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.

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

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Commercial Lines Account Manager-Chicago, IL

This independent agency in Chicago is seeking a new Commercial Lines Account Manager to immediately provide policy administration support.  The agency has doubled in size over the past five years.  With this growth comes the need for an accomplished property and casualty technician to support the backroom servicing of accounts.

   
Commercial Lines Account Manager Responsibilities:

• Assist the producer in managing existing clients, both cultivating relationships with insureds but also taking on most of the daily service requirements.
• Gathering and analyzing information for renewals; complete applications, prepare submissions, handle online rating and prepare proposals. 
• Promptly reply to insureds with coverage and billing questions; complete certificate requests; review client contracts.

Commercial Lines Account Manager Requirements:

• At least two (2) years of property and casualty insurance experience in a customer service role. 
• Strong attention to detail; highly organized; proficiency with Microsoft Office (Excel and Word).

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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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 Lines Account Manager-Chicago, IL

Stepping into this Senior Commercial Lines Account Manager role means you're already towards the upper end of this independent agency's client service structure but with still plenty of room for growth.  The agency needs an accomplished client manager who is capable of immediately handling a large, middle market book with at least 40-50 key accounts.  There isn't a lot of segmentation of roles, so this position oversees the execution of all administration, from policy management to marketing and consulting and delegates the more transactional matters to the account representatives.  Its a big role but with a strong organization that puts successful account managers in line for promotions to the account executive level.

Senior Commercial Lines Account Manager Responsibilities:

• Work closely with a team of junior, support associates to handle the onboarding of new accounts and prepare renewals.  This includes your oversight of information gathering, meeting submission deadlines, maintaining accurate files (and completed applications) and analyzing claims and loss control data.
• Help coordinate marketing efforts including selection of markets to work with on a renewal case, manage expectations for coverage and pricing with underwriters, and communicate back to the producer on anticipated results for RFPs.
• Participate in policy administration including policy review, endorsements, audits, contracts, surplus lines, service requests, binders, billing and cancellations.

Senior Commercial Lines Account Manager Requirements:

• Bachelor's degree is required.
• At least five (5) years of similar experience at a senior commercial account manager or account executive level for a retail insurance agency.
• State insurance license.
• Possess leadership abilities within a service team to help guide the flow of responsibilities, take action on complex and escalated issues, execute client service plans and assume a large case load of middle market accounts within varied industries.

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

Director, Select Business Insurance Division-Little Rock, AR

The Director of Select Business Insurance is a newly created role designed to parcel out this large, multi-state brokerage's small business accounts from its middle market portfolio.  In order for the company to achieve its growth goals there must be uniform segmentation of business with a formalized brand, marketing and distribution management strategy in place for commercial accounts that generate under $50,000 in premium.  An accomplished commercial insurance leader with knowledge of agency infrastructure and operations to manage this type of business unit is needed to fill these important shoes.  This position will become the model by which the other area regions of the firm will build out its small business platform.

Director, Select Business Insurance Division Responsibilities:

• Reporting to the CEO, you're responsible for creating and implementing an operations strategy for centralizing several million dollars in current small business revenue.  Dispersed throughout multiple branch offices, you'll work with state leaders and division managers to migrate the current business into the new operating platform.  Meet efficiency, procedure and revenue goals to support profitability and growth for the larger insurance region your team is within.
• Establish a select business brand that outlines a sales strategy, defining and capturing key accounts that fit within the division, sales training and customer service standards.  Create cross functional relationships with claims, marketing na dother division to drive sales and increase retention. 
• Participate in leadership discussions related to market penetration, communications and marketing strategies, Best Practices, workflows and acquisition opportunities that interrelate between small business and middle market commercial brokerage.

Director, Select Business Insurance Division Requirements:

• At leats ten (10) years of property and casualty experience with influence over business development, marketing and operations. 
• Most important is the exposure to the business of running retail agency operations. 
• Must have an understanding of the carrier/underwriting relationships, processes and procedures, platforms and efficiencies of how select/program business is segmented and profitable for retail brokerages.

