One interview secret that will help you land that job!

Hi All!  I recently read a good article about connecting with others.  It was called 11 Surefire Ways to Instantly Connect with Anyone – it’s a great read and you definitely should have a look.  The article got me thinking about how it applies to interviewing.

Most people assume that in interviews the potential employer is focused on your answers and your experience.  This couldn’t be farther from the truth.  Instead, I think that most employers are instead looking at your potential fit within the organization – after all if you have a good resume they already know that you can do the technical potion of the job. 

This is why it is so important that you connect with your interviewer.  Connecting with them gives you a leg up as people remember those that they connected with in a more favorable light.  Every time the employer sees your resume they will instantly be reminded of the positive feels from the connection. 

The article offers several great tips that are applicable in an interview situation.  They include:

• Make a great first impression
• Ask good questions
• Smile
• Use their name

All of these are really good tips that you should follow.  However, there is one surefire way to connect with the interviewer that always works!  What is it?

Ask them specific questions about themselves and why they like working at the company!

Outside of death and taxes there is one other thing that I’m certain of.  People like to talk about themselves.  If you ask me about my kids, gardening, DIY fixes in my house or Disneyworld – you will be in for a long one-sided conversation that will probably leave you bored and me happy because I was able to tell you all about the stuff that makes me happy.  The majority of people that you interview with feel the same away about their job – otherwise they would be on the other side of the table with you.  This means that if you get them talking about how much they love their job and company they will remember you positively – and this will help you land the job!  

As always I can be reached at sthompson@csgrecruiting.com  or by leaving comments below.

Lying on your resume - How big of a deal is this?

Hi all!  I recently read a great article from Sam Becker that talks about the Hloom project.  Essentially, the Hloom project surveyed 2,000 hiring managers and employees about lying on your resume and how serious of a problem it is.  The response?  It's a big deal!  Below are the links to both of them:

The Worst Resume Lie

Hloom Project: Resume Lies

This is something that I've written extensively about in the past.  At the end of the day I've found two things to be true:

1.  Lies are almost always found out at some point in the process.

2.  Lies will stop you from getting the job or get you fired.

For more of my thoughts on lying in the interview process have a look at some of my other posts:

Five White Lies People Tell in the Interview Process

Lying in Your Career Search

What Happens When you Change One Letter on Your Resume?

As always I can be reached at sthompson@csgrecruiting.com  or by leaving comments below.

Hot Insurance Job Opportunities in Ohio!

Hi there!

I hope you are having a great start to your week!  I’m reaching out today because I’m working on some awesome insurance jobs in Ohio.  I’ve included a brief description of each of them below.  Please feel free to pass these along to anyone that might have an interest or let me know if you have any questions.  Have a great day!

Commercial Insurance Account Manager - Cincinnati, OH

Commercial Lines Account Managers for this large regional firm in Cincinnati are responsible for providing a high level customer experience and managing a lot of the behind-the-scenes policy administration.  Two large, established books of business need dedicated client management support, so the agency seeks individuals with strong experience in policy administration, marketing and direct client consulting to assume responsibility for the accounts as well as mentor less experienced staff.    At a minimum these accounts generate $100k-$500k in annual premium and vary across many industries however have they often have ties to construction.

Senior Commercial Insurance Producer - Dayton, Cincinnati, Springfield, Cleveland

The Senior Commercial Insurance Producer is first and foremost a sales position and will serve right alongside the regional leadership team to grow the central and southern Ohio regions.  Every insurance brokerage needs top notch sales executives.  What distinguishes this position is that the current needs go beyond individual success.  This firm has an established practice that in recent years has added junior sales executives to the property and casualty team.  Therefore, they seek to balance the team with experienced commercial producers who possess proven experience writing large business (upper middle market and risk management accounts). Additionally, everyone will benefit if you have the ability to co-sell, mentor and help younger producers close bigger accounts thus creating a very strong team based sales model which has thrived in other regions of the firm.

Group Employee Benefits Producer - Columbus, OH

The Group Employee Benefits Producer opportunities expand this insurance brokerage’s full service footprint into all of its satellite offices and work closely with the property and casualty sales executives to prospect larger accounts. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They seek experienced group employee benefits producers in Columbus and Cincinnati to join their team and who can immediately impact the agency through new business production. Your focus will be larger, more complex accounts needing creative administrative and program resources with 200-2,000 employees.

