Showing posts with label leadership. Show all posts
Showing posts with label leadership. Show all posts

Thursday, January 9, 2014

Vice President, Regional Marketing Leader-MS, AL, TN, GA

The term "marketing" has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management.  The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight.  This position is really a blend of both duties.  Its a great opportunity to make an impact in a large portion of the agency's operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation.  It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.



Vice President, Regional Marketing Leader Responsibilities



Marketing: 

  •  Serve as the highest point for all regional market activities within this firm's multi-state operating group.  Work directly with the commercial producers on high level, complex risk management accounts.  Take the approach that deals get done through your involvement and control in specific accounts. 

Management: 

  •  Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint.  Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account. 


  • Run point on carrier relationships.  Must be an excellent communicator and negotiator with markets and seek out innovative program development.  Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.



Vice President, Regional Marketing Leader Requirements


  • At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage.  


  • This position is a high travel role supporting at least five distinct operating groups.  You'll travel 35-40% of the time.


  • Strengths in strategic creation and implementation of marketing programs.  Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

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

Thursday, September 6, 2012

Chief Operating Officer - Salt Lake City, UT

This is an awesome position for someone looking to join one of the industry leaders in the Mountain West.  Our client is a specialist working with large commercial risks and employee benefits and they are looking for an experienced manager to oversee the day to day operations and implement strategic decisions.  This is an opportunity that will allow you to "have a seat at the table" with senior leadership, gain ownership and grow within the company.  This organization places a premium on education and an advanced degree like a Masters in Accounting, MBA or JD is preferred.


Our client is an established insurance broker with a rich history of successful business development in the Mountain West.  Reporting to the agency president, the Chief Operating Officer is responsible for enhancing internal organizational processes and infrastructure that will allow the agency to continue growing and fulfill its mission.  You will provide strategic leadership that incorporates finance, Human Resources and operational initiatives. Additionally, perpetuation is a focal point of the agency's business plans.  Not only can this position be set up for leadership success, but your plans to prepare the agency for all forms of perpetuation and retirement planning is critical.

Chief Operating Officer Responsibilities:
Work with the director of human resources, operations managers and the agency's client service team leaders to create consistent policies and procedures to achieve insurance Best Practices.
Additionally, you'll oversee the following staff related matters: recruitment and retention, benefits administration, professional development and new hire onboarding, regulatory oversight and employment compliance.
Under operations management you will: oversee risk management and legal activities of the agency's business operations, business insurance and procurement, organizational reporting and monitoring, office management and information technology (best use of new agency software).
Work with the CFO and president to manage business planning activities like: review and analyze financial reports, support the budgeting process, ensure accurate reporting of costs and monitor organizational performance metrics.

Chief Operating Officer Qualifications:
Minimum of a BA; MBA preferred with at least ten (10) years of combined operations and management experience.
Insurance industry experience is highly desired.
Demonstrated experience in staff development and financial planning overseeing human resources, finance, and legal compliance.
Skills should include organizational development, personnel management and training, process improvement, Best Practices, budget and resource development and high level of collaboration with executive leadership.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x455  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


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