Showing posts with label insurance sales. Show all posts
Showing posts with label insurance sales. Show all posts

Tuesday, June 3, 2014

Personal Lines Business Development Specialist - Denver, CO

This Personal Lines Business Development role is a tremendous opportunity for an experienced private client insurance professional to take control of and transform an existing practice for a strong regional agency in Denver.  High net worth personal lines has long been a part of the agency's business model however its been more on the sidelines as a complimentary service offering for internal referrals versus a strong external revenue driver.  That will change with this someone taking the reigns in this business development position.  The ideal candidate has deep experience in client management, preferably at the Account Executive level, but desire more influence in strategic design, higher earnings through commission and external sales responsibilities.  You'll be supported in your service efforts with a dedicated, tenured account manager at your side.  You'll be supported in your business development efforts with several existing referral relationships through private bankers and wealth advisors. 

Personal Lines Business Development, Account Executive Responsibilities
Able to cultivate, qualify and onboard new clients with a hand in the complete sales cycle.  This includes your ability to create and execute a marketing strategy to get in front of new clients through your marketing efforts with personal and private bankers, wealth advisors and other producers within the agency.
Be the face of the Private Client Division to the Big Four insurance companies- Ace, Chubb, Fireman's Fund and AIG- working with them on program design, rating and policy changes and customer management strategies.
Serve as the primary technical resource on products and programs unique to affluent personal lines.
Personal Lines Business Development, Account Executive Requirements:
At least five (5) years of dedicated experience in sales, marketing and client management within high net worth personal lines.  Established relationships with underwriters and a solid understanding of pricing and coverage nuances for high net worth personal lines programs.  
State insurance license.
Consultative approach to sales; able to seek out and develop third party referral streams with underwriters, financial advisors, bankers, attorneys and accountants. 

Comfortable working under new business sales goals. Must be able to balance client consulting after the point fo sale with continuing to seek out new account opportunities.


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:








Employee Benefits Producer - Washington, DC

This is a unique opportunity for a dynamic producer candidate that has a strong technical background working with mid-sized to larger employee benefits accounts. The agency is well positioned to provide opportunities for success in two ways - through leads provided internally with a lead generation team and also through referrals to cross sell from the P&C team. The ideal candidate will be a strong closer and possess a thorough understanding of group insurance industry trends and information.

Employee Benefits Producer 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.
Will meet often with producers in the Employee Benefits division to gain introductions to existing clients.
Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.


Employee Benefits Producer Requirements


3-5 years of experience working in an independent agency or applicable direct marketing.

Must have experience calling on larger accounts with 100+ employees.

Must possess applicable state insurance license, with additional professional designations 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:








Commercial Lines Producer - New York, NY

This is a unique opportunity for a dynamic producer candidate that has a strong technical background working with commercial lines Property & Casualty accounts.  The agency is well positioned to provide opportunities for success in two ways - through leads provided internally with a lead generation team and also through referrals to cross sell from the Employee Benefits team.  The ideal candidate will be a strong closer and possess a thorough understanding of middle market P&C industry trends and information.


Commercial Lines Producer 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.
Will meet often with producers in the Employee Benefits division to gain introductions to existing clients.
Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.


Commercial Lines Producer Requirements


8-10 years of experience working in an independent agency or applicable direct marketing.

Must have experience calling on complex large lines clients ($500,000 in premium and up), preferably with a broad range of risks, not niches.

Must possess applicable state insurance license, with additional professional designations 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:








Wednesday, February 5, 2014

Get Lucky! – Four things you can learn from Daft Punk’s Success that you can adapt to your Sales Career!

Hello world!  I’m sure that all of you are just as tired as I am after watching the Grammys late into the evening last night…  Just kidding.   I actually am not a big fan of the awards shows.  However, I do have four and six year old girls that love Taylor Swift, we tape the show and fast forward through all of the boring parts (Everything but Taylor Swift dancing and the performances) – what can I say, life is about compromises.  However, as I was “watching” fast forwarding through the show I couldn’t stop thinking about Daft Punk (probably because they kept panning to two guys dressed like robots in tuxedos) and why they were successful. 

I would totally do this if I didn't work exclusively on the phone...


Obviously their music plays a part in it.  However, it goes farther than that and I think that a large part of their success comes from their marketing skills.  Below are four things that you can learn from Daft Punk and adapt to your sales career.  Before that , I thought I’d share a little bit about Daft Punk (credit to Wikipedia for all of the facts)  for those of you that are less, how should we say it, cool…

Daft Punk is a duo of two French musicians named Guy-Manuel de Homem-Christo and Thomas Bangalter.  The two started as part of another band that was thrashed by critics, one of whom called the band a “brand of dafty punk.”  The two broke off and created their own band and created personas where they are only seen in public dressed as robots.  They have had considerable success culminating in multiple Grammys last night.  So what can you learn from Daft Punk?

1.  Create a Brand
Let me first start by saying that you shouldn’t become the sales robot – it might be cool but it probably won’t work.  That said I think that great deal of Daft Punk’s success comes from the fact that they have created a recognizable persona.  They dress as robots and don’t talk.  This creates instant recognition.  

If you are going to dress like a robot, you might a well look good!


There are others even more successful than the robots that have done this.  Have you ever thought about what Steve Jobs wore?  If you don’t remember, one of the many things Jobs was known for was that he wore a pair of Levi’s 501 jeans and a black turtleneck  every day for at least the last ten years of his life.  When asked about it Jobs gave the following answer:
On a trip to Japan in the early 1980s, Jobs asked Sony's chairman Akio Morita why everyone in the company's factories wore uniforms. He told Jobs that after the war, no one had any clothes, and companies like Sony had to give their workers something to wear each day. Over the years, the uniforms developed their own signatures styles, especially at companies such as Sony, and it became a way of bonding workers to the company. "I decided that I wanted that type of bonding for Apple," Jobs recalled.
Sony, with its appreciation for style, had gotten the famous designer Issey Miyake to create its uniform. It was a jacket made of rip-stop nylon with sleeves that could unzip to make it a vest. So Jobs called Issey Miyake and asked him to design a vest for Apple, Jobs recalled, "I came back with some samples and told everyone it would great if we would all wear these vests. Oh man, did I get booed off the stage. Everybody hated the idea."
In the process, however, he became friends with Miyake and would visit him regularly. He also came to like the idea of having a uniform for himself, both because of its daily convenience (the rationale he claimed) and its ability to convey a signature style. "So I asked Issey to make me some of his black turtlenecks that I liked, and he made me like a hundred of them." Jobs noticed my surprise when he told this story, so he showed them stacked up in the closet. "That's what I wear," he said. "I have enough to last for the rest of my life." - Credit goes to Gawker

So aside from dressing like a robot or a genius CEO, how do you build your brand?  It’s pretty simple, look at your skills and find out what sets you apart – then sell it!

2.  Keep it Simple
Apart from the branding some of Daft Punks success comes from its simplicity.  Their music usually consists of a really catchy beat that is repeated over and over again.  One of their most famous songs actually is just the words “Around the world” repeated over and over again.  This too can be applied to your sales career.  Early on in my career I worked for a large national, staffing firm that offered the best guarantee in the industry at the time.  To be fair it was a great guarantee.  However the company pushed me hard to sell it.  The result was always negligible – why?  Because customers didn’t care about the guarantee – it didn’t solve their problem. One of the biggest problems I see with sales professionals is that they try to offer too much.  Potential customers want one thing – a solution!  Many people try to throw in all of the bells and whistles that end up drowning out the solution – it doesn’t work. 

3.  Be Creative
Daft Punk is definitely a group of artists.  Because of their persona as robots that don’t speak they can’t make a traditional music video.  This led to some really cool and unique videos including a mini movie directed by Spike Jonez set to their song and a part of an actual animated movie for another.  The key here is that they looked at their limitations (again the whole not talking thing – probably not a good brand for sales) and created something unique that made it a strength.  From a sales standpoint I thinkt hat this really comes down to innovation.  For those of you that don’t know  - Invention is the creation of things and innovation is augmenting existing things to make it profitable.  In my opinion, innovation is way better.   So be creative!  Look at what others are doing and find a way to make it better and your own!

4.  Collaborate
Daft Punk’s biggest hit, Get Lucky, isn’t just Daft Punk.  Instead it is a collaboration with a guy by the name of Pharrell Williams.  Pharell  is a sometimes performer that also produces records and has won multiple Grammys (He is also the guy behind the other hit of the year this year – Blurred Lines by Robin Thicke). 

Couldn't show a picture from "Blurred Lines"...


In short he is someone that touches things and it turns to gold.  Often times sales people are lone wolves that don’t like to play well with others.  However, collaborating with others can make you way more successful as a salesperson.  Why?  It gives you fresh ideas, a different perspective, and the ability to brainstorm.   You will be more successful if you collaborate with others from time to time.  Sadly, some sales organizations don’t promote this and sometimes prohibit collaboration.  If you are in a company likes this…  maybe you should be looking elsewhere.


So… what say you?  Have a great week and as always email me at sthompson@insurance-csg.com or leave a comment below!

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








Thursday, September 26, 2013

What’s Your Hook? How do you open doors as an insurance sales producer?

Hello world!  I hope that all of you are doing well.  Things are great here in the Hawkeye State!  Fall is here and we are having the best weather of the year!  This week I want to touch on something that I feel is really important to producers.  I call it the hook.  I’m sure that there are a lot of other terms out there for it.  Simply put, the hook is what you use as a producer to differentiate yourself from the rest of the crowd and to open doors with potential clients.  Here’s why the hook is so important.

Years and years ago when cavemen started selling the prevailing thought was that there were two ways to be a successful salesperson.  First you could have a winning personality.  Secondly, you could cold call, pound the pavement, and press the flesh as much as possible under the understanding that if you call 100 – 200 people a week you can get ten appointments that will yield 1 – 2 wins.  Combining this strategy with a winning personality, good looks and  a couple of books by Zig Ziglar and you were good to go.  

Is this the type of sales producer you want to be like?


This strategy worked and still works to a degree today.  However, the problem here is twofold:
·         If all you do is call 100 random people each week for the rest of your life you will get burnt out. 
·         You have no real power as a salesperson – ultimately this is left to chance as “playing the odds” means you are hunting for people that will talk to you

This is where the hook comes in.  If the volume approach is focused finding people that will talk to you, the hook is a way to get the people you want to talk to to listen to you.  This solves two problems.  First you don’t have to call 100 people a week because you are increasing the likelihood of success and secondly you are getting people to talk to you because they want to hear from you about something, not because they have some ulterior motive like being mad at their broker.

When I talk to producers, one of the first questions I ask is “How do you build your business?”  It seems like a simple question but you would be amazed by the amount of top flight producers that can’t answer the question.  Some people share how they prospect – this is good.  However, what you need to know is why people talk to you.  I talked to a producer yesterday that writes large contractors.  He shared with me that he has become a workers compensation specialist and what he does is comes in and talks to potential clients about comp and then flips the conversation into a sales call.  This is the hook. 

The good thing is that most of you are doing this.  However, many of you are doing it unconsciously.  If you identify what your hook is and then actively try to replicate it you will have more success.  So… What’s you hook?


That’s all I've got for today.  Have a great week!

As always please let me know if you have any questions or comments.  I can be reached by email at sthompson@insurance-csg.com.  I’ll see you then!

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

Friday, May 3, 2013

Medical Malpractice Sales Producer - Statewide Texas


Our client is a medical malpractice insurer in the process of expanding its sales force in Georgia and Florida. With established success in markets like Tampa, Jacksonville and Atlanta, these positions will translate the company’s sales platform into new areas that have similar growth opportunities.  In these two markets, Atlanta and Tallahassee, you’ll be responsible for serving as an insurance agent who works directly with physicians on securing competitive medical malpractice insurance and effectively manage risk exposures.
Medical Malpractice Insurance Producer Responsibilities
  • Execute a sales and marketing strategy in your designated territory; you are responsible for making cold calls to prospective clients (which are physicians) and once the account becomes a client you will also provide ongoing consultation and service as their agent and primary point of contact.
  • Responsible for building sales presentations, preparing proposals and facilitating the onboarding process with the internal service team of account managers.
  • Represent the company at industry events and trade associations; develop expertise in medical malpractice regulations and trends; work closely with third party vendors particularly in securing endorsements and identifying cross selling opportunities.
Medical Malpractice Insurance Producer Requirements
  • Bachelor’s degree is highly preferred; commensurate experience will be considered.
  • Approximately 2-5 years of property and casualty insurance experience in one of the following disciplines:
    1.  Either as an independent commercial lines producer seeking a specialization like medical malpractice, or
    2.  As a current medical malpractice specialist working in production or account management for an agency or wholesale broker.
  • Can work under minimal sales supervision.
  • Some overnight travel is required.
 For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.

Check out all of our postings here:


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






Commercial Insurance Producer - Pensacola, FL


Our client is an independent, multi-state agency driven by a full service platform that includes commercial risk management and large corporate benefits.  The agency’s Pensacola office is in a growth mode, and this position, Commercial Insurance Producer, has been created as a response.  The goal of this position is to put an experienced sales executive in a position to develop a profitable book of business with middle market and risk management insureds targeted throughout the Gulf South region.
Commercial Insurance Producer Responsibilities
  • Create and execute a sales plan tailored to a geographic region currently being underserved or based around a network of business clients you have in a particular niche discipline.
  • Foster a referral system based on team selling, working closely with the benefits unit and developing centers of influence in the business community.
Commercial Insurance Producer Requirements
  • Bachelor’s degree.
  • At least 2-3 years of commercial insurance sales experience with success managing C-suite relationships, prospecting and closing new business and participating in the ongoing client service process.