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.

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Agency General Manager-Woodland Hills, CA

For over 40 years our client has offered the finest insurance programs and services available. They offer affordable medical, dental, vision and short term plans to individuals, families and business owners. They have representatives who specialize in Group Insurance plans. 

Agency General Manager Responsibilities:

• Direct the sales and administrative staff for the agency’s success and growth.
• Be an ambassador of the company who strengthens carrier relationships through every interaction and creates new business opportunities.
• Develop and deploy business plans that drive the financial success of our agency.
• Ensure staff execution of strategies and be able to proactively identify and address changes as needed. 
• Ensure that top quality client relationships are established and maintained.
• Ensure fast contact and great service to clients and carriers.
• Serve as the subject matter expert while ensuring staff proficiency for evolving industry trends, product offerings and compliance changes.

Agency General Manager Requirements:

• 5+ years of management experience in the Health Insurance industry
• Must have a California license to transact Life/Accident/Health insurance
• Proven leadership in an agency setting
• Client will consider transition of present book of business into their agency

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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Director, CQI-Dallas, TX

We seek an individual with strong project/program management skills.  The ideal candidate must have the ability to effectively manage several high-priority projects simultaneously with varied operations and technology project experience.

Director, CQI Responsibilities:

• Manage project development from beginning to end; defining project scope, goals and deliverables that support business goals in collaboration with VP of CQI and Senior Management.
• Develop project plans, associated communication and educational materials and determine the resources and participants needed to achieve project goals.
• Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion.
• Set and continually manage project expectations with team members and other stakeholders.
• Delegate tasks and responsibilities to appropriate individuals.
• Plan, schedule and track project timelines, milestones and deliverables using appropriate tools.
• Develop and deliver progress reports, proposals, requirements documentation, and presentations.
• Suggest and execute on corrective actions for projects/steps as needed.
• Build, develop, and grow external business relationships vital to the success of the project(s).
• Conduct independent research in support of projects and in anticipation of future adjustments to plans or programs.
• Conduct project post mortems and create a recommendations report in order to identify areas of opportunity for improvement in the future.
• Develop quality programs, define metrics and establish tracking/reporting mechanism for practice and client deliverables.
• Identify and recommend process improvements in existing practice areas.
• Utilize data to develop recommendations and drive decisions.
• Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Elicit cooperation from a wide variety of sources, including Senior Management, team members and external vendors.

Director, CQI Requirements:

• 8-10 years of professional experience working with continuous improvement.    
• Strong written and oral communication skills.
• Adept at conducting research into project-related issues and products.
• Must be able to learn, understand, and apply new technologies.
• Effectively prioritize and execute tasks in a high-pressure environment.
• Six Sigma trained/certified 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.

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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Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

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Group Product Subject Matter Expert-Nationwide

My client provides technology solutions, products and services for the North American insurance industry across lines of business - P&C, L&A and Health insurance. Their focus is on delivering enhanced business capabilities to their clients through a combination of world-class enterprise grade products in modern technologies (IP), implementation services and specialized IT services. They currently seek a Group Product Subject Matter Expert o provide expert input into the Sales and Marketing and Product Management of the their customer’s benefits group system.  Will be a SME on the True Group and Voluntary Benefits space and assist in their growth plans through thought-leadership, marketing and assistance with product roadmaps.

Group Product Subject Matter Expert Responsibilities:

• Apply proven deep understanding of the True Group and Voluntary Benefits market to assist the team building out the growth strategy in this market.
• Provide expertise for building requirements and PAS and Billing system development on a variety of group product types (DI (STD, LTD), CI, Accident, Dental, Vision, AD&D, Life, Hospital Indemnity, etc).
• Support the research and elaboration of product concepts. Conduct primary and secondary market / Industry research for the Group market positioning.
• Support preparation of white paper models and/or proof of concepts to elaborate product ideas or concepts.
• Drive business process improvement position statements for enhancing the value delivered to carriers through the technology & participate in industry forums/boards

Group Product Subject Matter Expert Requirements:

• Deep experience in the Group and Voluntary market
• 5+ Years of experience within a group carrier (operations or IT)
• Exposure to the full Group space value chain and some prior IT exposure
• Customer facing experience and ideally C-level interaction
• Important that this person have a solid technical product understanding. How is the product built. But also experience on the operations side. Experience with front end. Experience with enrollment companies. Understand choices carriers make in the processing of the business. Work flow. Business processing.

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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Operations Manager--Scottsdale, AZ

My client is a nationally recognized annuity product development and distribution firm that excels in driving innovation, development and distribution of guaranteed retirement income and accumulation products. With over $13 billion in sales since 2006, their products are rapidly becoming a cornerstone of modern retirement plans. They presently offer a fantastic career opportunity for someone with the skill, experience and drive to build a new operations team within a high-energy, stable and professional environment.

Operations Manager Responsibilities:

• Develop and implement plans for the operational infrastructure of systems, processes, and personnel to accommodate growth and new product.
• Direct functions, staff and systems necessary to provide pre/post sales administration and client service.
• Establish and maintain appropriate procedures and controls to ensure accuracy, efficiency and productivity are maintained for all work performed within operations team.
• Maintain and cultivate strong carrier relationships.
• Work closely with sales team on complex cases, compliance issues and service questions.
• Responsible for all compliance questions, complaints and issues that involve wholesaling groups or their agents.
• Liaison between operations team, sales team and insurance carriers.

Operations Manager Requirements:

• Strong background and work experience in Insurance Carrier Back Office Operations, Financial Services and/or Securities is a must.
• Expertise in policy issuance, generation and management of insurance documents, client service.
• Excellent Interpersonal skills.
• Excellent communication skills, both verbal and written.
• Proficiency in Excel, Word, and Outlook.

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

Three Things that Account Managers Should Do

Four Keys to a Great Reference

Three Things that Account Managers Should Do

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.

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

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

Vice President of Operations-NJ

My client offers a portfolio of distinctive specialty products. They provide Accident & Health coverages and other customized insurance solutions. They currently offer an opportunity to join their organization in a key leadership role responsible for and manage functional areas including Premium Accounting and Budgeting, Policy Administration, Distribution Support and Producer Licensing.  This individual will provide guidance and counsel to the US A&H CEO on business transactions, new opportunities, expense planning and operational efficiencies.

Vice President of Operations Responsibilities:

• Execute operating plans for each functional area, especially Administration and Premium Accounting.
• Play a key role in strategy and plan implementation.
• Oversee management audits of key third party relationships
• Provide leadership input on a broad range of strategic, operational and financial issues
• Interface with worldwide A&H technology team and provide business vision and requirements for technology changes.

Vice President of Operations Requirements:

• 10-15 years of experience (A&H and/or Life industries preferred)
• Strong leadership, communications, and influencing skills
• Ability to work in a high growth, faced paced environment; work effectively across geographic and functional boundaries
• A proven track record of success and experience in working with a matrix or federated organizational structure

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