Showing posts with label construction. Show all posts
Showing posts with label construction. Show all posts

Monday, May 11, 2015

Commercial Lines Account Executive - Minneapolis, MN

The Commercial Lines Account Executive is critical to this onboarding of large account new business and the strategic retention of existing clients.  Working alongside senior producers, you’ll quarterback the entire service process relying on an account management team for policy administration, stepping in as needed on those items of critical service importance, negotiating underwriting terms and directly consulting with insureds throughout the year.   The agency is growing and has two positions available, one that will exclusively support a large book of construction business.  The other position is generalists handling a variety of accounts in heavy industrial, transportation, education and captives. 

Commercial Lines Account Executive Responsibilities
  • Assist producers in the preparation of new business and renewal submissions, including gathering and organizing information required.  Follow up with underwriters on submissions and negotiate premium and coverage with insurance carriers.
  • Evaluate quotes for compliance with requested coverages and client needs.  Compare quote options from various carriers and look for deficiencies in quotes and 'subject to' requirements. Review applications, policies, endorsements, audits, and cancellations for accuracy and invoice all premium-bearing transactions on a timely basis.
  • Communicate with clients and companies regarding insurance, claims, or administrative problems and complies with the request and/or refers to the producer when necessary.


Commercial Lines Account Executive Requirements
  • At least 5-7 years of senior commercial account management or account executive level work for a retail insurance agency and/or insurance brokerage.  Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
  • Broad property and casualty coverage exposure; large account, risk management sized business is required.  Proficiency with contract review (particularly surety and indemnity clauses for construction accounts is desired).  Additional lines such as: workers compensation rating and regulations, General Liability, layered property, alternative funding (including captives), commercial auto (including transportation/trucking), public entities and schools.
  • State insurance license is required.  Insurance designation like CIC, ARM or CPCU is helpful but not required.


Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@csgrecruiting.com
Phone: 515-987-0242 ext. 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Thursday, May 15, 2014

Surety Account Manager - Denver, CO

The role of Surety Account Manager for this independent agency in Denver will be to support the existing contract and commercial surety book of business within the firm.  The organization has a rich history of insuring large construction firms, so you will be responsible for ensuring the bond programs available to this clients is current and appropriate based on their financial needs.  You'll work alongside the sales and client service teams to identify trends and marketing options that are available in the industry. 

Surety Account Manager Responsibilities
Manage the administration of all the agency's surety accounts, both contract and commercial bonds.
Work closely with insurance companies on pre-underwriting, marketing and binding.
Handle daily policy administration including correspondence with clients on billing and renewals.

Surety Account Manager Requirements
Approximately 3-5 years of experience working with contract bonds as an insurance agency account manager or for an insurance company as an underwriter.  Exposure to several types of bonds, contract and commercial is helpful, including bid bonds, performance bonds and miscellaneous bonds.

Proficient with online rating, Microsoft Word and Excel.
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:








Monday, March 10, 2014

Insurance Agency Leadership Opportunities Coast to Coast

Hi There!  I’m working on several  leadership opportunities with well-respected agencies and brokers across the United States.  Please take a look below and reach out if you have any interest or questions!  Please feel free to pass along to anyone that might be interested. 


Leading the branding and development of an insurance agency’s region is a job for an accomplished leader with his or her pulse on sales, marketing and business development that helps make any retailer successful but in this case taking into consideration the unique factors in leading the charge for the state of Alabama.  This is a terrific opportunity for a senior commercial lines professional who has built a successful career on the broker side and wants to continue on in a leadership role for a thriving firm with significant growth plans.

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.  It’s 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.

The Director of Commercial Lines Operations will have significant influence in the development of this firm's risk management infrastructure. Specifically, this is a leadership role that will help the agency achieve its long term growth goals by advancing the mission and objectives of the property and casualty team. You'll be active in marketing and client service management as well as streamlining the way sales and service personnel work together. This is a tremendous leadership opportunity for an experienced commercial lines insurance executive who has dealt with retail agency transformation initiatives before. 

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.

The Vice President of Recruiting will responsible for the execution of growth initiatives to increase its group of affiliated members within the life and financial services practice. This is an organization has a national consulting platform for insurance, benefits and wealth management services distributed through retail agencies and broker/dealers.  This role will coordinate efforts alongside the leadership team and outside partners to source, analyze and ultimately secure new group's for the company's life insurance advisor network.

