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.

AVP, Commercial Lines Service and Operations Team Leader - Los Angeles, CA

The Assistant Vice President position is a unique role that is being newly created to help support the growing infrastructure in the commercial lines division.  Up to this point the insurance agency's client service team has been overseen through a combination of department managers and executive officers.  This role is the perfect opportunity for an experienced property and casualty insurance professional who possesses a strong account executive background to spend more of their time incorporating management and operational responsibilities.  It’s the perfect blend of continuing to maintain touch with clients as a consultant while also working on staff development, infrastructure, workflows and best practices that need a coordinator behind the scenes to build a great team.

Assistant Vice President, Commercial Lines Service and Operations Team Leader Responsibilities:
Client Service- Involvement in the strategic design and onboarding of new accounts and renewing existing clients. Handle aspects of plan review, submission compilation, marketing, underwriting negotiations, preparing presentations and executing written service plans.  Oversee staff involved in policy administration and general client communication.
Team Leader- Work on initiatives with the management team regarding organizational development, team efficiencies, training and employee development.  Foster a strong team based culture and handle formal supervisory duties including decisions related to hiring, performance review, team alignment and assignment of accounts. 
Marketing and Operations- Develop relationships with key underwriting partners.  Be a liaison on carrier meetings, training sessions, seminars and events.  Be a resource on administrator needs for online rating, setting up new program partnerships and bringing the group together on new placement initiatives.  Serve as the centralized information source on general office duties like aged receivables, system quality checks, audits and departmental objectives.
Assistant Vice President, Commercial Lines Service and Operations Leader Requirements:
At least 5-7 years of senior property and casualty account executive experience.  Strong commercial coverage expertise is required.
Prior supervisory and/or management experience is required.  This can range from troubleshoot general administrative and operational duties within an agency's service team to having account managers report to you where handle performance issues, team building strategies and so on.

Leadership style must be as a consensus builder. Possess finesse and objectivity with soft people skills while still remaining organized and on task with meeting goals. Unafraid of taking on new challenges and projects.

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 Client Service Operations Leader - Atlanta, GA

The Client Service Operations Leader is a multi-faceted role that may still be developed around the unique skill set an individual brings to the table.  The insurance brokerage's Atlanta operations are led by the joint efforts of this person who oversees all client management teams and the sales leader who manages business development.  The one aspect that is critical to begin defining this role is prior team leadership experience within an insurance agency so that you can make a more immediate impact tackling projects related to portfolio management, client retention, workflows and general operational strategies.  

Client Service Operations Leader Responsibilities
Leadership- Be involved in employee management and Human Resources functions including recruiting, training and staff development.  Institute policies concerning workplace protocol, set performance guidelines and accountability measures and  review hiring procedures.  Could involve budge preparation, market development and company branding.
Operations- Participate in the planning and execution of the company's business initiatives. Can include working with the sales and service unit managers on assignment of teams.  Can include implementation of new technologies to more efficiently track data and achieve client service goals.  May also focus on internal review of policies and procedures- audits, best practices, compliance and reporting. 
Company leadership- Work closely with the executive team on a host of leadership duties.  This can include fostering an environment of continual improvement, identifying corporate communication strategies, forecasting long range company plans, managing certain financials, establishing internal meetings and attending industry events as a representative of the firm.
Client Service Operations Leader Requirements
At least 7-10 years of property and casualty insurance experience; retail agency experience is required.  Must have client service team leadership experience.

Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology utilization.

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 Marketing Specialist - New Orleans, LA

The function of a Commercial Marketing Specialist is to provide underwriting support as well as program design and market knowledge to the sales and service teams within this independent insurance brokerage.  When utilized to its fullest extent a centralized marketing team incredibly beneficial to the due diligence process with large, complex and unusual cases.  It also brings a level of sophistication and support the producers and client management team can lean on during very active renewal seasons.

Commercial Marketing Specialist Responsibilities
Responsible for the effective marketing of property and casualty accounts to companies and brokers in accordance with the practices, policies and procedures of the agency.
Market all lines of commercial insurance and directly impact revenue goals through the speed and efficiency at which you work with the intention securing a speedy turnaround with competitive rates and terms. 
Pre-underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures; complete applications, analyze loss information, etc.
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 sound negotiations.

Commercial Marketing Specialist Requirements
Bachelor's degree preferred.
At least five (5) years of commercial insurance experience heavily involved in marketing, account placement and carrier relationship building.
Specific industry expertise isn't required though a lot of these accounts are industrial based like in manufacturing, construction, oil and gas and professional lines.  Broad knowledge of property and casualty plans is required.
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

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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 Producer - Chicago, IL

Our client is a well-established independent agency who has primarily focused on employee benefits for more than twenty years.  They are seeking a dynamic Commercial Lines Producer to open a Property & Casualty division for them this year.  It represents a ground floor opportunity to build out the entire infrastructure and capitalize on tremendous cross-selling opportunities.  The ideal candidate will be a strong technical producer, along with showing a consistent track record of sales success.

Commercial Lines 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.
Cross-selling additional lines of coverage to round out accounts.

Up-sell and renew existing clients with additional products and services.

Commercial Lines Producer Requirements

5-7 years of experience working in an independent agency setting.

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

Commercial Lines Underwriting Manager-Madison, WI

For over a 100 years our client has come to stand for excellence through steady growth and financial stability. They have been rated A (Excellent) or better by A.M. Best. Their specialty division focuses on market segments and situations many other carriers don’t want to insure. These include child care centers, beauty salons, fitness centers, YMCAs, and pest control companies. This specialty division currently offers an opportunity to join their underwriting team in a leadership position.

Commercial Lines Underwriting Manager Responsibilities:

• Develop and continually improve the underwriting quality and marketing talents of underwriting team including underwriters, associate underwriters and assistant underwriters.
• Conduct file review and re-underwriting projects.
• Develop the underwriting staff and attain underwriting profit and written premium goals.
• Handle accounts exceeding underwriter authority.
• Effectively deliver leadership initiatives.
• Responsible for the selection and training of new associates in the department, as well as all supervisory activity for the assigned group, including performance management, salary administration and career development plans.

Commercial Lines Underwriting Manager Requirements:

• Bachelor’s degree in Business, Insurance or related field
• Completion of Associate in Underwriting program and CPCU designation
• 5 to7 or more years of experience in commercial middle market underwriting
• 2 to 3 or more years in underwriting leadership with proven leadership skills, with the ability to coach, mentor and develop others
• Analytical skills
• Verbal and written communication skills

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

Marketing Specialist, Commercial Lines-San Antonio, TX

Our client is a large regional agency who is growing and currently looking for a commercial lines Marketing Specialist in their San Antonio 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.  In this role you will be responsible for the planning and implementation of sales, marketing, and product development programs, both short and long range, targeted toward existing and new markets.

Marketing Specialist, Commercial Lines Responsibilities:

• Develop and implement strategic marketing plans and sales plans and forecasts to achieve corporate objectives for products and services.
• Develop and manage sales/marketing operating budgets – analyze and control expenditures of division to conform to budgetary requirements.
• Plan and oversee advertising and promotion activities including print, online, electronic media, and direct mail.
• Achieve satisfactory profit/loss ratio and market share in relation to preset standards and industry and economic trends.
• Ensure effective control of marketing results and take corrective action to guarantee that achievement of marketing objectives falls within designated budgets.
• Oversee and evaluate market research and adjust marketing strategy to meet changing market and competitive conditions.
• Monitor competitor products, sales, and marketing activities.
• Establish and maintain relationships with industry influencers and key strategic partners.
• Preparation of marketing activity reports and present to executive management.
• Meet with key clients, assisting sales representatives with maintaining relationships and negotiating and closing deals.
• Direct product research and development.
• Assist other departments within organization to prepare manuals and technical publications.

 Marketing Specialist, Commercial Lines Requirements:

• Bachelor’s degree required.
• 10+ years of marketing or commercial lines underwriting experience.
• Intermediate to advanced level of Microsoft Office Suite.
• Construction niche preferred with accounts > $100,000 in premium.

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