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 Producer-Central PA

The Senior Commercial Producer role is a very special position carved out by this independent agency to satisfy top line growth goals, future perpetuation and the rebranding of its construction unit.  Rooted in central Pennsylvania, this firm has its arms outstretched much farther than the local economy with its producers maintaining established books of business, many built around legacy construction accounts, into surrounding states. All the construction focused resources are in place; now it’s just a matter of finding a strong sales executive as the face of new growth in the practice. 

This opportunity isn't exclusively for individuals already concentrating on construction accounts. Rather, if you're keen on specializing in a particular niche and see how opportunities in construction can be quite lucrative, particularly with strong resources behind you, then the agency will help you make the transition to this exclusive platform.


Senior Commercial Producer, Construction Responsibilities:

• You will actively seek new business through a variety of successful methods while also being involved in ongoing account consultation and retention.
• You will be required to meet face-to-face to qualify prospects, tailor the program to their specific operations and arrange for appropriate claims and loss control services.
• You can access the company's full resources to identify new business but ultimately will be responsible for the complete sales cycle including lead generation, marketing oversight, closing negotiations and implementing a customer service plan.
• You'll will provide financial analysis and make recommendations to the insured for the bond risk management plan.

Senior Commercial Producer, Construction Qualifications:

• Bachelor's degree and active state P&C license are required.
• History of consistent sales performance with commercial lines accounts in the middle market space, $15k-$250k revenue accounts where you're consulting with executive level contacts and businesses that more than likely do not have in-house risk managers.
• Articulate, driven, and well educated with the desire for resources and mentorship from an agency to build a sustainable insurance career. 

Compensation is commensurate with experience and provides a base salary with additional commissions on annual new business revenue.

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

Director, Select Business Insurance Division-Little Rock, AR

The Director of Select Business Insurance is a newly created role designed to parcel out this large, multi-state brokerage's small business accounts from its middle market portfolio.  In order for the company to achieve its growth goals there must be uniform segmentation of business with a formalized brand, marketing and distribution management strategy in place for commercial accounts that generate under $50,000 in premium.  An accomplished commercial insurance leader with knowledge of agency infrastructure and operations to manage this type of business unit is needed to fill these important shoes.  This position will become the model by which the other area regions of the firm will build out its small business platform.

Director, Select Business Insurance Division Responsibilities:

• Reporting to the CEO, you're responsible for creating and implementing an operations strategy for centralizing several million dollars in current small business revenue.  Dispersed throughout multiple branch offices, you'll work with state leaders and division managers to migrate the current business into the new operating platform.  Meet efficiency, procedure and revenue goals to support profitability and growth for the larger insurance region your team is within.
• Establish a select business brand that outlines a sales strategy, defining and capturing key accounts that fit within the division, sales training and customer service standards.  Create cross functional relationships with claims, marketing na dother division to drive sales and increase retention. 
• Participate in leadership discussions related to market penetration, communications and marketing strategies, Best Practices, workflows and acquisition opportunities that interrelate between small business and middle market commercial brokerage.

Director, Select Business Insurance Division Requirements:

• At leats ten (10) years of property and casualty experience with influence over business development, marketing and operations. 
• Most important is the exposure to the business of running retail agency operations. 
• Must have an understanding of the carrier/underwriting relationships, processes and procedures, platforms and efficiencies of how select/program business is segmented and profitable for retail brokerages.

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 Producer, Construction-Lancaster, PA

The Senior Commercial Producer role is a very special position carved out by this independent agency to satisfy top line growth goals, future perpetuation and the rebranding of its construction unit.  Rooted in central Pennsylvania, this firm has its arms outstretched much farther than the local economy with its producers maintaining established books of business, many built around legacy construction accounts, into surrounding states. All the construction focused resources are in place; now it’s just a matter of finding a strong sales executive as the face of new growth in the practice.

This opportunity isn't exclusively for individuals already concentrating on construction accounts. Rather, if you're keen on specializing in a particular niche and see how opportunities in construction can be quite lucrative, particularly with strong resources behind you, then the agency will help you make the transition to this exclusive platform.

Senior Commercial Producer, Construction Responsibilities:

• You will actively seek new business through a variety of successful methods while also being involved in ongoing account consultation and retention.
• You will be required to meet face-to-face to qualify prospects, tailor the program to their specific operations and arrange for appropriate claims and loss control services.
• You can access the company's full resources to identify new business but ultimately will be responsible for the complete sales cycle including lead generation, marketing oversight, closing negotiations and implementing a customer service plan.
• You'll will provide financial analysis and make recommendations to the insured for the bond risk management plan.

Senior Commercial Producer, Construction Qualifications:

• Bachelor's degree and active state P&C license are required.
• History of consistent sales performance with commercial lines accounts in the middle market space, $15k-$250k revenue accounts where you're consulting with executive level contacts and businesses that more than likely do not have in-house risk managers.
• Articulate, driven, and well educated with the desire for resources and mentorship from an agency to build a sustainable insurance career. 

Compensation is commensurate with experience and provides a base salary with additional commissions on annual new business revenue.

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 Executive, Team Leader-Houston, TX

The Commercial Lines Account Executive, Team Leader is a vital part of the strategic growth  plans this Houston based agency has put in place.  Paired with a new sales team, you'll be the technical resource for producers who are running hard and fast to originate new business.  To keep up with their business development goals they need a strong partner who is the subject matter expert on property and casualty programs and will work directly with clients to execute most of the client service commitments.  The agency expects this person to also provide team leadership over the account managers who are excited about the growth and changes but need more senior level direction to stay organized, manage workflows and define roles. 

Commercial Lines Account Executive, Team Leader Responsibilities:

• You'll be most involved in strategic program and plan design; the true marketing function of obtaining competitive and unique risk management options for clients.  The producer will give you full authority to select which insurance companies you want to do business with and negotiate terms in the best interest of the client.  You'll put those results together in proposals and presentations as well as help design the client service plans.
• Play a key role in ongoing client service management.  Provide direction to the account management team. Respond to requests from insureds throughout the year.  Keep tabs on changes to risk, exposure and level of satisfaction with the agency's service offerings.  Make introductions to value added services the client may want pertaining to claims and loss control.   Work through escalated customer service issues, workflow and processes and procedures to keep the service and marketing functions running smoothly. 

Commercial Lines Account Executive, Team Leader Requirements:

• Bachelor's degree is required.
• At least five (5) years of senior commercial lines account management and/or account executive experience; demonstrated team leadership is a must.  Prior involvement in the sales process is critical.
• Emphasis must be in the placement and technical management of larger commercial accounts as well as fulfilling client service plans through your personal work alongside insureds (handling review meetings, recommending coverage enhancements and making presentations).
• Can accept the responsibilities of being a leader within a client service team.  This includes experience managing problems with current accounts, determining correction action and bringing team members into the process of client advocacy and support.
• 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

Commercial Lines Account Executive-Northfield, IL

As a Commercial Lines Account Executive you'll be asked to immediately assume a large book of complex middle market and risk management accounts.  This is an insurance firm with a national business development platform and derives business from a variety of industries that you'll touch such as healthcare, manufacturing, real estate and private equity relationships.  You need to be a capable, accomplished client consultant who understands the ins and outs of managing expectations and keeping service items on tasks.  As the company so can this role into roles that are even more involved in the sales and marketing process.  This account executive role is at present a true blend of critical account management work with constant client interaction.

 

Commercial Lines Account Executive Responsibilities:

• First and foremost you're the lead client service contact on a generalist book of property and casualty business; this involves upper middle market and risk management accounts that easily generate $20k-$75k in agency commission.
• Prepare submissions, negotiate rates and select underwriting partners based on your analysis for marketing of prospects and current accounts; familiarity with the nuances of rating with national and regional carriers and quickly providing solutions for coverage changes, add ons, etc. is important.
• Step in where needed to the ebb and flow of policy administration taking care of what needs to be done from a policy checking, billing, claims review and endorsement standpoint.

Commercial Lines Account Executive Requirements:

• At least five (5) years of similar account management or Account Executive experience with strong technical knowledge of complex property and casualty accounts along with the ability to manage client relationships through on-site visits, policy reviews and proposal presentations.
• Active state insurance license.
• Experience with package policies involving work comp, property, general liability and commercial auto coverage.
• Strong oral and written communication; working knowledge of Microsoft and agency management systems like TAM and Applied; experience with paperless office systems is helpful.

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