Our client is a regional insurance agency who is actively looking for someone to manage a mid-sized team of commercial lines Customer Service Representatives, Account Managers, and Supervisors.  The ideal candidate will have current experience overseeing a team to execute team goals, professional development, and daily service process and procedure.

Our client is a large regional agency in the greater Boston area that is actively seeking a Commercial Lines Manager to oversee their service staff and operations.  This is a critical leadership role as you will develop, lead, and manage the service team to ensure client satisfaction and retention while meeting the agency’s overall goals and objectives.

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.


This position is so all-encompassing that monikers like Sales and Marketing Leader, General Manager and Operations Officer could very easily follow this position’s Executive Vice President header.  This is a newly create role for an independent agency positioning itself for future growth through the addition of an experienced insurance executive.  Success in this position is determined when the agency achieves its growth and profitability goals through the big and little projects a great behind-the-scenes leader tackles.  In this role you’ll manage the agency’s administration, finances and all other units underneath the operations banner as well as branding, marketing and be closely tied to the sales team.

The Commercial Lines Director role will start up a property and casualty division from the ground floor for a retail agency in Austin.  The firm is well capitalized with a current portfolio that includes traditional insurance revenue and diversified, non-insurance business holdings.  Commercial insurance will be the main focus of the agency’s growth strategy moving forward, so its incumbent upon the person in the leadership role to develop and execute the successful launch of the practice.  Over time as the commercial division grows your role could be more heavily slanted towards management, but in the first few years of development the revenue needed to create the practice will come through your ability to sell.


In this role you will be responsible for management of the company's litigation and its communication with insurance regulators and for providing legal support to the company's new business, policyholder resolution, agency services, suitability, compliance, and marketing areas.  It is an exciting opportunity to work with the EVP, General Counsel to shape the legal department of a vibrant, growing insurance company in the Midwest.


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:










Wednesday, March 5, 2014

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:











Friday, February 28, 2014

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:











Thursday, February 20, 2014

Vice President, Account Executive, Construction-Oklahoma City, OK

With a strong reputation for client service and program innovation our client has a unique opportunity in its commercial insurance practice. This level of account executive position is a senior strategist in a broker model that allows AEs to have influence in program design, sales and marketing with the support of product savvy account managers.  This position, Construction Account Executive, will support a significant part of the Oklahoma City’s commercial practice since many large, Fortune 1000 insureds have ongoing construction projects and builders risk concerns.  Additionally, your presence as a construction expert will allow the firm’s producers access to a new product expert.  It will allow them to seek out more business development opportunities within the construction industry that are currently untapped.

Vice President, Account Executive, Construction Responsibilities:
  • Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
  • Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
  • Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
  • Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
  • Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
  • Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.

Vice President, Account Executive, Construction Requirements:
  • Bachelor’s degree is highly preferred with at least 7-10 years of risk management consulting and client management on large, complex risk management accounts within a consulting firm or large insurance brokerage.
  • Background must be heavily weighted in marketing and placement of construction and builders risk policies; program design, company negotiations and balancing new and renewal solutions has been a major component of running your book of business.
  • Exhibit leadership skills akin to mentoring and training staff, running point on new accounts, handling escalated account issues and resolving disputes with insurers.
  • 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:










Tuesday, February 18, 2014

Vice President, Account Executive, Construction-Oklahoma City, OK

With a strong reputation for client service and program innovation our client has a unique opportunity in its commercial insurance practice. This level of account executive position is a senior strategist in a broker model that allows AEs to have influence in program design, sales and marketing with the support of product savvy account managers.  This position, Construction Account Executive, will support a significant part of the Oklahoma City’s commercial practice since many large, Fortune 1000 insureds have ongoing construction projects and builders risk concerns.  Additionally, your presence as a construction expert will allow the firm’s producers access to a new product expert.  It will allow them to seek out more business development opportunities within the construction industry that are currently untapped.

Vice President, Account Executive, Construction Responsibilities:
  • Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
  • Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
  • Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
  • Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
  • Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
  • Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.

Vice President, Account Executive, Construction Requirements:
  • Bachelor’s degree is highly preferred with at least 7-10 years of risk management consulting and client management on large, complex risk management accounts within a consulting firm or large insurance brokerage.
  • Background must be heavily weighted in marketing and placement of construction and builders risk policies; program design, company negotiations and balancing new and renewal solutions has been a major component of running your book of business.
  • Exhibit leadership skills akin to mentoring and training staff, running point on new accounts, handling escalated account issues and resolving disputes with insurers.
  • 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: