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.

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Employee Benefits Client Service Manager - Indianapolis, IN

This is an opportunity for a candidate who has extensive technical knowledge in the insurance industry and is looking to take their career to the next level.  Or perhaps an individual currently in management, but looking for a new challenge.  Our client is a dynamic retail agency that is looking for a true leader to oversee client retention and employee development.

Employee Benefits Client Service Manager Responsibilities

Develop, enhance, and solidify client relationships by implementing and monitoring best practices and setting clear expectations and timelines.

Responsible for carrier management and contracts.

Assist in performance evaluation process for the team.

Coordinate and implement training programs.

Lead the department cross-selling efforts, including account rounding.

Carry out strategic initiatives, marketing, client advocacy, and client presentations.

Employee Benefits Client Service Manager Requirements

8-10 years of industry experience, preferably in a retail agency or brokerage setting.

Previous management experience required.

State Life & Health license required.

Additional professional designations such as REBC, RHU, and CEBS 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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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

Employee Benefits Account Manager - Austin, TX

Our client is a well-respected regional insurance agency that has been rapidly growing.  They currently have a need for an Employee Benefits Account Manager in their office in Austin.  They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management.  The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.

Employee Benefits Account Manager Responsibilities
Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
Choose plan design recommendations and consult with producers as necessary.
Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
Conduct client enrollment meetings in the absence of the Account Executive or Producer.
Educate and encourage utilization of agency's internal resources.
Perform daily client service as main point of contact internally for questions/issues.
Employee Benefits Account Manager Requirements
Bachelor's degree or equivalent professional experience required.
3-5 years of progressive account management experience, preferably with an agency.
State Life & Health license required.  

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

Senior Benefits Consultant and Regional Leader - Dallas, TX

The combination of perks within this role, Vice President, Team Leader and Strategic Benefits Consultant, is very rare to find in an available position at this level. What makes this role so compelling is the starting point you'll come in at.  You will join this firm as the senior practice leader and be directly responsible for the retention, consulting and maturation of a $3MM-$4MM book of business.  This practice is anchored by large, Fortune 100 accounts that will look to you and your team for guidance on strategy, governance, plan design and advocacy on complex group life and health plans. 
Is this a sales role?  It can be particularly if your strengths are in business development however the fact that the current practice is so large is enough for the firm to recognize a true consultant and managing leader is just as valuable to retention and growth as someone who can originate new business.  The key to successfully taking on this challenge is being experienced, very aware of the self-insured challenges of big corporations and having the emotional intelligence to navigate the waters of retaining and servicing key legacy accounts.

Vice President, Senior Benefits Consultant and Regional Leader Responsibilities:
Serve as the primary point of contact for all of the existing accounts in this practice. As the leader, you'll create and present on solutions and valuable resources the firm can provide to national accounts. You will be an integral part of managing the strategy behind the agency's client service platform. Its important that you offer excellent subject matter expertise regarding plan design for self-funded cases, healthcare reform, compliance and other fiduciary oversight.  Additionally, you know how to pull in the appropriate resources at your disposal from compliance and actuarial to wellness, underwriting and account management.
Take the lead on presentations with clients with clear articulation on the firm's value proposition, contributions and accountability you will oversee to ensure a strong business partnership.  Throughout the yearly cycle be involved in escalated client issues, work with Account Executives to manage project plans and build strong alliances with key insurance company and vendor partners.
Work to develop additional business and bring in additional lines of revenue through various plans, fee based services or simply identifying new clients.  The scope of your platform will be national but with a strong concentration in Texas and the Mid-South.


Vice President, Senior Benefits Consultant and Regional Leader Qualifications:
At least ten (10) years of client relationship management, business development and group health consulting experience within an insurance brokerage. 

History of successfully creating business opportunities through the use of multiple practice disciplines include health and welfare, compensation, communication, integrated wellness programs, qualified plans, voluntary benefits and Human Resources consulting.
Active state insurance license.
Exceptional team leadership skills and strategic plan design and management background. Can quarterback channel partnership for the development of middle market and national business.  Can develop sales and marketing plans as well as lead your Account Executive team with guidance and mentoring.

