Vice President, Employee Benefits Leader-IA

A Vice President and Employee Benefits Leader in this company will be charged with working alongside the sales and executive teams to design the inner workings of the group life and health team in response to the agency's long term growth strategy.  It requires an individual who is creative and has a vision for the way a retail brokerage's sales, marketing and client service interrelate.  Most important to this role is that you are a strong implementer who understands the challenges involved in personnel management, marketing and branding, efficient technology utilization and standard workflow practices.  A highly qualified individual excels in operations leadership and has a keen sense for how their efforts help achieve revenue goals.  It means having creative and innovative leaders that can recreate sales success, manage markets and be on top of client deliverables that direct tie back to retention.  A person in this role will need to have a strong working history in the group life and health market with leadership experience tied to sales performance, service and marketing management.

Vice President, Employee Benefits Leader Responsibilities:

Client Service and Marketing:
Spend significant time innovating the agency's consulting process. This includes streamlining the account management workflows, developing an Account Executive model and creating career paths within the various layers of client service.  Also, working on a value added brand with integration of consulting services offered by the firm or with its partners related to benefits communication, enrollments, underwriting/actuarial services, claims and wellness. 

Marketing:
Maintain existing carrier relationships, expand existing business through the identification of fee based/consulting opportunities, alternative arrangements (exchanges and trusts) and cross selling initiatives with sales and other product teams.  Additionally, marketing includes involvement in industry branding; create a visibility of the company's work in the health insurance space; participate in key professional organizations and stay abreast of factors concerning the Affordable Care Act.

Operations and Management:
Handle recruiting and training protocol for client service and marketing staff; identify additional positions that are critical to a sophisticated health risk management staff.  Train and develop staff to satisfy service expectations, compliance and reporting requirements.  Provide strategic and tactical support to staff; ensure performance and development plans are in place; meet regularly with executives, sales leaders and supervisors for timely feedback on improvements, changes and performance within the company's benefits division.

Leadership:
Communicate with the executive leadership team regarding goals, results and profitability. Participate in the acquisition of new clients and selling additional services and/or products to existing clients. Manage expenses and prepare budgets.

Vice President, Employee Benefits Leader Requirements:

• Bachelor's degree is preferred; advanced education or professional insurance accreditation is highly desired.  State insurance license.
• At least 7-10 years of leadership experience within a group employee benefits division, practice group or retail agency.  Brokerage exposure is critical to stepping into this role. You must have an established management background involving operational, marketing and client service. 

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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Director of Commercial Lines Operations-IA

The Director of Commercial Lines Operations will have significant influence in the development of this firm's risk management infrastructure.  Specifically, this is a leadership role that will help the agency achieve its long term growth goals by advancing the mission and objectives of the property and casualty team.  You'll be active in marketing and client service management as well as streamlining the way sales and service personnel work together.  This is a tremendous leadership opportunity for an experienced commercial lines insurance executive who has dealt with retail agency transformation initiatives before. 

Director of Commercial Lines Operations Responsibilities:

Management:
Focus on the development of personnel (mostly client service, marketing and administrative support). Create a culture of growth as it relates to development and performance.  Handle recruiting and training initiatives; address continuing education, perpetuation and infrastructure needs. Participate in achieving best practices goals. Make necessary improvements and adjustments in support offerings the sales team needs to obtain and retain new clients.

Operations: 
Create and execute organizational strategies addressing structural changes to policies and procedures, staff development and training, workflow and team capacity, effectiveness of technology/management systems and quality control. Monitor employee revenue metrics; benchmark industry trends regarding customer service quality; conducts audits.

Leadership:
Play an important role in company marketing handling key insurance company relationships (setting up programs, negotiating contracts, development new proprietary products).  Get involved in external vendor management including use of third-party administrators for claims and resource allocation.  Help set departmental objectives; manage budgets. 


Director of Commercial Lines Operations Requirements:

• Bachelor's degree is preferred; advanced education or professional insurance accreditation is highly desired.  State insurance license.
• At least 7-10 years of property and casualty leadership experience; most importantly is a track record of successful innovation dealing with structural changes to staff, systems, technology and training. 
• Agency experience is strongly preferred; highly qualified candidates have division, regional or practice level qualifications from a commercial brokerage.   At this level you've been involved in more than just administrative duties and have been actively involved in the sales, marketing and client consulting process. 

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

Three Things that Account Managers Should Do