Director, CQI-Dallas, TX

We seek an individual with strong project/program management skills.  The ideal candidate must have the ability to effectively manage several high-priority projects simultaneously with varied operations and technology project experience.

Director, CQI Responsibilities:

• Manage project development from beginning to end; defining project scope, goals and deliverables that support business goals in collaboration with VP of CQI and Senior Management.
• Develop project plans, associated communication and educational materials and determine the resources and participants needed to achieve project goals.
• Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion.
• Set and continually manage project expectations with team members and other stakeholders.
• Delegate tasks and responsibilities to appropriate individuals.
• Plan, schedule and track project timelines, milestones and deliverables using appropriate tools.
• Develop and deliver progress reports, proposals, requirements documentation, and presentations.
• Suggest and execute on corrective actions for projects/steps as needed.
• Build, develop, and grow external business relationships vital to the success of the project(s).
• Conduct independent research in support of projects and in anticipation of future adjustments to plans or programs.
• Conduct project post mortems and create a recommendations report in order to identify areas of opportunity for improvement in the future.
• Develop quality programs, define metrics and establish tracking/reporting mechanism for practice and client deliverables.
• Identify and recommend process improvements in existing practice areas.
• Utilize data to develop recommendations and drive decisions.
• Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Elicit cooperation from a wide variety of sources, including Senior Management, team members and external vendors.

Director, CQI Requirements:

• 8-10 years of professional experience working with continuous improvement.    
• Strong written and oral communication skills.
• Adept at conducting research into project-related issues and products.
• Must be able to learn, understand, and apply new technologies.
• Effectively prioritize and execute tasks in a high-pressure environment.
• Six Sigma trained/certified 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.

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Commercial Lines Account Manager-Naperville, IL

Our client is a well-established regional independent agency in Naperville that is growing and looking for a Commercial Lines Account Manager to help with an existing book of business. The ideal candidate will have an entrepreneurial attitude and willing to help on everything client service related from soup to nuts.

Commercial Lines Account Manager Responsibilities:

• Market coverages to a number of carriers to determine variances in coverage and price.
• Prepare proposal spreadsheets for client meetings and work closely with the producer for analysis of market strategy.
• Assist with policy reviews, completion of insurance applications and enrollments, and providing customer service to clients.

Commercial Lines Account Manager Requirements:

• Qualified candidates must have state Property/Casualty license.
• 3-5 years of past agency account management experience preferred.
• Individual should possess excellent communication and organizational skills along with the ability to understand basic insurance coverages.

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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Account Manager, Employee Benefits-Chicago, IL

This opportunity is within a fast-growing division of a leading independent agency in the Midwest and one of the largest in the nation.  They are currently seeking a dynamic individual to join their team as a Group Benefits Account Manager.  The ideal candidate is self-motivated, well-organized, and looking for a challenging career opportunity. 

Group Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients.
• Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate 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 other customer service issues.

Group Benefits Account Manager Requirements:

• Bachelor's degree required.
• 3-5 years of applicable experience in a brokerage/retail agency environment.
• IL Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS 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:

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Account Director, Employee Benefits-Detroit, MI

Our client is a regional insurance agency that is poised for growth and considering the addition of an Account Director in their group benefits division for their upcoming client service needs. The ideal candidate will have a strong understanding of employee benefits, a solid work ethic, and a can-do attitude to provide world class service to clients and prospects. You will assume overall responsibility for a high profile and sophisticated book of business.

Account Director, Employee Benefits Responsibilities:

• Act as primary interface with clients and work with both the producer and management to achieve customer satisfaction and retention through the development of innovative health & welfare solutions.
• Achieve each client's strategic objectives through the delivery of precise and thorough renewal analyses, effective account management, and overall client satisfaction and retention.
• Counsel and support clients with best practice recommendations on plan design, product selection, funding options, policies/procedures and administration of H&W programs.
• Manage relationships with carriers and maintain understanding of various product offerings and related sales, underwriting, and service issues.
• Address elevated issues from clients, carriers, vendors, or staff.

Account Director, Employee Benefits Requirements:

• 10-15 years of experience working with employee benefits in a retail agency setting.
• Bachelors degree preferred with state insurance license required.
• Additional professional designations or continuing education a plus -- i.e. CEBS, RHU, REBC

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

Employee Benefits Account Manager-Detroit, MI

Our client is a regional insurance agency that is poised for growth and considering the addition of an Account Manager in their group benefits division for their upcoming client service needs. The ideal candidate will have a strong understanding of employee benefits, a solid work ethic, and a can-do attitude to provide world class service to clients and prospects.

Employee Benefits Account Manager Responsibilities:

• Assist account team in servicing the employee benefit clients.
• Utilize technical expertise to retain present clients.
• Administer marketing and renewal functions.
• Assist clients with daily service functions.
• Coordinate and execute the implementation of new and existing clients.
• Assist account team in preparing RFPs and renewals of benefits coverages.

