a dynamic individual to join their team as a Senior Account Executive for their Employee Benefits team. You will provide strategic planning and consulting advice to customers and prospects to include production of requests for proposal, coordinating vendor responses, analyzing RFP responses, and preparing client reports with recommendations.

Senior Account Executive, Employee Benefits Responsibilities:

• Develop implementation plans with clients to include coordinating and conducting enrollment meetings and training of client’s benefit personnel.
• Review agreements and/or documents for accuracy.
• Meet at least quarterly with clients to review large claims, monthly claims experience, and conduct on-site claims visits.
• Develop financial projections for clients using actuarial modeling and deliver reports with commentary.
• Supervise and interview potential candidates for team employment.

Senior Account Executive, Employee Benefits Requirements:

• Bachelor’s degree required.
• 7-10 years of applicable experience in a brokerage/retail agency environment.
• IL Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS 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.

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Senior Commercial Account Executive, Team Supervisor-Colorado Springs, CO

This position has been created by the executive leadership within an independent insurance agency to help support the firm’s growth initiatives.  Seeking a true leader, the firm would like to identify a subject matter expert in larger, complex property and casualty insurance business who can manage a client base as the lead Account Executive but also supervise the account management team.  This role has the potential for even more growth opportunities in the future if you want to continuing honing your management skills.

Senior Commercial Account Executive, Team Supervisor Responsibilities:

• Handle the leadership over a large, complex commercial book of business.  The accounts vary by industry but include risk management sized businesses including accounts with alternative funding and captive programs.
• Actively participate in integrating the value added services the agency offers or can access for clients.  Help educate insureds on product offerings and regularly sit down with them for a review of their insurance plans.
• Help coordinate marketing efforts related either to individual renewals of large accounts to establishing close allegiances with key underwriters.  Work with the producers and the client directly on preparing for renewals, proposal presentations and pricing/coverage negotiations.
• Manage the account management team to ensure proper policies and procedures are being followed.  Handle training and mentorship of new or junior staff.  Take charge over workflows.  Help maintain best practices and review audits/compliance matters.

Senior Commercial Account Executive, Team Supervisor Requirements:

• Bachelor’s degree is preferred; advanced education or insurance designations are highly desired.
• State insurance license.
• At least 5-7 years of experience at the account executive level with exposure to complex risks as a client advisor/consultant for a retail insurance agency and/or brokerage.  Prior team leadership or formal management experience is 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

Three Things that Account Managers Should Do

Senior Account Executive, Employee Benefits-Washington, D.C.

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 Washington, D.C. You will provide strategic planning and consulting advice to customers and prospects within a specific healthcare and hospital vertical regarding their employee benefits programs.

Senior Account Executive Responsibilities:

• 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.
• 6-10 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

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

Three Things that Account Managers Should Do

Senior Account Executive, Commercial Lines-Boston, MA

Our client is a large, national insurance brokerage looking to expand in their Boston location.  With recent growth, they have a need for a senior level client service candidate in their Property & Casualty division.  This is a wonderful opportunity for a strong technical candidate who also has an entrepreneurial spirit and isn’t afraid of getting their hands dirty.  This is a growth position and will be very demanding, but incredibly rewarding both professionally and financially.

Senior Account Executive, Commercial Lines Responsibilities:

• Act as the primary contact in the consulting capacity to existing clients.
• Administer client marketing and renewals, as well as daily service functions.
• Develop and manage client book of business and pursue additional revenue opportunities.
• Assist in the management of the account service team and act as a resource to the department.
• Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
• Participate in market meetings, seminars and training programs as directed.

Senior Account Executive, Commercial Lines Requirements:

• Bachelor’s degree in mathematics, finance, or related field.
• 8-10 years of P&C experience, especially with large commercial lines risks.
• Must possess state Life, Accident, and Health 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:

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

Three Things that Account Managers Should Do

Senior Account Manager, Employee Benefits-Detroit, MI

Our client is a leading independent agency in the Detroit area. They are currently seeking a dynamic individual to join their team as a Senior Account Manager for their Employee Benefits team. This is a unique opportunity to join one of the most well respected firms in Michigan on a large, established book of business. The ideal candidate is going to thrive under the pressure of a challenging environment where top tier customer service is a must.

Senior Account Manager, Employee Benefits Responsibilities:

• Provide marketing and client services for designated prospects and clients.
• Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

 Senior Account Manager, Employee Benefits Requirements:

• 7-10 years of applicable experience in a brokerage/retail agency environment.
• MI Life/Health license required.
• Experience with large self-funded medical plans necessary.
• Additional designations such as RHU, REBC, and CEBS 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

Three Things that Account Managers Should Do

Senior Account Executive, Employee Benefits-Detroit, MI

Our client is a leading independent agency in the Midwest and is in a rapid stage of growth. They are currently seeking a dynamic individual to join their team as a Senior Account Executive for their Employee Benefits team in Detroit. You will provide strategic planning and consulting advice to customers and prospects to include production of requests for proposal, coordinating vendor responses, analyzing RFP responses, and preparing client reports with recommendations.

Senior Account Executive, Employee Benefits Responsibilities:

• Develop implementation plans with clients to include coordinating and conducting enrollment meetings and training of client’s benefit personnel.
• Review agreements and/or documents for accuracy.
• Meet at least quarterly with clients to review large claims, monthly claims experience, and conduct on-site claims visits.
• Develop financial projections for clients using actuarial modeling and deliver reports with commentary.
• Supervise and interview potential candidates for team employment.

Senior Account Executive, Employee Benefits Requirements:

• 7-10 years of applicable experience in a brokerage/retail agency environment.
• State Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS 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

Three Things that Account Managers Should Do