Private Client Advisor, Account Executive-Nashville, TN

Our client is a full service insurance brokerage interested in expanding its product line in Nashville by adding a private client advisor to the sales team.  Not only is the company committed to growing its personal lines market share in the standard market but they also want to see more influence in attracting affluent clients throughout the Southeast.  Nashville is a natural choice based on the current property and casualty infrastructure, its location within the company’s operating footprint and the demographics of the population.

The agency seeks an experienced, knowledgeable private client advisor who is familiar with the local market and is tied into third party referral streams.  Most importantly a qualified person can and wants to originate new business more so than be in the office servicing accounts.  Naturally there will be times as an advisor when you’re brought in on account management matters, but this role will be about building out a private client platform.  If successful its feasible this position will become the foundation by which other offices throughout the company model its high net worth group.

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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Private Client Personal Lines Account Manager-Washington, D.C.

Our client is a reputable insurance agency with a highly specialized private client group platform. The organization works very hard to integrate each team member into every facet of the sales and service process.  Each person is accountable to the client whether it be consulting on policy provisions and discussing renewals to simply providing timely feedback on policy questions.  The firm’s D.C. office is experiencing terrific growth and has an opportunity for a client service professional with existing high net worth personal lines career experience.

Private Client Personal Lines Account Manager Responsibilities:

• Take charge of aspects of the renewal process including client review meetings, submission compilation and marketing negotiation with carriers.
• Perform policy administration including endorsements and/or other policy changes, certificates and assist with gathering renewal information.
• Manage all policy billing including cancellations, renewals and any applicable payment scheduling or financing.
• Take control of escalated customer service or claims issues.

Private Client Personal Lines Account Manager Qualifications:

• Bachelor’s degree is required.
• At least three (3) years of insurance experience in a client service or sales role within an larger insurance brokerage’s high net worth personal lines division.
• Prior client relationship management/interaction or involvement in the complete sales and service process is required.
• Experience handling policies and working with underwriters from the major high net worth carriers (Ace, Chubb, Fireman’s Fund and Chartis)

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

Private Client Personal Lines Account Executive-Morristown, NJ

Our client is a retail agency focused exclusively on catering to high net worth clients. They are subject matter experts able to introduce risk management solutions to protect personal assets for the wealthy. This company has integrated its sales and service teams in a way that commercially driven agencies are not able to match. An Account Executive in the agency means you work in an integrated team where everyone shares responsibilities for client management and the senior most individuals, including this role, also generate new business sales.

Private Client Personal Lines Account Executive Responsibilities:

• Provide client service and consultation to the agency’s existing client base. Play an active role in marketing, education, policy recommendations and claims support regardless if you or another senior associate first originated the relationship.
• Seek out and sell the agency’s service platform to new clientele; create and execute a business development plan around third party referral streams primarily through wealth advisors.
• Participate in the agency’s ongoing branding by maintaining strong ties with key underwriters in the high net worth market.

Private Client Personal Lines Account Executive Requirements:

• Bachelor’s degree is required.
• At least 5-7 years of experience working in high net worth personal lines insurance; the majority of which needs to be concentrated on the agency side in a high level client management/consulting capacity.
• Prior success in business development; must be able to show ways you’ve created and acted on new leads, built centers of influence and closed revenue in those processes.
• State insurance license.

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

Private Client Personal Lines Account Manager-New York, NY

Our client is a reputable insurance agency with a highly specialized private client group platform. The organization works very hard to integrate each team member into every facet of the sales and service process.  Each person is accountable to the client whether it be consulting on policy provisions and discussing renewals to simply providing timely feedback on policy questions.  The firm’s New York office is experiencing terrific growth and has an opportunity for a client service professional with existing high net worth personal lines career experience.  This can be a senior client management role, one with a business development component, or strictly book administration.  It will largely depend on your experience level and career interests coming into the position.

Private Client Personal Lines Account Manager Responsibilities:

• Take charge of aspects of the renewal process including client review meetings, submission compilation and marketing negotiation with carriers.
• Perform policy administration including endorsements and/or other policy changes, certificates and assist with gathering renewal information.
• Manage all policy billing including cancellations, renewals and any applicable payment scheduling or financing.
• Take control of escalated customer service or claims issues.

Private Client Personal Lines Account Manager Qualifications:

• Bachelor’s degree is required.
• At least three (3) years of insurance experience in a client service or sales role within an larger insurance brokerage’s high net worth personal lines division.
• Prior client relationship management/interaction or involvement in the complete sales and service process is required.
• Experience handling policies and working with underwriters from the major high net worth carriers (Ace, Chubb, Fireman’s Fund and Chartis)
• Senior level candidates will be given the option of assuming a large number of clients without business development responsibilities or taking a smaller case load to have time allocated to originating new business.

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

Account Executive, Private Client Personal Lines-Nashville, TN

This Account Executive position will be actively involved in supporting the sales team with managing a large book of affluent personal lines business.  Your success in the position is because you offer subject matter expertise with the unique challenges of insuring the wealthy’s personal property.  You are also familiar with the coverages and pricing available through insurance companies that specialize in insurance high valued homes, cars, jewelry, etc.  This level of position within the team will require you to be a leader when addressing client needs and delegation of internal duties.  There is a strong possibility you’ll also take on formal management duties over the staff.

Account Executive, Private Client Personal Lines Responsibilities:

• Communicate directly with insureds; provide consultation and education on risk management solutions to protect their personal assets.
• Offer leadership within the service team; providing advice on marketing, escalated client issues and renewal preparations.
• Support the sales team by providing timely, accurate and professional client service which promotes the agency’s referral networks and high level of account retention.
• Take on duties related to workflow processes, employee training, performance reviews and marketing.

Account Executive, Private Client Personal Lines Qualifications:

• Bachelor’s degree is required.
• At least 3-5 years of account management or account executive experience dealing with high net worth clientele for personal lines coverage.  Have worked with Fireman’s Fund, AIG, Chubb and Ace on submissions, quotes, pricing negotiation, renewals and endorsements.  Familiar with those company’s rating platforms, online tools and also an agency management system like AMS360 or Sagitta.
• Ability to multi-task and to lead others as a senior member of the team through training, workflows and escalated client management issues.
• Active state insurance license.

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