Group Product Subject Matter Expert-Nationwide

My client provides technology solutions, products and services for the North American insurance industry across lines of business - P&C, L&A and Health insurance. Their focus is on delivering enhanced business capabilities to their clients through a combination of world-class enterprise grade products in modern technologies (IP), implementation services and specialized IT services. They currently seek a Group Product Subject Matter Expert o provide expert input into the Sales and Marketing and Product Management of the their customer’s benefits group system.  Will be a SME on the True Group and Voluntary Benefits space and assist in their growth plans through thought-leadership, marketing and assistance with product roadmaps.

Group Product Subject Matter Expert Responsibilities:

• Apply proven deep understanding of the True Group and Voluntary Benefits market to assist the team building out the growth strategy in this market.
• Provide expertise for building requirements and PAS and Billing system development on a variety of group product types (DI (STD, LTD), CI, Accident, Dental, Vision, AD&D, Life, Hospital Indemnity, etc).
• Support the research and elaboration of product concepts. Conduct primary and secondary market / Industry research for the Group market positioning.
• Support preparation of white paper models and/or proof of concepts to elaborate product ideas or concepts.
• Drive business process improvement position statements for enhancing the value delivered to carriers through the technology & participate in industry forums/boards

Group Product Subject Matter Expert Requirements:

• Deep experience in the Group and Voluntary market
• 5+ Years of experience within a group carrier (operations or IT)
• Exposure to the full Group space value chain and some prior IT exposure
• Customer facing experience and ideally C-level interaction
• Important that this person have a solid technical product understanding. How is the product built. But also experience on the operations side. Experience with front end. Experience with enrollment companies. Understand choices carriers make in the processing of the business. Work flow. Business processing.

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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Group Benefits Sales Executive-Kansas City, MO

Our client is a large regional insurance brokerage looking to expand in their Kansas City office. They seek motivated and successful candidates currently in a sales role for a retail agency.

Group Benefits Sales Executive 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.

Group Benefits Sales Executive Requirements:

• 10+ 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:

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Four Skills that Every Account Manager Needs to Succeed

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Group Employee Benefits Team Leader-Jackson, MS

Our client is an independent insurance brokerage experiencing dynamic growth in group benefits. The agency wants to provide the best consultation and support to its clients; in order to do so the right infrastructure to handle larger accounts, service resources, workflow processes and staff training must be managed by an experienced leader. This position, Group Employee Benefits Team Leader, will oversee the agency’s support staff functions. You’ll support operations and marketing functions within the team.

Group Employee Benefits Service Supervisor Responsibilities:

• Handle important management decision making on work flow distribution, account marketing, renewal preparation procedures and how best to address personnel issues with account managers and analysts.
• Implement staff training initiatives focused on Best Practices, compliance, customer service and team building.
• Actively participate in select complex group employee benefits cases; handle some direct carrier marketing and negotiations, perform financial analysis on self-funded risks and help prepare
• RFPs and presentations.

Group Employee Benefits Team Leader Requirements:

• Bachelor’s degree is required.
• At least 5-7 years of group employee benefits career experience; retail agency background is required; at least 2-3 years of formal team leadership or management experience is also required.
• Working knowledge of group medical plans, both full funded and self-insured.
  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

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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

Group Benefits Account Manager-Jackson, MS

A knowledgeable, experienced account manager directly contributes to an insurance agency’s sales success.  Without a right hand person handling client consultation, renewals and policy administration producers would be forced into handling these items instead of being out of the office drumming up new business.  In this instance the producer you’ll support has been hugely successful in generating a significant number of new group employee benefits accounts annually.  Many clients are dealing with reform issues and renew at the beginning of the year making this need even more critical.

Group Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients managing the submission (RFP) process, securing information to effectively market to all carrier partners, preparing all new and renewal submissions for marketing, analyzing data, reviewing proposals, completing enrollments and implementing communication strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility and escalated customer service issues.

Group Benefits Account Manager Requirements:

• At least five (5) years of group health and welfare client service experience as a Benefits Account Manager, Account Executive or Benefits Consultant; consistent focus handling larger, 100+ ees account experience and strong knowledge of self-funding is required.
• Prior experience in a client interfacing role with responsibilities for managing direct communication on escalated issues, pricing, coverage changes and enrollments.
• Active state insurance license.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Group Employee Benefits Client Manager-Chicago, IL

As a Group Employee Benefits Client Manager you’ll serve as an integral part of the service process handling direct client communication, the on-boarding of new accounts and several aspects of the renewal process.   This agency’s business development process is very unique which makes this role challenging for an experienced benefits account manager.  Most important in this position is your ability to work in a fast paced environment and adapt well to changes that pop up with clients spread out across a national footprint.

Group Employee Benefits Client Manager Responsibilities:

• Serve as a strong internal resource to the sales executives who will rely on you for information pertaining to specific policies and programs, market options, pricing plans and status updates on projects.
• Work into the details of your clients’ plans with full understanding of group medical and ancillary programs, coverage gaps and challenges facing the renewal and RFP process.
• Coordinate marketing efforts with your client management colleagues in Chicago and other locations to manage workloads, vendor relationships and mentorship of junior associates.

Group Employee Benefits Client Manager Requirements:

• At least four (4) years of retail agency experience in a similar account management role; more is desirable as the company has a very active workload of self-funded accounts.  An individual with senior account management experience in plan design, underwriting calculations, rate structures, funding alternatives and compliance can be a great match for this role.
• The agency offers career advancement to its successful employees and therefore looks for a similar track record of upward mobility, continuing education, and advancement from applicants.
• State insurance license.

*Salary plus bonus opportunity and full benefits are available.  This is not a high travel position.

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:

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Group Employee Benefits Producer-Houston, TX

Our client is an independent insurance agency with unique growth opportunities in its Houston office. For the company to achieve its growth vision employee benefits must play a more balanced revenue role than it does today.  In some respects this is an expansion position; a terrific opportunity for a producer with validated experience to be locally rooted and focused on personal production but with a greater department goal in mind.  Your ability to propel the agency’s benefits division forward will open doors for you to play a bigger part in strategic decisions including how and with whom the sales team grows, how resources are positions and what marketing programs are instituted.

Group Employee Benefits Producer Responsibilities:

• Organically develop a personal book of group employee benefits; though internal cross sale opportunities are available its important you’re less reliant on these types of leads being how benefits business is written.  What is most ideal is that the perception of the benefits team changes because of your door opening abilities meaning the P&C team could benefit from leads through your client base as much as the reverse could be true.  To do so means you have established business ties locally and in other parts of Texas (including Dallas) and along the Gulf South into Florida.
• Play an active role in ongoing client consulting ranging from participation renewal management to involvement in technology integration, compliance, enrollments and account rounding.

Group Employee Benefits Producer Requirements:

• Bachelor’s degree.
• At least five (5) years of group employee benefits sales experience with an agency or broker where you’re directly prospecting to the insured.
• Active state insurance license.
• Familiarity with the regional insurance market; natural networks and existing business contacts is an ideal starting point to beginning in this role.

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:

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Group Employee Benefits Producer-Columbus, OH

Our client has been in the risk management business for over fifty years. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They seek an experienced group employee benefits producer to join their team. This position will immediately impact the agency through new business production. The focus of this position will be larger, more complex accounts needing creative administrative and program resources with 200-2,000 employees.

Group Employee Benefits Producer Responsibilities:

• Establish a three year business development plan targeting accounts within your personal network along with capitalizing on cross selling opportunities with the agency’s commercial lines team.
• With Columbus as a home base you’ll identify target markets outside of Ohio to expand the agency’s sales footprint; this can include other in-state markets or regional opportunities with mid-sized, self-funded business.
• Explore leadership opportunities either through staff mentoring, agency branding through community involvement or program design with the home office.

Group Employee Benefits Producer Qualifications:

• At least five (five) years of experience as a group employee benefits producer for a regional agency or national brokerage.
• Must offer sales experience with large, 100+ lives accounts; self-funding design and implementation is important.

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:

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