Commercial Lines Account Executive - Cincinnati, OH

With a strong reputation for client service and program innovation our client has a unique opportunity in its commercial insurance practice. As the Commercial Lines Account Executive you’re dedicated to managing all aspects of a senior producer’s property and casualty book of business.  This includes quarterbacking all the service deliverables, executing sales and renewal strategies, leading marketing and serving as a technical expert to the account management team.

Employee Benefits Producer - Cincinnati, OH

The Group Employee Benefits Producer opportunities expand this insurance brokerage’s full service footprint into all of its satellite offices and work closely with the property and casualty sales executives to prospect larger accounts. Designed like a national brokerage they compete at that level on risk management business but remain committed to the middle market space. They seek experienced group employee benefits producers in Columbus and Cincinnati to join their team and who can immediately impact the agency through new business production. Your focus will be larger, more complex accounts needing creative administrative and program resources with 200-2,000 employees.

 Small Business Commercial Insurance Account Manager – Cincinnati, OH

The Small Business Commercial Insurance Account Manager role is critical to this independent agency’s customer service platform. It segments out the resources available to effectively market, service and attract new small business accounts.   In this role you’ll be given a lot of responsibility and autonomy for managing commercial property and casualty accounts generating less than $50k in annual premium.  You’ll directly advise on coverage, manage the entire renewal process and also secure new business revenue through internal leads and by identifying coverage enhancements for existing clients.  This is an excellent way to propel your insurance career forward within a client service position if you like small business accounts or want to work into a middle market book of business with an insurance agency large enough to have both divisions.

Group Benefits Account Manager - Cincinnati, OH

A Group Employee Benefits Account Manager in this Cincinnati agency will have significant responsibilities for client handling including direct communication about group health plans, renewal strategies and value added service options as a part of the agency’s consulting approach.  This is a position that requires experience with large employer groups (over 100 employees) with strong knowledge of fully insured and self-funded health plans who possesses a strong work ethic and excellent communication skills.

National High Profile Leadership, Service, and Sales Roles in the Insurance Industry

Hi All!  I'm working on some great opportunities across the nation!  Have a look and let me know if you have any interest!

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 in Minneapolis

Commercial Lines Account Executive – Rockford, IL

The Commercial Lines Account Executive plays a critical role in retaining a large, established book of business heavily concentrated in the construction industry.  The opportunity to grow with this agency is tremendous and will allow you to help lead all client management, relationship building and new sales opportunities as you wish.  The key to success in this position is having a strong technical foundation in middle market and risk management insurance plans with a thorough understanding of the onboarding and renewal process.  This is a very autonomous position that may for the right individual will work without the direction of a producer, may assume a book of business through upcoming retirements and handle some sales responsibilities too.

Commercial Lines Account Executive in Rockford

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 in Sioux Falls

Group Benefits Account Executive – Nashville, TN

The Group Benefits Account Executive collaborates with the producers and account managers on new and renewal business activities including marketing strategies and escalated implementation concerns.  You are responsible for day-to-day servicing and consultation for an assigned book of business. You are involved in all aspects of the client management process such as producing executive summaries, reviewing/preparing reporting, scheduling and conducting open enrollment meetings and participating in client consultations.  You will advise clients on benefits plan design, administration, funding, communication and compliance. You are a central figure to this team's onboarding and retention process helping account managers and account representatives with escalated issues and daily workflow management.  

Employee Benefits Account Executive in Nashville

Employee Benefits Producer – Cincinnati, OH

This is an opportunity to help build out an agency platform that focuses on a team environment and ability to take advantage of plentiful resources.  Our client is a well-respected agency with multiple offices in OH that is looking to add to their growing sales staff in their Cincinnati office location. They are looking for a dynamic individual that has proven sales success in group insurance products, preferably in an agency setting. The right candidate will be extremely motivated to be immediately successful, while also building a profitable book of business and representing the agency in a professional manner in the market.

Employee Benefits Producer in Cincinnati

Sales Managers, Commercial and Employee Benefits – Louisiana

Sales Managers for this large, independent insurance brokerage will concentrate on the development of the producers in the property and casualty or corporate benefits disciplines.  Coaching, mentoring and goal setting with the sales executives are key aspects of your role. As the agency grows you will likely oversee a sales group comprised of experienced producers brought in through acquisitions, inexperienced producers through college risk management programs and career changers from outside the insurance industry. It's critical that you can be a resource to help each type of producer set and achieve their production numbers.

Employee Benefits and Commercial Sales Leaders in Louisiana

Employee Benefits Practice Leader – Denver, CO

The Employee Benefits Practice Leader provides strategic leadership, vision and branding of group health and welfare resources for this large regional agency in Colorado. Leaders within the agency set the tone for growth and collaborate across multiple disciplines to achieve those results. This role is critical to marrying the agency's strong culture in everything it does to the way the benefits team transforms.  This is a very active leadership role in the day-to-day operations of the agency's entire corporate benefits practice as well as the strategic responsibilities of continuously driving growth and profit.

Employee Benefits Practice Leader in Denver

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 Manager in Memphis

Vice President, Employee Benefits Leader – Paducah, KY

The Vice President, Employee Benefits Leader has key strategic responsibilities over the group health and wellness practice within this regional insurance brokerage.  In concert with the sales and executive team, your goal is to create and execute plans that will support revenue growth, improve operational efficiency and strengthen the agency's client service platform.  Any all resources tied to the agency's operations and client deliverables will fall under your purview including maximizing the use of technology, implementing wellness resources and hiring and training internal staff. 

Employee Benefits Leader in Paducah

Employee Benefits Producer – Charlotte, NC

The Employee Benefits Producer is a new opportunity for an experienced employee benefits producer to join a successful, highly specialized insurance agency that's based out of Charlotte with market expansion.  The division president looking for a larger group contributor akin to his own sales focus within the team.  Where some of the other producers have worked on smaller groups, he's the type of person who loves the thrill of the hunt with self-funded cases ranging from a few hundred lives to several thousand.  He would like someone with a strong benefits sales acumen to pick up that torch with him and grow the benefits practice out of Charlotte while also serving as a major resource to commercial producers in satellite offices. 

Employee Benefits Producer in Charlotte

Commercial Lines Producer – Rockford, IL

The Commercial Insurance Sales Executive is responsible for business development and direct client consulting with a unique opportunity to join this growing insurance agency in the Rockford area.  The firm’s model is built on organic growth with producers building terrific careers starting out in this same role.   The very special part of this role is that you’ll be hired as the successor on a large, established book of business.  Someone with a proven track record of new business origination and strong client retention will work closely with the senior producer to be mentored on the ins and outs of the existing accounts.  The ability to build strong relationships with C-level decision makers is key to success in this role. 

Commercial Lines Sales Producer in Rockford

For help with other opportunities or a search in insurance please reach out to Scott Thompson at sthompson@csgrecruiting or call at 515-216-5455.

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.

Commercial Lines Sales Producer - Rockford, IL

The Commercial Insurance Sales Executive is responsible for business development and direct client consulting with a unique opportunity to join this growing insurance agency in the Rockford area.  The firm’s model is built on organic growth with producers building terrific careers starting out in this same role.   The very special part of this role is that you’ll be hired as the successor on a large, established book of business.  Someone with a proven track record of new business origination and strong client retention will work closely with the senior producer to be mentored on the ins and outs of the existing accounts.  The ability to build strong relationships with C-level decision makers is key to success in this role. 

Commercial Insurance Sales Executive Responsibilities:

• Focus on learning the special nuances of an established book of business.  Many of these accounts are industrial, heavy casualty and have ties to the construction industry.  Work to become an expert in risk management for those types of businesses.
•  
• Participate in renewal preparation, marketing, underwriting negotiations and direct client consulting.  Visit clients; conduct presentations and mid-year reviews.  Discuss program options, coverage enhancements and service deliverables. 
•  
• Seek out additional new clients developing a business plan to target middle market and risk management business.
•  

Commercial Insurance Sales Executive Qualifications:

• At least three (3) years of commercial lines sales experience with direct responsibilities for new account development, insurance consulting and retention of accounts.
•  
• Broad property and casualty coverage expertise; construction and/or surety specialization is helpful but not required.

State insurance license.

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

Email: sthompson@csgrecruiting.com

Phone: 515216-5455

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

Commercial Lines Account Executive - Rockford, IL

The Commercial Lines Account Executive plays a critical role in retaining a large, established book of business heavily concentrated in the construction industry.  The opportunity to grow with this agency is tremendous and will allow you to help lead all client management, relationship building and new sales opportunities as you wish.  The key to success in this position is having a strong technical foundation in middle market and risk management insurance plans with a thorough understanding of the onboarding and renewal process.  This is a very autonomous position that may for the right individual will work without the direction of a producer, may assume a book of business through upcoming retirements and handle some sales responsibilities too.

Commercial Lines Account Executive Responsibilities

• Assist a senior producer with 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.
• Determine marketing and client management strategies servicing as the primary point of contact for the clients, underwriters and account management team.
• 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.  Some underwriting and marketing/placement experience is helpful from a program design and negotiation standpoint.
• Account types will vary but with a concentration in heavy casualty, industrial and construction.  Experience working with these types of risks is desired.
• Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
• 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.

Is it time to sell your insurance agency?

As a consultant to the insurance industry, I work in many facets of the industry.  One my favorites is in the mergers and acquisitions field.  Over the past several years I’ve worked closely with many agency owners that were considering a sale.  I’ve found that lots of owners have thought about selling.  However, the ones that move from thinking to acting have one thing in common – they know why they want to sell.  Below are some of the top reasons people decide to sell their organization

Have you been thinking about selling your agency?

You are tired of the “burden of ownership”

This one is by far the most common.  What is the “burden of ownership?”  It’s writing checks.  It’s waking up at 2:00 in the morning in a cold sweat.  It’s making the hard decisions where it feels like nobody wins.  For many people, the burden starts to weigh on you getting heavier and heavier each year.  If this is happening to you – you may want to look at selling.

You don’t have a perpetuation plan

This is the second most common one I see out there.  Here’s the deal – hiring young talent is difficult.  Training young talent – especially producers – is even more difficult.  Retaining them is even worse.  Because of this I see a lot of companies where the owner is ready to retire and there is no one to hand the agency to.  If you don’t have a perpetuation plan and you are planning on retiring in the next five years you should start making one right now.   If you are planning on retiring sooner and don’t have one you may have to look at other options. 

Your agency needs cash

This is one of the more delicate situations we encounter.  It’s embarrassing to many people but it’s important to know that good and valuable businesses sometimes run into problems.  Losing one big account can change the whole picture.  Sometimes you just need an exit strategy that pays the piper.

You need more resources to grow

This last one is one that I wish more people considered.  When I talk to agency owners there are two common barriers to growth.  The first is resources.  Resources make you more competitive and make you money.  However, resources cost money and don’t always yield a strong return in the beginning.  The second barrier is overhead.  Wal-Mart doesn’t have lower prices because they have lower profits – they have lower prices because they have the power of volume.  Sometimes merging with the right organization can solve these problems.

So that’s the first step – you need to know why you might sell.  This is so important because now you have the ability to listen to suitors and see if they can offer a solution to your problems.  This is also important because it allows you to explore alternatives to selling as well.  If you have a perpetuation problem, maybe you just need a good recruiter to help you with a couple of key hires…  I know a good one that specializes in the industry if you need a referral.  The next step is to identify potential suitors – I’ll cover that in another blog. 

So there you go!  What do you think – you can leave comments below or as always you can email me directly at sthompson@insurance-csg.com  

Commercial Lines Manager - Fayetteville or Fort Smith, AR

The Commercial Lines Manager is a critical role that's responsible for a number of operational and Human Resources related duties within this insurance agency.  You'll oversee three service units within three separate offices which requires excellent organizational and collaboration skills.   Your goal is to provide leadership to the client management teams, serve as a liaison with the sales and executive leaders and create synergy with the agency's other groups to ensure a high level of client retention, profitability and efficiency.

