Vice President, Senior Commercial Producer-Statewide, SC

A lot of insurance agencies make the cliche statement, “We’re always looking to hire good producers.” The reality is the very best, most progressive retailers build a business model in the image of national brokerages without losing their regional identity. Capstone’s success in matching experienced insurance producers with this client is because we appreciate at some point it’s not a question of whether a person can sell. Its about bringing together an agency’s business model with a producer’s specialization at the right time for both parties.

In the South we are in a position to introduce you to a retail brokerage client that is aggressively growing in a new way, through the identification and acquisition of experienced specialty producers. The company offers a niche driven model with centralized client service, claims and risk management resources to provide technical support in these verticals. If you’re a producer whose sales success is due to platform specialization we would like to discuss their plans in the following areas:

• Healthcare/medical malpractice
• Transportation
• Energy (oil & gas)
• Agriculture/agribusiness
• Real estate
• Hospitality

Many of these verticals were created because of the ambition of a senior producer. There are opportunities within this company for an incoming producer to create and build a platform. Even if your area of expertise is different from the list above we’d still like to visit with you about a potential match with this client.  Please contact Scott Thompson for a confidential conversation.

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

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Commercial Lines Account Manager-Dallas, TX

Our client is a large regional insurance agency that is in immediate need of a Commercial Lines Account Manager.  The ideal candidate will have experience working with larger real estate clients and preferably within an agency setting.  It will also be critical that you possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Commercial Lines Account Manager Responsibilities:

• Coordinate the renewal of current client business by providing renewal notices to the team.
• Assist in the renewal process by preparing rough draft coverage summary, ordering loss information from the carrier, preparing premium summary as directed, processing and issuing renewal forms, requesting renewal quote from present carrier, updating and completing coverage, providing analysis for the department manager’s review, sending submissions to new markets, reviewing quotes and initial preparation of proposal, and processing renewed accounts.
• Participate in the new business marketing process as directed.
• Execute changes requested on policy and monitor for receipt of company endorsements, provides premium breakdowns, coordinates custom binding orders, and arranges loss run schedules for client.
• Responsible for resolution of account criticisms.
• Makes arrangements for client premium financing.
• Participates with producer in decision-making process on client credit balances over 90 days.

Commercial Lines Account Manager Requirements:

• Associate of Arts degree or equivalent education and/or experience, preferably in an agency setting.
• State P&C license required.
• Experience working with real estate accounts a huge 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.

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

Commercial Lines Account Manager-Denver, CO

Our client is a large regional insurance agency that is in immediate need of a Commercial Lines Account Manager.  The ideal candidate will have experience working with larger real estate clients and preferably within an agency setting.  It will also be critical that you possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Commercial Lines Account Manager Responsibilities:

• Coordinate the renewal of current client business by providing renewal notices to the team.

• Assist in the renewal process by preparing rough draft coverage summary, ordering loss information from the carrier, preparing premium summary as directed, processing and issuing renewal forms, requesting renewal quote from present carrier, updating and completing coverage, providing analysis for the department manager's review, sending submissions to new markets, reviewing quotes and initial preparation of proposal, and processing renewed accounts.

• Participate in the new business marketing process as directed.

• Execute changes requested on policy and monitor for receipt of company endorsements, provides premium breakdowns, coordinates custom binding orders, and arranges loss run schedules for client.

• Responsible for resolution of account criticisms.

• Makes arrangements for client premium financing.

• Participates with producer in decision-making process on client credit balances over 90 days.

Commercial Lines Account Manager Requirements:

• Bachelor's degree or equivalent education and/or experience, preferably in an agency setting.

• State P&C license required.

• Experience working with real estate accounts a huge 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.

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

Vice President, Senior Commercial Producer-AL

A lot of insurance agencies make the cliche statement, “We’re always looking to hire good producers.” The reality is the very best, most progressive retailers build a business model in the image of national brokerages without losing their regional identity. Capstone’s success in matching experienced insurance producers with this client is because we appreciate at some point it’s not a question of whether a person can sell. Its about bringing together an agency’s business model with a producer’s specialization at the right time for both parties.

In the South we are in a position to introduce you to a retail brokerage client that is aggressively growing in a new way, through the identification and acquisition of experienced specialty producers. The company offers a niche driven model with centralized client service, claims and risk management resources to provide technical support in these verticals. If you’re a producer whose sales success is due to platform specialization we would like to discuss their plans in the following areas:

• Healthcare/medical malpractice
• Transportation
• Energy (oil & gas)
• Agriculture/agribusiness
• Real estate
• Hospitality

Many of these verticals were created because of the ambition of a senior producer. There are opportunities within this company for an incoming producer to create and build a platform. Even if your area of expertise is different from the list above we’d still like to visit with you about a potential match with this client. Please contact Scott Thompson for a confidential conversation.

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:

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

Six Interview Tips Part I

Senior Commercial Lines Account Executive, Real Estate - Detroit, MI

Our client has built a successful real estate and property management practice within its commercial risk management operations.  The set up closely aligns producers and support staff with each person being similarly involved in client management but in some ways having drastically segmented responsibilities. This position, Senior Commercial Account Executive, is the person most involved in strategic program design and client consultation aside from the producer.  It is a very visible role with clients particularly during due diligence and presentations.  It is also the key internal role as to how the agency is competitive and forward thinking with large property accounts such as workflow and delegation to the account management team flows from this role as does all the high level marketing and underwriting negotiations.  This role requires a highly technical individual with property management and real estate insurance experience.  It’s a great role for an underwriter to move into a team based sales model on the retail side if they are interested in doing something other than working for an insurance company .

Senior Commercial Lines Account Executive, Real Estate Responsibilities

• Lead the ongoing client risk management process and provides coverage options, funding alternatives and value-added service options to meet specific client needs.
• Develop and promote cross-selling and additional revenue opportunities for clients and prospects.
• Concentrate on building client-centric relationships and be involved in high level marketing, proposal presentations and execution of the risk management plan.
• Manage all new business implementation between the client and service team and provide leadership when addressing solving complex service issues.
• Develop and maintain insurance company underwriting and other key market relationships to stay abreast of new products and marketing strategies and promote partnership-based renewal negotiations.
• Create teamwork and embrace new forms of technology as a critical component of the company’s ongoing success and efficiency in a competitive brokerage environment.

Senior Commercial Lines Account Executive, Real Estate Requirements

• Bachelor’s degree is required.
• At least seven (7) years of risk management consulting, Account Executive or underwriting experience on large, complex property and real estate accounts; applicants who offer agency experience as an Account Executive do not need their current book to be 100% focused on these two industries.  With only underwriting experience applicants must be to demonstrate intentional specialization in real estate and/or property management.
• Exhibit leadership skills akin to mentoring and training staff, running point on new accounts and creating unique marketing solutions; sales aptitude in handling some prospecting independently is welcome in this position.
•  For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.
  
  
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