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

Commercial Lines Wholesale Marketing Representative - Atlanta, GA, Nashville, TN, Birmingham, AL, Chicago, IL

As a Commercial Lines Marketing Representative for this wholesale insurance broker you will concentrate on increasing business development opportunities for the company within a network of established independent agencies appointed throughout the country. More specifically, however, your focus will be carving out untapped sources of revenue within larger regional agency clients in area like Chicago, Nashville, Dallas and Atlanta. This role borrows elements from a true wholesale broker position with those an account representative and marketing specialist has within a Managing General Agency.

Commercial Lines Marketing Representative Responsibilities
Develop an action plan that targets retail agencies writing excess and surplus lines business. These might be dormant relationships you need to reactivate or accounts currently placing some business with the company but you know there is much more to be captured.
Identify with agency partners who are more niche focused; carve out those niches and work within your team to develop specializations and programs that meet the unique needs of the market.
Work closely with underwriters on critical cases. These can be new ones that are deals important to getting premium on the books or cases you know must be retained but need creative ways to keeping the business with your company.
Commercial Lines Marketing Representative
At least four (4) years of commercial marketing, production underwriting or wholesale brokerage experience where you've worked directly with retail agencies to drive business opportunities to you. Prior work with excess and surplus lines products is helpful.

Able to create and execute a business development plan that focuses on a combination of cold calling and referral management; travel to meet with retail agencies and discuss ways to improve or enhance service and program offerings. 

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 Client Service Manager - Indianapolis, IN

This is an opportunity for a candidate who has extensive technical knowledge in the insurance industry and is looking to take their career to the next level.  Or perhaps an individual currently in management, but looking for a new challenge.  Our client is a dynamic retail agency that is looking for a true leader to oversee client retention and employee development.

Employee Benefits Client Service Manager Responsibilities

Develop, enhance, and solidify client relationships by implementing and monitoring best practices and setting clear expectations and timelines.

Responsible for carrier management and contracts.

Assist in performance evaluation process for the team.

Coordinate and implement training programs.

Lead the department cross-selling efforts, including account rounding.

Carry out strategic initiatives, marketing, client advocacy, and client presentations.

Employee Benefits Client Service Manager Requirements

8-10 years of industry experience, preferably in a retail agency or brokerage setting.

Previous management experience required.

State Life & Health license required.

Additional professional designations such as REBC, RHU, and CEBS a 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

Senior Benefits Consultant and Regional Leader - Dallas, TX

The combination of perks within this role, Vice President, Team Leader and Strategic Benefits Consultant, is very rare to find in an available position at this level. What makes this role so compelling is the starting point you'll come in at.  You will join this firm as the senior practice leader and be directly responsible for the retention, consulting and maturation of a $3MM-$4MM book of business.  This practice is anchored by large, Fortune 100 accounts that will look to you and your team for guidance on strategy, governance, plan design and advocacy on complex group life and health plans. 
Is this a sales role?  It can be particularly if your strengths are in business development however the fact that the current practice is so large is enough for the firm to recognize a true consultant and managing leader is just as valuable to retention and growth as someone who can originate new business.  The key to successfully taking on this challenge is being experienced, very aware of the self-insured challenges of big corporations and having the emotional intelligence to navigate the waters of retaining and servicing key legacy accounts.

Vice President, Senior Benefits Consultant and Regional Leader Responsibilities:
Serve as the primary point of contact for all of the existing accounts in this practice. As the leader, you'll create and present on solutions and valuable resources the firm can provide to national accounts. You will be an integral part of managing the strategy behind the agency's client service platform. Its important that you offer excellent subject matter expertise regarding plan design for self-funded cases, healthcare reform, compliance and other fiduciary oversight.  Additionally, you know how to pull in the appropriate resources at your disposal from compliance and actuarial to wellness, underwriting and account management.
Take the lead on presentations with clients with clear articulation on the firm's value proposition, contributions and accountability you will oversee to ensure a strong business partnership.  Throughout the yearly cycle be involved in escalated client issues, work with Account Executives to manage project plans and build strong alliances with key insurance company and vendor partners.
Work to develop additional business and bring in additional lines of revenue through various plans, fee based services or simply identifying new clients.  The scope of your platform will be national but with a strong concentration in Texas and the Mid-South.


Vice President, Senior Benefits Consultant and Regional Leader Qualifications:
At least ten (10) years of client relationship management, business development and group health consulting experience within an insurance brokerage. 

History of successfully creating business opportunities through the use of multiple practice disciplines include health and welfare, compensation, communication, integrated wellness programs, qualified plans, voluntary benefits and Human Resources consulting.
Active state insurance license.
Exceptional team leadership skills and strategic plan design and management background. Can quarterback channel partnership for the development of middle market and national business.  Can develop sales and marketing plans as well as lead your Account Executive team with guidance and mentoring.

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

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:

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 Managing Producer - Atlanta, GA

Our client is a growing regional agency in the Atlanta market that is aggressively looking to add a Managing Producer, Employee Benefits to staff in the near future. The ideal candidate is going to be very entrepreneurial and able to get their hands dirty at the outset of a new business development campaign.  There will be an ability to cross sell with existing accounts and work with a team approach to building a burgeoning pipeline.    

Managing Producer, Employee Benefits 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.

Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.

Managing Producer, Employee Benefits Requirements

8-10 years of experience working in an independent agency with proven track record of success in both sales and sales management.
Ability to transfer existing book of business a plus -- willing to purchase the book when possible.


Must possess applicable state insurance license, with additional professional designations a 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

Senior Commercial Marketer Oil and Gas/Energy - Baton Rouge, LA

For most insurance agencies the collaboration between marketing and sales is critical to ensuring the successful acquisition of large risk management accounts. This position, Senior Commercial Marketer, is needed not only because the agency desires an experienced presence to support one of its biggest regions but also because of its ongoing specialization in energy risks.  It will immediately tackle a large book of new and renewal business with alternative funding, loss sensitive accounts, many of which are also oil and gas related. Because of the immediate impact this position makes in the Baton Rouge team the agency requires an individual with strong placement and negotiation experience.  Its very conceivable for an individual with the right senior experience this role will be in a position to take on leadership duties that over time may include strategic department design, workflow improvements and staffing initiatives.

Senior Commercial Marketer Responsibilities
Responsible for the effective marketing of insurance risks to companies in accordance with the practices, policies and procedures of the agency.  The majority of accounts will be energy and oil and gas related in south Louisiana and along the Gulf Coast.
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.

Senior Commercial Marketer Requirements
At least five (5) years of commercial insurance experience heavily involved in placement of business and pricing negotiations; since agency experience is required individuals who have gained this experience as a producer, senior account manager, account executive or marketing specialist will be strongly considered.
Large account, loss sensitive rating and proposal experience.  Specific industry expertise in oil and gas is extremely helpful.  However, in general broad property and casualty knowledge along with existing underwriting relationships for business in south Louisiana is more important even if this were in other industrial sectors. 
Excellent presentation skills; comfortable being out of the office with the sales team to discuss coverage plans with clients.

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