Employee Benefits Account Manager Requirements:

• 3-5 years of applicable industry experience, preferably in a retail agency setting.
• State Life/Health license required.
• Professional designations (CEBS, RHU, GBA, etc.) 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:

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

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Senior Consultant, Employee Benefits-Kansas City, MO

Our client is a large, national insurance brokerage looking to expand in their Kansas City location.  With recent growth, they have a need for a Senior Consultant in their Employee Benefits division.  This is a wonderful opportunity for a strong technical candidate who also has an entrepreneurial spirit and isn't afraid of getting their hands dirty.  This is a growth position and will be very demanding, but incredibly rewarding both professionally and financially.

Senior Consultant, Employee Benefits Responsibilities:

• Act as the primary contact in the consulting capacity to existing clients.
• Administer client benefit marketing and renewals, as well as daily service functions.
• Develop and manage client book of business and pursue additional revenue opportunities.
• Assist in the management of the account service team and act as a resource to the department.
• Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
• Participate in market meetings, seminars and training programs as directed.

Senior Consultant, Employee Benefits Requirements:

• Bachelors degree in mathematics, finance, or related field.
• 8-10 years of experience working with employee benefits, preferably with larger, self-funded clients.
• Must possess state Life, Accident, and Health 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:

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

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Employee Benefits Account Manager-Kalamazoo, MI

Our client is a growing regional agency that is looking for an account manager in their employee benefits division. The ideal candidate will have a strong financial analysis background, with some underwriting experience a huge plus. They have a dynamic and entrepreneurial working environment that empowers the individuals to have impact on the bottom line.

Employee Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients.

• Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate 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 other customer service issues.

Employee Benefits Account Manager Requirements:

• 7-10 years of applicable experience in a brokerage/retail agency environment.

• State Life/Health license required.

• Experience with small to mid-sized medical plans and an agency management system preferred.

• Additional designations such as RHU, REBC, and CEBS 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:

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

Six Interview Tips Part I

Senior Consultant, Employee Benefits -Kansas City, MO

Our client is a large, national insurance brokerage looking to expand in their Kansas City location.  With recent growth, they have a need for a Senior Consultant in their Employee Benefits division.  This is a wonderful opportunity for a strong technical candidate who also has an entrepreneurial spirit and isn't afraid of getting their hands dirty.  This is a growth position and will be very demanding, but incredibly rewarding both professionally and financially.

Senior Consultant, Employee Benefits Responsibilities:

• Act as the primary contact in the consulting capacity to existing clients.
• Administer client benefit marketing and renewals, as well as daily service functions.
• Develop and manage client book of business and pursue additional revenue opportunities.
• Assist in the management of the account service team and act as a resource to the department.
• Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
• Participate in market meetings, seminars and training programs as directed.
• Senior Consultant, Employee Benefits Requirements
• Bachelors degree in mathematics, finance, or related field.
• 8-10 years of experience working with employee benefits, preferably with larger, self-funded clients.
• Must possess state Life, Accident, and Health 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:

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

Six Interview Tips Part I

Group Employee Benefits Producer-Chicago, IL

If you're a successful insurance producer with a strong track record of new business sales finding a job with an agency in Chicago isn't difficult.  The tricky part is identifying an opportunity that is compelling, unique and is a situation where if you join the firm you can offer the agency something it doesn't have and vice versa.  The firm described here is a large, well respected independent agency in Chicago that offers its producers a defined plan for sales success and even opportunities for future leadership.  Coming in as a new producer at this point in the agency's history will not only help the company achieve its top line growth goals but also provide a perpetuation solution when some senior benefits producers begin to think about retirement in the next few years.

Group Employee Benefits Producer Responsibilities

·        In this agency's environment you, as a newer producer, will be paired with a very successful senior producer.  As a team you'll work together to identify prospecting opportunities within the senior producer's current book.  You'll spend a large portion of your time independently prospecting but can rely on the senior staff's expertise to help with the technical details of marketing and plan design or with closing strategies.

·        You'll focus in the 100+ or self-funded client range.  Quite a bit of your business development will be done in Chicago but the agency has a reach that extends nationally with partners in offices throughout the Midwest.

Group Employee Benefits Producer Requirements

·        Bachelor's degree plus at least 3-5 years of group medical sales experience; the agency will consider business development experience from an insurance company but prefers similar independent agency sales experience.

·        It’s important you have an approach, a system if you will, to business development; you understand your production numbers and also what you need to be more successful in a new firm than what you're currently receiving.  You are comfortable working in a mentor/mentee role and are interested in a career path that offers successful producers opportunities to be in a strategic role.

·        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:

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

Six Interview Tips Part I