Showing posts with label operations manager. Show all posts
Showing posts with label operations manager. Show all posts

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:










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:










Friday, April 26, 2013

Director of Commercial Lines Operations - Memphis, TN


Our client is an independent insurance broker deeply rooted in the Memphis market.  As the company grows so too does the need for experienced leadership in the commercial lines division.  This position, Director of Commercial Lines Operations, is a multi-faceted role that will balance the strategic responsibilities of leading the property and casualty service unit with the close management of efficiencies, training and technology utilization vital to client retention.
Director of Commercial Lines Operations Responsibilities
  • Leadership- management of commercial account managers, account executives and team supervisors; set performance guidelines, accountability measures, review and hiring procedures.
  • Sales and Service- participate in planning and execution of the agency’s business development goals; assignment of teams, coordination with claims and loss control on value added resources; implementation of revenue building strategies like cross selling and account rounding.
  • Technology- assess the agency’s strength and use of technology; lead all technology projects related to system upgrades and conversions; seek out solutions for technology implementation to better communicate with clients about insurance education and administration.
  • Operations- Team collaborator working with executive leadership on budget preparation, staffing needs, market development and agency branding.
Director of Commercial Lines Operations Requirements
  • Bachelor’s degree.
  • At least 7-10 years of property and casualty insurance experience in the middle market and risk management space.
  • Candidates with retail agency or brokerage experience are highly desired.
  • Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology project management.
 For immediate consideration please email me at sthompson@insurance-csg.com or call at 515-216-5455.

Tuesday, January 15, 2013

Director of Commercial Lines Operations - Memphis, TN


Our client is an independent insurance broker deeply rooted in the Memphis market.  As the company grows so too does the need for experienced leadership in the commercial lines division.  This position, Director of Commercial Lines Operations, is a multi-faceted role that will balance the strategic responsibilities of leading the property and casualty service unit with the close management of efficiencies, training and technology utilization vital to client retention.



Director of Commercial Lines Operations Responsibilities
Leadership- management of commercial account managers, account executives and team supervisors; set performance guidelines, accountability measures, review and hiring procedures.
Sales and Service- participate in planning and execution of the agency's business development goals; assignment of teams, coordination with claims and loss control on value added resources; implementation of revenue building strategies like cross selling and account rounding.
Technology- assess the agency's strength and use of technology; lead all technology projects related to system upgrades and conversions; seek out solutions for technology implementation to better communicate with clients about insurance education and administration.
Operations- Team collaborator working with executive leadership on budget preparation, staffing needs, market development and agency branding.

Director of Commercial Lines Operations Requirements
Bachelor's degree.
At least 7-10 years of property and casualty insurance experience in the middle market and risk management space.
Candidates with retail agency or brokerage experience are highly desired.
Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology project management.

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


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Agency Operations Manager - Jackson, MS


Our client is a large regional and national agency who is growing and currently looking for an Operations Manager in their Jackson area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on all lines of insurance risks.



Agency Operations Manager
Oversee multiple offices for all departments including commercial, personal lines, and employee benefits.
Create consistent policies and procedures to be followed and maintained consistently in all offices.
Work with leadership team to develop and implement all procedures and train staff accordingly.
Monitor performance of client service teams and individuals.
Oversee staff, approving vacation time, timecards, daily issues, and much more.
Coordinate with management team to ensure oversight in each office is consistent with overall objectives and goals.

Agency Operations Manager Requirements
Bachelors degree preferred.
7-10 years of insurance experience, preferably on the agency side.
Previous management experience an absolute must.
Some travel required.

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 all of our postings here:


Check out some of my recent articles on the blog here:



















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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Thursday, August 2, 2012

Director of Administration & Client Service - Executive Benefits - New York City


I'm working with an awesome agency that is a niche player in a high net worth product geared towards senior executives of Fortune 500  caliber companies.  They are looking for an operations manager to oversee their service practice.  Our client offers a white glove approach that focuses on service first and needs someone that understands the needs and expectations of their clients.


Director of Administration & Client Service - Executive Benefits
Our client is a successful administrator of executive life and long term disability benefits to large employers. Designed to support a Fortune 500 company's insurance needs, the partnership develops, implements and maintains important voluntary insurance products to executive employees.  This position, Director of Administration and Client Service, will manage the company's administrative division which handles enrollments, client service and technology.  This requires a high energy, forward thinking professional who can be a mentor, a manager and a strategic leader for the company.

Director of Administration and Client Service Responsibilities:
Manage the day-to-day operations, quality standards and client service initiatives involved in individual executive disability enrollments and administration.
Solidify Best Practices and implement efficient processes to maintain a "white glove" standard for client service, balancing multiple long term disability enrollment functions with relationship building and communication.
Hire, train and set performance reviews with staff (account managers, CSRs and technology/database managers); make compensation recommendations; create annual budgets.
Participate in the company's executive leadership group; attend business development meetings and industry functions as needed.

Director of Administration and Client Service Qualifications:
Bachelor's degree is required; at least five (5) years of team leadership, supervisory or management experience.
Background in one or several of the following disciplines: disability (executive disability, short term or long term disability), life insurance, employee benefits or long term care.
Detailed understanding of voluntary benefits administration including enrollments, policy management and communication.
Outstanding attention to detail with a commitment to high quality service delivery catering to high earning executive business professionals.

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.