Commercial Lines Manager Responsibilities
Under the header of client service, you'll oversee the performance of your staff on account management processes and get involved in escalated client service issues. Work with the producers on expectations for certain accounts, reinforce department procedures, schedule client meetings, assign points of contact and follow up on requested items from clients and review marketing summaries and checklists.
Within the scope of marketing, you'll participate in building wholesale and carrier relationships, review vendor agreements, market specific new and renewal cases as needed, train client managers on online rating software and work with the producers on expiration lists to get the renewal process started.  Organize company contracts and licensing.
As a manager, you're responsible Human Resources related functions such as hiring, performance management, training and employee development of client service staff.  You'll establish policies and procedures for maximizing efficiencies within the agency's management system. You'll make sure close communication is established between the commercial lines, small business and marketing departments so there is consistency in the workflows.  Assist with the budgeting process including running reports, organizing departmental data, compliance, audits, quality control and peer reviews.
Commercial Lines Manager Requirements
At least 7-10 years of property and casualty career experience within an agency with a strong background in account management and client deliverables. Prior management and/or supervisory experience is required.
Must also have experience with addressing policy and procedures including oversight of efficiencies, allocating workloads and managing customer service staff.

Prior training experience along with organizational experience- aligning teams, building strong alliances and handling performance management issues.  Also comfortable with working through transitions into the agency such as integrating new acquisitions and office build outs.

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 Lines Account Manager - Fayetteville, AR

This Commercial Lines Account Manager position is a terrific opportunity to step into a successful, robust insurance agency and continue growing your career with more responsibilities and interaction with clients that have larger, complex insurance programs.  Based on growth, you'll be assigned clients to help manage and coordinate the delivery of client service, renewals and internal policy administration. 

Commercial Lines Account Manager Responsibilities
Establish solid client relationships and manage the timely and efficient responses to clients regarding questions about coverage, billing, and endorsements
Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team
Coordinate the administrative activity of client accounts like certificates, id cards, and applications as they relate to renewals and claims

Commercial Lines Account Manager Requirements
At least three (3) years as a customer service rep, underwriter, underwriting assistant or account manager handling commercial property and casualty policies.
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required. 

Experience with billing, customer service calls, policy review, and renewal marketing.
Active state insurance license.

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 Lines Account Manager - Dallas, TX

The role of Commercial Insurance Account Manager for this large, regional agency is to support the client administration, marketing and retention as the Dallas office gets up and running.  A newly formed team, the group is dynamic with a strong middle market platform, so you'll be asked to play a big part in how the agency can support onboarding new accounts, handling complex risks and implementing key workflow procedures that are in line with the rest of the agency's offices. 

Commercial Insurance Account Manager Responsibilities
Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing and endorsements.
Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team.
Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing and communications.
Commercial Insurance Account Manager Requirements
At least 4-5 years of commercial property and casualty insurance experience in an account management capacity. 
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required. 
Experienced with handling all the tactical, client interfacing work on supporting a book of business (renewal meetings, coverage reviews, marketing and claims assistance) with service administration (billing, certificates, binders and so on).
Active state insurance license.

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 Lines Wholesale Marketing Representative - Atlanta, GA, Nashville, TN, Birmingham, AL, Chicago, IL

As a Commercial Lines Marketing Representative for this wholesale insurance broker you will concentrate on increasing business development opportunities for the company within a network of established independent agencies appointed throughout the country. More specifically, however, your focus will be carving out untapped sources of revenue within larger regional agency clients in area like Chicago, Nashville, Dallas and Atlanta. This role borrows elements from a true wholesale broker position with those an account representative and marketing specialist has within a Managing General Agency.

Commercial Lines Marketing Representative Responsibilities
Develop an action plan that targets retail agencies writing excess and surplus lines business. These might be dormant relationships you need to reactivate or accounts currently placing some business with the company but you know there is much more to be captured.
Identify with agency partners who are more niche focused; carve out those niches and work within your team to develop specializations and programs that meet the unique needs of the market.
Work closely with underwriters on critical cases. These can be new ones that are deals important to getting premium on the books or cases you know must be retained but need creative ways to keeping the business with your company.
Commercial Lines Marketing Representative
At least four (4) years of commercial marketing, production underwriting or wholesale brokerage experience where you've worked directly with retail agencies to drive business opportunities to you. Prior work with excess and surplus lines products is helpful.

Able to create and execute a business development plan that focuses on a combination of cold calling and referral management; travel to meet with retail agencies and discuss ways to improve or enhance service and program offerings. 

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