Senior Commercial Lines Account Manager-Barrington (Northwest Suburbs), IL

This position, Senior Commercial Lines Account Manager, is unique to similar roles in other independent agencies because it will be the senior most client service manager within this small but growing independent firm in the northwest suburbs of Chicago.  The position takes an "all hands on deck" approach required when you work in a smaller company that includes responsibilities for directing workflows, going out on sales calls with the producers and ensuring quality standards for policy administration are met.

Senior Commercial Lines Account Manager Responsibilities:

• You'll be the subject matter expert for all commercial lines accounts with particular emphasis on larger, complex property and casualty accounts.  You'll handle RFPs, renewal preparation and client stewardship matters (including attending review and sales meetings).
• You'll handle policy administration duties alongside a junior associate. This includes endorsements, billing, claims and submitting renewals to market.

Senior Commercial Lines Account Manager Qualifications:

• A Bachelor's degree is strongly preferred but equivalent work experience will be considered.
• At least 3-5 years of property and casualty account management experience with an independent agency in a role where you are responsible for all aspects of the client management process including direct consultation with the account and backroom processing.
• Must have exposure to middle market accounts.
• State insurance license is required.
• This is a salaried position with full benefits and no travel 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.

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Commercial Lines Account Manager-Naperville, IL

Our client is a well-established regional independent agency in Naperville that is growing and looking for a Commercial Lines Account Manager to help with an existing book of business. The ideal candidate will have an entrepreneurial attitude and willing to help on everything client service related from soup to nuts.

Commercial Lines Account Manager Responsibilities:

• Market coverages to a number of carriers to determine variances in coverage and price.
• Prepare proposal spreadsheets for client meetings and work closely with the producer for analysis of market strategy.
• Assist with policy reviews, completion of insurance applications and enrollments, and providing customer service to clients.

Commercial Lines Account Manager Requirements:

• Qualified candidates must have state Property/Casualty license.
• 3-5 years of past agency account management experience preferred.
• Individual should possess excellent communication and organizational skills along with the ability to understand basic insurance coverages.

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:

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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

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Commercial Insurance Account Manager-Detroit, MI

As a Commercial Insurance Account Manager with this Detroit based independent agency, you'll be responsible for stepping into a team that is experiencing terrific growth and needs an knowledgeable client professional to help take on new and existing clients.  This is a family owned company where producers, executives and account managers are all working together for the same goal.  It doesn't have a lot of corporate segmentation that comes with bigger insurance brokerages.  To assume this new role you must have enough property and casualty technical knowledge and account management experience to work independently and handle everything involving the administration of policies post-binding from billing and claims to renewal marketing.

Commercial Account Manager Responsibilities:

• Serve as the primary client service point of contact to the insured handling a host of different issues that come up including changes in exposure, additions and cancellations of policies, billing and claims concerns, renewal preparation and marketing; creating RFPs and communicating with the sales team on updates pre-closing.
• Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
• Be a resource for producers and client service colleagues concerning markets, coverage issues and claims.

Commercial Account Manager Qualifications:

• Five (5) or more years of commercial insurance experience; most with an agency as a CSR or account manager. 
• Must have experience being the primary point of contact on a book of business handling not just administrative tasks but also direct client contact, some marketing and renewal management.
• Familiarity with an agency management system like TAM or Applied is very helpful.
• 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:

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

Personal Lines Customer Service Representative-Detroit, MI

This position, Personal Lines Customer Service Representative, is an opportunity to work for an insurance agency where you can support an existing book of business.  The agency writes all lines of property and casualty and group benefits coverage, yet still places a premium on the service given to clients in personal lines which makes this position extremely important to the fabric of its culture.  You will work in all phases of the client management process within a close knit team that prides itself on offering exceptional customer service and taking advantage of chances to write new accounts.

Personal Lines Customer Service Representative Responsibilities:

• You will be responsible for policy administration such as billing, endorsements, policy checking, binders and certificate issuance. 
• You will respond to inquiries from clients in a timely manner.
• You will prepare renewals by gathering updated information from clients, reviewing claims history, preparing submission packets, rating policies online and writing up proposals. 
• You will accept internal referrals, contact prospective candidates and work up quotes for new business sales.

Personal Lines Customer Service Representative Qualifications:

• At least 2-3 years of personal lines insurance experience with knowledge of homeowners, auto and umbrella coverage.
• Ability to step into a team with an existing workload, can handle a lot of online rating and paperless documentation and is comfortable discussing new business and closing deals.
• 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:

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

Group Benefits Account Executive-Memphis, TN

The Group Benefits Account Executive role is a blend of strategic consulting with account management responsibilities.  Our client is a large, independent insurance firm with an impeccable reputation based on the tenure and national exposure of its senior leadership. The group benefits division is such a strong portion of the agency's overall revenue that the same resources common to a consulting firm are present within this position. This position, Group Benefits Account Executive, will devote time exclusively to the agency's large group portfolio. 