Monday, March 19, 2012

COO/Agency Manager - Houston, TX

This is a terrific opportunity to join the leadership of a growing agency in Houston.  Our has grown by leaps and strides over the past couple of years and needs someone to step in to handle the operations of the organization full time.  They are open to diverse backgrounds.  However, I feel that the right person would be someone that has exposure to managing a team of people servicing middle market or smaller risk management business, has P&L exposure and knows how to create processes and procedures.

COO/Agency Manager

Our client is a growing independent agency based in Houston.  The agency predominately insures middle market property and casualty accounts but also offers clients a variety of employee benefits, personal lines and group retirement solutions.  This position, COO, is a unique role for someone interested in taking the lead on all aspects of running the daily operations of the agency. Alongside the president and sales team, you'll ensure the needs of clients and employees are being met fairly, timely and in the best interests of continuing to build the agency's reputation in the community.  Though a busy role, you will enjoy the autonomy necessary to make changes, set programs in place and respond to issues that may arise with accounts, employees or during marketing.

COO, Agency Manager Responsibilities:
Oversee the agency's financial operations; accounting, billing and premium finance, payroll, financial reports and annual business plans.
Manage all client service and administrative staff; hiring, firing, training and performance reviews.
Provide direction to the client service team on portfolio management, i.e. monitoring escalated client service issues, workflow delegation, marketing and renewal planning, cross selling and revenue growth.

COO, Agency Manager Qualifications:
At least 7-10 years of applicable insurance experience; a mixture of property and casualty, personal lines or employee benefits technical proficiency is certainly acceptable.
Detailed background with operations and service experience such as accounting, budget management, surplus lines and agency compliance matters.
Very important is prior staff management duties; overseeing Human Resources functions like staff training and development, performance management, maintaining positive morale and improving employee productivity.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-216-5455  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



Check out some of my recent articles on the blog here:




















Tuesday, March 13, 2012

Commercial Lines Practice Leader - Baton Rouge, LA

This is a really unique position that is a great opportunity for the right candidate.  Our client is a well respected agency in South Louisiana that is looking for a sales manager to oversee the growth and succession of their property and casualty practice.  They need someone that has the ability to train and recruit new talent while also motivating and developing senior producers.  In addition this company offers strong growth potential.   They are open to someone that will relocate into the area and would love to speak with anyone that has ties to the South Louisiana market.

Commercial Lines Practice Leader 
Our client is an independent insurance agency deeply rooted in the south Louisiana insurance industry.  As the company continues to grow the need for visionary leadership is important.  This position, Commercial Lines Practice Leader, will balance the strategic responsibilities of leading a commercial lines agency with the close management of all day-to-day sales, service and marketing operations.  The primary function of this role is to drive growth, innovation and collaboration across all property and casualty departments.

Commercial Lines Practice Leader Responsibilities
Develop and implement strategies to improve sales success, account retention and service standards.
Supervise the division managers of the following divisions: commercial sales, marketing, account management, claims, risk management and personal lines divisions; indirectly oversee daily operations in each of the disciplines.
Participate in recruiting, producer training and staff development.
Play an active role in agency marketing including carrier relationships, program development and geographic expansion.

Commercial Lines Practice Leader Qualifications
Bachelor's degree is required; advanced college education or insurance accreditation (CPCU, CIC, ARM) is helpful.
At least 10-15 years of successful involvement within the commercial insurance industry; must have in depth knowledge of agency operations, sales management and marketing.
Demonstrated ability to lead teams, coordinate initiatives and promote agency growth.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-2165455 Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



Check out some of my recent articles on the blog here:



















Thursday, November 3, 2011

Employee Benefits Practice Leader - Midwest

This is a terrific opportunity for a well respected independent agency in the Midwest.  Our  client is looking for a transformative sales leader that can take their practice to the next level.  Their desire is to find someone that can help redesign their practice and grow it significantly.  The right person will have a strong sales management background a strong consultative vision.  Additionally they are open to someone coming from the agency or carrier side.  

Employee Benefits Practice Leader
Our client is a regional, independent agency constantly seeking new ways to drive middle market business.  The agency believes innovation is driven through strong leaders and successful producers.  The group benefits practice is in need of a visionary sales leader.  This position, VP, Group Employee Benefits Practice Leader, has tremendous authority to design what the agency's future benefits practice will look like as well as what types of sales and service staff are needed to achieve those goals.   Seeking leadership in the group life and health insurance team, this position is critical to the company's ongoing success and efficiency in sales, customer service and marketing.

Group Employee Benefits Practice Leader Responsibilities:
Oversee all product offerings, new business development and account retention strategies.
Provide a vision and growth plan for how the company will remain profitable and how the division will expand its capabilities in group medical, ancillary lines and special programs.
Promote interdepartmental resource sharing, identify opportunities for cross selling and capitalize on similar association marketing; additionally, make the most of technological resources and vendor relationships.
Establish a sales culture that will attract the best sales talent and maximize each employee's capabilities. 
Solidify the agency's branding; capitalize on opportunities to maintain a competitive advantage in the market.

Group Employee Benefits Practice Leader Qualifications:
At least 10-15 years of progressive group life and health insurance experience; experience in leadership for an agency, brokerage or consulting firm is critical.
Successful history of change management within a sales organization, i.e. creating a sales culture.
Be a hands-on manager; enjoy direct management of administrative staff; also, desire to work alongside producers in the field helping to originate new business through your personal networks and close accounts through a team based sales approach.
Understand ways to distinguish the agency through customer service, technology, special product offerings, association marketing, client communication strategies and alternative funding programs.


Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



Check out some of my recent articles on the blog here: