Senior Commercial Insurance Account Executive-Denver, CO

Account Executive roles are becoming more and more diverse with insurance agencies building dual responsibilities in sales, marketing and team leadership into what is traditionally considered a service role.  This position is unique in that regard and will combine high level client management duties with filling in parts of a managerial gap within the agency.  Additionally, it will also help advance several areas of program development the agency is working on which may turn into association or captive arrangements.

Senior Commercial Insurance Account Executive Responsibilities:

• First and foremost you’ll be participate in strategic client service plans, directly interfacing with clients on program design, renewal strategies, claims issues and service deliverables from the brokerage.  To fulfill these duties at a high level you must offer a broad property and casualty coverage background in middle market and risk management sized accounts often with creative funding arrangements.
• Second, you can work closely with markets and external partners, including even groups of similarly classified clients, to create proprietary programs, associations or captives.  Areas of interest will be in vertical niches like energy and workers compensation.  Its critical you can manage insurance company relationships and help determine the structure of proprietary programs.
• Third, you will help lead the account management team. Team leadership will include process and workflow oversight, employee training and development and interviewing and hiring.

Senior Commercial Insurance Account Executive Requirements:

• Bachelor’s degree is required.  Highly desired candidates have advanced educational achievements (MBA, Masters, CPCU, ARM, CIC).
• At least 5-10 years of experience within an insurance agency at the senior account manager or account executive level.  Duties involving marketing, program development and direct client consulting is important.
• Prior team leadership or formal management is helpful.

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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Senior Commercial Insurance Account Manager, Middle Market-Cleveland, OH

Our client is in a position where the agency needs to hire an experienced commercial lines client manager who can provide leadership and guidance to a support team while also handling the lion’s share of the complex accounts in the agency.  Middle market accounts are defined as generating over $50k in annual premium, but more frequently you’ll handle larger accounts that have CFOs and owners involved in insurance management and decisions.

Senior Commercial Insurance Account Manager, Middle Market Responsibilities:

• Handle existing property and casualty accounts with coverage written through multiple carriers that require balancing different renewal periods, financial matters (billing and claims), adjustments to the account (additions, cancellations, contract reviews) and renewal preparation.
• With renewals you’re responsible for gathering and verifying information necessary for submissions and applications; you’ll work with the producer to address concerns over loss history, coverage values and program requests from the insured.  Once renewed you’ll ensure the new policies are accurately bound and work with the CSR team on finalizing policy and certificate paperwork.
• Communicate regularly with insureds and get back on questions in a timely manner to ensure the agency’s high standards of customer service are being met.  Provide insight, and with the producer, recommendation on coverage enhancements as the insured’s business exposures change throughout the year.  This is also a great way to support the agency’s new business sales goals for the year.

Senior Commercial Insurance Account Manager, Middle Market Requirements:

• A minimum of five (5) year of career experience with an insurance agency handling $10k-$20k commission accounts on average.  These accounts have coverage and marketing complexities and are not main street, package policies.
• Comfortable in a lead role where you can provide guidance and training to other account managers.  Be the go to person to unusual cases or escalated issues.  Support the producer’s efforts new business efforts by freeing up their time getting involved in policy or customer service issues.
• State insurance license.  Continuing education achievements are desired.

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