Group Benefits Account Executive Responsibilities:

• Provide marketing and client services for designated prospects and clients managing the submission (RFP) process, securing information to effectively market to all carrier partners, preparing all new and renewal submissions for marketing, analyzing data, reviewing proposals, completing enrollments and implementing communication 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.
• Dive into the technical details of plan design and cost analysis when preparing to go to market or present presentations; also work after the account is on board on implementing communication strategies, enrollments and other matters related to ongoing policy administration.

Group Benefits Account Executive Requirements:

• At least (7) years of career experience in group benefits handling larger, self-funded cases as a lead client manager, consultant or Account Executive. 
• Prior experience in a client interfacing role with responsibilities for managing direct communication on escalated issues, pricing and coverage changes and enrollments.  Analytical and technically strong in self-funding, plan design and negotiations.
• Active state insurance license.
• Organized and excels at meeting deadlines; excellent communicator who can be an important liaison on business development and client service issues between producers and support staff.

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

Account Manager, Employee Benefits-Chicago, IL

This opportunity is within a fast-growing division of 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 Group Benefits Account Manager.  The ideal candidate is self-motivated, well-organized, and looking for a challenging career opportunity. 

Group Benefits Account Manager 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.

Group Benefits Account Manager Requirements:

• Bachelor's degree required.
• 3-5 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.

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

Commercial Lines Account Manager-Milwaukee, WI

This opportunity is with a large regional agency in the Milwaukee area that has an immediate need for a Commercial Lines Account Manager.  The ideal candidate will be able to jump right into the role and make an immediate impact.  Previous agency client service background would be very helpful.

Commercial Lines Account Manager Responsibilities:

• Act as first point of contact for incoming client calls regarding claims, billing, coverage questions and policy changes.
• Service clients through their policy renewals, the implementation and monitoring of comprehensive risk management strategies.
• Responsible for policy administration such as creating schedules of insurance, billing, endorsement processing, and policy checking.
• Perform a variety of relationship management activities which maintain close contact with clients and deepen the relationships including opportunities to cross sell and round out accounts.
• Assist in developing long term strategies, including evaluating risk exposures and recommending insurance solutions that meet clients' needs and protect their assets.
• Select appropriate insurance carriers based on refined knowledge of risk appetites and competitive landscape.
• Work with underwriters to obtain quotes, tailor coverage, and negotiate rates.
• Electronically file and maintain organization of client documentation and communication records in agency management system.

Commercial Lines Account Manager Requirements:

• 3-5 years of experience working with commercial lines risks, preferably in a retail agency setting.
• State insurance license required, with professional designations preferred.
• Applied Systems EPIC experience a huge plus.

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

Commercial Lines Account Manager-Denver, CO

This position, Commercial Lines Account Manager, will immediately assume an established book of property and casualty clients and require your oversight with the entire policy administration process.  The agency is a highly specialized independent firm in Denver where producers target growing accounts that often lack internal risk managers. Therefore, you and the producers are critical to guiding the insured through the annual lifecycle of their insurance program.  It allows you to be consultative with respect to risk management services, funding considerations and important renewal factors they should consider.   You will delegate simple policy management tasks to the account assistants but personally manage marketing, RFPs and ongoing account maintenance with a large concentration in casualty accounts including contractors.

Commercial Lines Account Manager Responsibilities:

• Serve as the primary client service point of contact to the insured.
• Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
• Be a resource for producers and client service colleagues concerning markets, coverage issues and claims.

Commercial Lines Account Manager Qualifications:

• At least five (5) years of client service experience with property and casualty lines.  Proficiency handling contractors and construction accounts is desirable.
• Interested in handling the service process from start to finish including gathering information, marketing and handling policy administration.
• Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation.

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

Commercial Lines Account Manager-Denver, CO

Our client is a large independent insurance agency that is looking for a Commercial Lines Account Manager to join their team in downtown Denver. They are seeking a dynamic team player that is accustomed to a fast-paced environment and able to work with internal and external partners to provide world class client service to customers and prospects alike.

Commercial Lines Account Manager Responsibilities:

• Prepare new client submissions in accordance with internal marketing standards for submission to carriers.

• Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.

• Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc.

• Review company audits for accuracy, invoice and follow up on additional premiums as required.

• Prepare renewal marketing submissions in accordance with internal renewal timelines.

• Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.

• Assist in the cross-sell and rounding out of accounts.

Commercial Lines Account Manager Requirements:

• Bachelor's degree or equivalent experience preferred.

• State Property & Casualty license required within 90 days of hire.

• 3-5 years of account management experience, preferably in a retail agency setting.

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