Showing posts with label marketing. Show all posts
Showing posts with label marketing. Show all posts

Monday, May 11, 2015

Commercial Lines Marketing Manager - Sioux Falls, SD

The Commercial Lines Marketing Manager assists the sales and service teams with achieving production goals by participating in strategies designed to increase new business revenue and maintain a high level of client retention.  Insurance agencies look to the marketing department as a technical underwriting resource helpful in identifying competitive pricing and programs.  Agencies also rely on this role as a way to coach and mentor employees through the underwriting analysis and due diligence of complex property and casualty risks.  This is a highly integrated role with career development opportunities.  It’s also a role suited for someone who excels in coverage analysis and placement such as an experienced underwriter who desires more direct interaction in the sales and consulting process.   

Commercial Lines Marketing Manager Responsibilities
  • Serve as the placement expert within the centralized market team.  Work very closely with producers, account executives and clients on preparing programs that are competitive, creative and address risk management issues.  Train and develop internal staff on marketing strategies.
  • Set goals and objectives for the marketing department including speed and accuracy of quotes, program design and segmentation of responsibilities based on factors like new versus existing business, premium size, complexity of financing structures and so on.
  • Prepare reports, analysis and presentations for the sales team coming to those terms through negotiations and accountability with underwriters.  Attend client review meetings and discuss loss history, rate trends, market accessibility and special programs available to them.  

Commercial Insurance Marketing Manager Qualifications
  • At least five (5) years of broad property and casualty insurance experience with direct involvement in the analysis and selection of new or renewal submissions.  Underwriting experience is preferred.  Professional designations like CPCU, AU or ARM is also desired.  State insurance license required shortly upon hire.
  • Strong multi-line commercial coverage knowledge with general liability, commercial auto, property, and workers compensation. Familiarity with plans, pricing, forms from multiple insurance companies and wholesale brokers.
  • Display leadership qualities with a clear understanding of setting objectives, goals and achieving results for a centralized marketing department.  Ability to coordinate efforts with the sales and service teams as well.


Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@csgrecruiting.com
Phone: 515-987-0242 x 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Tuesday, March 11, 2014

Commercial Marketing Specialist - New Orleans, LA

The function of a Commercial Marketing Specialist is to provide underwriting support as well as program design and market knowledge to the sales and service teams within this independent insurance brokerage.  When utilized to its fullest extent a centralized marketing team incredibly beneficial to the due diligence process with large, complex and unusual cases.  It also brings a level of sophistication and support the producers and client management team can lean on during very active renewal seasons.


Commercial Marketing Specialist Responsibilities
Responsible for the effective marketing of property and casualty accounts to companies and brokers in accordance with the practices, policies and procedures of the agency.
Market all lines of commercial insurance and directly impact revenue goals through the speed and efficiency at which you work with the intention securing a speedy turnaround with competitive rates and terms. 
Pre-underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures; complete applications, analyze loss information, etc.
Act as account liaison for the producer in dealing with other departments of the agency for quoting of specialized lines of coverage.
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations and sound negotiations.

Commercial Marketing Specialist Requirements
Bachelor's degree preferred.
At least five (5) years of commercial insurance experience heavily involved in marketing, account placement and carrier relationship building.
Specific industry expertise isn't required though a lot of these accounts are industrial based like in manufacturing, construction, oil and gas and professional lines.  Broad knowledge of property and casualty plans is required.
Excellent presentation skills; comfortable being out of the office with the sales team to discuss coverage plans with clients.

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:










Monday, March 10, 2014

Insurance Agency Leadership Opportunities Coast to Coast

Hi There!  I’m working on several  leadership opportunities with well-respected agencies and brokers across the United States.  Please take a look below and reach out if you have any interest or questions!  Please feel free to pass along to anyone that might be interested. 


Leading the branding and development of an insurance agency’s region is a job for an accomplished leader with his or her pulse on sales, marketing and business development that helps make any retailer successful but in this case taking into consideration the unique factors in leading the charge for the state of Alabama.  This is a terrific opportunity for a senior commercial lines professional who has built a successful career on the broker side and wants to continue on in a leadership role for a thriving firm with significant growth plans.

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.  It’s 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.

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. 

The Director of Select Business Insurance is a newly created role designed to parcel out this large, multi-state brokerage's small business accounts from its middle market portfolio.  In order for the company to achieve its growth goals there must be uniform segmentation of business with a formalized brand, marketing and distribution management strategy in place for commercial accounts that generate under $50,000 in premium.  An accomplished commercial insurance leader with knowledge of agency infrastructure and operations to manage this type of business unit is needed to fill these important shoes.  This position will become the model by which the other area regions of the firm will build out its small business platform.

