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.

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Director of Client Services - Boston, MA

The Director of Client Services is responsible for creating and supporting a sales driven culture within this Boston insurance agency's personal and small commercial service units.  In doing so you'll ensure the use of best practices standards regarding the placement of new clients, retention of existing clients and management of the agency's overall service platform including claims.  You'll report to the president of the agency for a cohesive approach to deliverables that are in line with the agency's overall objectives.  This is a newly created position that completes the trifecta of leadership within the company.  The firm has been built a platform of catering to affluent clientele, so a large portion of the technical aspects of this role will focus in high net worth personal lines and specialty commercial business interests.

Director of Client Services Responsibilities
Work closely with the vice president of sales to continually evaluate the sales and review process and to train and support account managers. 
Supervise account managers, quality control specialists and additional technical staff hires.  Handle recruiting, hiring, training, mentorship and performance reviews for those employees.  Set continuing education expectations, define roles and establish workflows.  Standardize policies, procedures and the utilization of technology in those processes.
Carrier relationship management is hugely important.  Implement and maintain productive relationships with underwriters; address account specific problems and work on agency wide programs with those contacts. Meet volume goals by providing palcement guidance to client managers and producers.
Serve as an extension of the agency at industry and trade events; attend training and seminars led by insurance company partners on new programs, rating systems and procedures that are important to your team's service protocols.
Create and manage the cross-selling program internally between the personal lines and commercial lines divisions.
Director of Client Services Requirements:
At least 7-10 yeas of career experience working in insurance with proven abilities to facilitate culture, teamwork and best practices within a service unit. 
Product experience can be a blend of personal lines and commercial property and casualty but should be equally if not more heavily weighted to high net worth personal lines.  Familiarity with several of the major private client personal lines insurance companies with the ability to learn the appetites, underwriting guidelines and workflows of those carriers as well as several middle market personal lines and commercial lines writers.

Energetic, proactive, organized, sales-focused and a strong communicator.  Able to tackle projects related to staff development. Possess good leadership skills and have a strong coaching mentality.

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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Four Skills that Every Account Manager Needs to Succeed

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Commercial Lines Client Service Operations Leader - Atlanta, GA

The Client Service Operations Leader is a multi-faceted role that may still be developed around the unique skill set an individual brings to the table.  The insurance brokerage's Atlanta operations are led by the joint efforts of this person who oversees all client management teams and the sales leader who manages business development.  The one aspect that is critical to begin defining this role is prior team leadership experience within an insurance agency so that you can make a more immediate impact tackling projects related to portfolio management, client retention, workflows and general operational strategies.  

Client Service Operations Leader Responsibilities
Leadership- Be involved in employee management and Human Resources functions including recruiting, training and staff development.  Institute policies concerning workplace protocol, set performance guidelines and accountability measures and  review hiring procedures.  Could involve budge preparation, market development and company branding.
Operations- Participate in the planning and execution of the company's business initiatives. Can include working with the sales and service unit managers on assignment of teams.  Can include implementation of new technologies to more efficiently track data and achieve client service goals.  May also focus on internal review of policies and procedures- audits, best practices, compliance and reporting. 
Company leadership- Work closely with the executive team on a host of leadership duties.  This can include fostering an environment of continual improvement, identifying corporate communication strategies, forecasting long range company plans, managing certain financials, establishing internal meetings and attending industry events as a representative of the firm.
Client Service Operations Leader Requirements
At least 7-10 years of property and casualty insurance experience; retail agency experience is required.  Must have client service team leadership experience.

Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology utilization.

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

Vice President Disability Claims Operations - Chicago, IL, New York, NY, Bridgewater, NJ

My client is a leading global provider of insurance, annuities and employee benefit programs. They currently offer an opportunity to join their organization in a key executive role. This position has overall responsibility for claimant operations and associated service for all of claims within the Disability Claim Centers. The position is accountable for the development and execution of claim strategy, financial metrics, and budget development, expense management, service metrics, headcount, and relationships with all partners.  This newly created position will have overall responsibility for all of Disability Claims (both Group – STD, LTD, TAM – and IDI).  This position could be located in either Chicago, IL; New York, NY or Bridgewater, NJ.

Vice President Disability Claims Operations Responsibilities

Accountable for the overall operational effectiveness of the Disability claims operations with responsibility for approx. 1403 FTE’s, and provides direction Claim Transformation and Operational Efficiency.

Responsible for creating the strategy and providing direction to all aspects of Disability Claims.

Lead organization to high customer satisfaction/NPS results while motivating team to create partnerships.

Accountable for achieving operational metrics as it relates to claim performance and operating effectiveness.

Executes on the operational strategies of the organization to achieve appropriate claim management accuracy and operating results from a quality and productivity perspective.

Responsible for the development and execution of an operational budget.

Partner with and/or Implement Quality Improvement processes into the claim organization for all aspects of the claim process.

Vice President Disability Claims Operations Requirements

Must have demonstrated leadership skills that reflect experiences as a significant change agent and innovator that drive to meaningful change in the operations of the organization, in the areas of operational effectiveness and productivity.

Possess significant disability management experience, including knowledge of other Employee Benefit programs (e.g., Worker’s Compensation, Life Insurance) and relative Federal and State Laws.

Significant experience with claim processes and technology to effectively support the various claim management processes and provide the foundation for service and innovative change.

Exceptional presentation skills required.

Proven ability to manage multiple priorities and possess strong project management skills.

Possess excellent analytical, decision making and problem solving skills.

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

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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 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