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

Senior Employee Benefits Account Executive - Dallas, TX or Atlanta, GA

Our client is a multi-state insurance brokerage in the process of reshaping its group benefits service platform. Several aspects of what make the company successful is the vision of its executive leadership and the capability to invest in resources. Doubling the company's benefits revenue in the next five years takes a very strong service infrastructure that starts at the top with Account Executives. Joining the firm in this role means you'll be among an elite group of team lead members centralized for the Southeast region. Its required that you be strategic and focused on supporting new business closing and marketing. The flow of accounts will be regionalized meaning any large, self-funded group in the group will be directed to you regardless of the account's location or the office in which the originating producer is placed.

To be considered you must offer at least 8-10 years of senior level group benefits plan design, marketing and client consultation experience. Retail agency experience is a must either at the AE level or in production but you prefer a non-originating role. Your expertise is in larger, self-funded plans and you've been involved in all "soup-to-nuts" facets of client service, putting you in a position to direct account management teams underneath you in this firm. You understand how to bring together resources proactively that the client will need (wellness, HR consulting, compliance) and thrive in an environment that is fast paced where you will travel to see clients, conduct meetings and participate in presentations.

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

Employee Benefits Account Executive - Chicago Suburbs, IL

The role of Group Employee Benefits Account Executive for this independent agency in Chicago is designed to work closely with the Vice President and practice leader to oversee the strategic development of the group benefits division.  Your responsibilities will be much broader than just managing a book of business.  Your hands will be in nearly every account, particularly larger, self-funded insureds, that need solutions for technology implementation and guidance on compliance.   Essentially you'll be the quarterback for all client service related matters and delegate tactical work to the account management team.  This will lead you into handling operational matters within the agency's benefits practice including workflows, employee development and vendor management. 

Group Employee Benefits Account Executive Responsibilities:

• Oversee the management of assigned clients, working closely with the producer and client service team to identify cross selling opportunities, troubleshooting customer service issues, underwriting problems and execution of a written service plan.
• Monitor the accuracy of detailed financial and claims analysis, compliance and renewal pricing; take the lead on negotiation and plan design with carriers.
• Set communication and enrollment plans, prepare RFPs and in many instances present a large portion of the renewal details to the client. 

Group Employee Benefits Account Executive Qualifications:

• You offer at least 4-5 years of group benefits account management and/or account executive experience with oversight for more strategic matters related to client consultation, technology implementation and education on healthcare reform matters. 
• Self-funded experience is required as is a propensity to get out of the office and regularly engage with clients face-to-face on purchasing options, plan design, coverage analysis and coverage enhancements.
• Active state insurance license.
• Exceptional team leadership skills and strategic plan design and management background.
• Proficient in all areas of Health & Welfare compliance (HIPAA, FMLA, COBRA, 550, DOL, etc.).

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

Associate Employee Benefits Account Manager - Chicago, IL

This Associate level role is designed to provide day-to-day client service, technical and administrative support on an assigned book of group employee benefits accounts.  You’ll provide critical support during the renewal process on existing clients and handle assignments on prospective business projects too. This opportunity is with a very sophisticated insurance brokerage that develops business through channels that can create a diverse portfolio of clients.  On any given day the clients can go from startups and small firms into large conglomerates.  Their employee benefits plans and the client service attention they require must reflect those changes.

Associate Employee Benefits Account Manager Responsibilities

• Create and maintain client information, policies and plans in the agency’s management system.  Assist with documents and processing for marketing, implementation and enrollments.
• Assist the account executives with Broker of Record letters, preparing RFPs, reports, proposals and summaries.
• Audit and review billing, reconcile and claims issues.  Confirm the accuracy of policies and related plan documents. Identify  deficiencies, request corrections and follow up for resolution.

Associate Employee Benefits Account Manager Qualifications:

• Bachelor’s degree or applicable experience preferred.
• At least 2-3 years of applicable analyst or account management experience; experience in an insurance agency environment is a big plus.
• Active state license.
• Proficiency with Microsoft Excel and other applications.  Able to work within a team and under deadlines.

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