The Vice President of Recruiting will responsible for the execution of growth initiatives to increase its group of affiliated members within the life and financial services practice. This is an organization has a national consulting platform for insurance, benefits and wealth management services distributed through retail agencies and broker/dealers.  This role will coordinate efforts alongside the leadership team and outside partners to source, analyze and ultimately secure new group's for the company's life insurance advisor network.

Our client is a regional insurance agency who is actively looking for someone to manage a mid-sized team of commercial lines Customer Service Representatives, Account Managers, and Supervisors.  The ideal candidate will have current experience overseeing a team to execute team goals, professional development, and daily service process and procedure.

Our client is a large regional agency in the greater Boston area that is actively seeking a Commercial Lines Manager to oversee their service staff and operations.  This is a critical leadership role as you will develop, lead, and manage the service team to ensure client satisfaction and retention while meeting the agency’s overall goals and objectives.

The Senior Commercial Producer role is a very special position carved out by this independent agency to satisfy top line growth goals, future perpetuation and the rebranding of its construction unit.  Rooted in central Pennsylvania, this firm has its arms outstretched much farther than the local economy with its producers maintaining established books of business, many built around legacy construction accounts, into surrounding states. All the construction focused resources are in place; now it’s just a matter of finding a strong sales executive as the face of new growth in the practice.

This opportunity isn't exclusively for individuals already concentrating on construction accounts. Rather, if you're keen on specializing in a particular niche and see how opportunities in construction can be quite lucrative, particularly with strong resources behind you, then the agency will help you make the transition to this exclusive platform.


This position is so all-encompassing that monikers like Sales and Marketing Leader, General Manager and Operations Officer could very easily follow this position’s Executive Vice President header.  This is a newly create role for an independent agency positioning itself for future growth through the addition of an experienced insurance executive.  Success in this position is determined when the agency achieves its growth and profitability goals through the big and little projects a great behind-the-scenes leader tackles.  In this role you’ll manage the agency’s administration, finances and all other units underneath the operations banner as well as branding, marketing and be closely tied to the sales team.

The Commercial Lines Director role will start up a property and casualty division from the ground floor for a retail agency in Austin.  The firm is well capitalized with a current portfolio that includes traditional insurance revenue and diversified, non-insurance business holdings.  Commercial insurance will be the main focus of the agency’s growth strategy moving forward, so its incumbent upon the person in the leadership role to develop and execute the successful launch of the practice.  Over time as the commercial division grows your role could be more heavily slanted towards management, but in the first few years of development the revenue needed to create the practice will come through your ability to sell.


In this role you will be responsible for management of the company's litigation and its communication with insurance regulators and for providing legal support to the company's new business, policyholder resolution, agency services, suitability, compliance, and marketing areas.  It is an exciting opportunity to work with the EVP, General Counsel to shape the legal department of a vibrant, growing insurance company in the Midwest.


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:










Senior Commercial Marketer Oil and Gas/Energy - Baton Rouge, LA

For most insurance agencies the collaboration between marketing and sales is critical to ensuring the successful acquisition of large risk management accounts. This position, Senior Commercial Marketer, is needed not only because the agency desires an experienced presence to support one of its biggest regions but also because of its ongoing specialization in energy risks.  It will immediately tackle a large book of new and renewal business with alternative funding, loss sensitive accounts, many of which are also oil and gas related. Because of the immediate impact this position makes in the Baton Rouge team the agency requires an individual with strong placement and negotiation experience.  Its very conceivable for an individual with the right senior experience this role will be in a position to take on leadership duties that over time may include strategic department design, workflow improvements and staffing initiatives.


Senior Commercial Marketer Responsibilities
Responsible for the effective marketing of insurance risks to companies in accordance with the practices, policies and procedures of the agency.  The majority of accounts will be energy and oil and gas related in south Louisiana and along the Gulf Coast.
Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and retention of renewals.
Pre-underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures.
Act as account liaison for the producer in dealing with other departments of the agency for quoting of specialized lines of coverage.
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations and good negotiations.

Senior Commercial Marketer Requirements
At least five (5) years of commercial insurance experience heavily involved in placement of business and pricing negotiations; since agency experience is required individuals who have gained this experience as a producer, senior account manager, account executive or marketing specialist will be strongly considered.
Large account, loss sensitive rating and proposal experience.  Specific industry expertise in oil and gas is extremely helpful.  However, in general broad property and casualty knowledge along with existing underwriting relationships for business in south Louisiana is more important even if this were in other industrial sectors. 
Excellent presentation skills; comfortable being out of the office with the sales team to discuss coverage plans with clients.

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:










Friday, February 28, 2014

Marketing And Communications Specialist-Detroit, MI

Our client is a regional insurance agency that is poised for growth and seeking the addition of a Marketing and Communications Specialist in their group benefits division for their upcoming client service needs. The ideal candidate will be able to help formulate and then implement a marketing communications program that will support the company’s overall strategy and long-term goals.

Marketing and Communications Specialist Responsibilities:
  • Assess the organization, its target customers, competition, the current industry landscape and developing trends.
  • Utilize this information to craft the appropriate branding message to be communicated to target audiences.
  • Determine which communication methods are necessary to promote the agency’s brand awareness to targeted audiences.
  • Maintain the agency website – re-design in terms of content and graphics, and then maintain and update as necessary to ensure the best possible image is presented to visitors to the site (current and prospective customers, employees, and carrier partners).
  • Develop marketing collateral for use in promoting the company’s capabilities.
  • Maintain responsibility for the company’s logo and overall imaging in all visible forms, including promotional items.
  • Create and place advertising in selected publications as deemed appropriate.
  • Work with senior management to assess various non-profit organization sponsorship opportunities.
  • Manage public relations activities, including the preparation of press releases and serving as company spokesperson when appropriate.
  • Work with peers among the agency when their client-facing communications can benefit from the perspective of marketing communications, such as education programs, compliance training, work products (renewal analyses, benefit booklets), customer satisfaction surveys, and newsletters.
  • Assess social media opportunities and determine if and how the company will participate in this arena.

Marketing and Communications Specialist Requirements:
  • Bachelor’s degree in marketing, public relations, advertising, journalism, or communications.
  • 5-7 years of experience in the field of marketing communications with insurance industry experience a huge plus.
  • High level of proficiency with Microsoft Office, desktop publishing and website design.
  • Exceptional writing skills – must be adept at conveying written messages both effectively and with grammatical accuracy.

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 Marketing Specialist-Detroit, MI

Our client is a regional insurance agency with the capacity to provide insurance and risk management programs for complex, high risk insureds. This position runs the agency’s entire marketing operation with the express early goal of redefining processes, procedures and tightening up the philosophy of the impact marketing plays in educating the internal staff as well as advocating for the insured.

Commercial Lines Marketing Specialist Responsibilities:
  • Oversee the accurate compilation and timely release of prepared submissions to market.
  • Assist in the ongoing training of account managers and producers with respect to submissions, proposals and renewal marketing.
  • Generate and obtain benchmarking data and market trends.
  • Seek out appropriate relationships within standard and E&S markets; work closely with wholesale brokers and insurance companies as the agency’s primary point of contact for contract negotiations, premium commitments, etc.
  • Contribute to the overall business and sales strategies of the agency’s operations.

Commercial Lines Marketing Specialist Qualifications:
  • Bachelor’s degree is required.
  • At least seven (7) years of commercial insurance experience heavily tied into the sales and marketing process of large risk management accounts. Exposure in underwriting is helpful but retail agency marketing experience is highly desired.
  • Ability to partner with sales executives, client service staff and marketing specialists to analyze risk, strategize renewals and help advise clients on appropriate insurance programs.
  • Must have extensive carrier and wholesale brokerage relationships to provide an advantage when negotiating the best coverage and rates available.

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:











Friday, January 10, 2014

Senior Employee Benefits Producer-Pittsburgh, PA

Our client is a large regional insurance agency that in recent years has been quietly expanding in Pittsburgh.  Property and casualty business has been the basis for their growth, so naturally group employee benefits opportunities have come through those clients too.  In order for the agency to create the Pittsburgh office it originally envisioned a local employee benefits team must be established. This position, Senior Employee Benefits Producer, is the first hire that will lead the agency's "boots on the ground" strategy in Pittsburgh. 
For an experienced benefits producer who wants an entrepreneurial position this is a great opportunity to have it all- a sales role, strategic input and to be part of a firm that culturally perpetuates leadership from within.  You'll have a say in decisions related to the western Pennsylvania territory including service hires and marketing.  You'll be the singular business development point of contact for leads created through the agency's commercial clients in and around Pittsburgh. 



To be considered for this opportunity you must possess:

 A bachelor's degree and be skilled in prospecting new business clients on your own.  Proven sales success means you have an existing customer base; not necessarily one that can follow you knowing how non-competes are enforced but rather you're familiar with and known to business owners in the local market.  This gives you a starting point to develop business in a new agency.  Despite cross selling opportunities the agency wants someone who is confident in their ability to build a book from scratch knowing hitting the $1MM mark can happen more quickly because of the existing P&C book available in this situation.


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: