Senior Employee Benefits Underwriting Analyst-Denver, CO

Our client is a large, national insurance brokerage looking to expand in their Denver location. With recent growth, they offer an opportunity for a Senior Underwriting Analyst in their Employee Benefits division. This is a unique opportunity for a strong technical professional who also has an entrepreneurial spirit to be part of an expansion.

Senior Employee Benefits Underwriting Analyst Responsibilities:

• Provide technical assistance to producers and consultants related to analysis, projections, and coverage issues.
• Operate as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
• Provide underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
• Assist in the sales process through production of financial projections on large accounts and related underwriting analysis.
• Support internal staff in a manner that will effectively relieve them of the need to recreate technical materials for a marketing and/or renewal analysis.
• Act as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

Senior Employee Benefits Underwriting Analyst Requirements:

• Bachelor’s degree required, preferably in mathematics, finance, or related field.
• 5-7 years of professional experience in a medical underwriting role.
• Knowledge of self-funding a huge plus.
• Leadership experience
• Strong skills with MS Suite

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 Employee Benefits Producer-Statewide, AL

Our client has some pretty significant growth goals in its benefits practice over the next 3-5 years.  While some agencies are adding resources just to hang on to the benefits business they have our client has created a value added brokerage platform full of consulting resources to compete at a high level on larger cases.  Its an arms race to be competitive in the benefits market and they are well positioned to achieve their goals.  What they seek in the Alabama group is a successful, knowledgeable sales person who can open doors to larger cases and can take advantage of the company’s referral and relationship resources.  In turn the firm offers significant a robust regionalized client management model and attractive short and long term compensation incentives.  To be considered for this role you offer at least five (5) years of benefits sales experience on the retail side with a track record of success selling in the 100+ space in the Alabama market.

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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Four Skills that Every Account Manager Needs to Succeed

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Senior Employee Benefits Account Manager-Manhattan, NY

Our client is a privately held independent agency in New York that has been in business for over 100 years. They are a full service brokerage firm with an immediate need for a seasoned Employee Benefits Account Manager to join their team. The idea candidate is going to be someone with in-depth knowledge of group medical, and preferably within the private school niche. This individual will be communicating with a very business savvy point of contact with the client and will need to be extremely polished and knowledgeable regarding all aspects of healthcare reform.

Senior Account Manager, Employee Benefits Responsibilities:

• Responsible for providing complete management of existing business with the goal of account retention and identifying new business opportunities within specific accounts.
•  Responsible for successful renewals, implementation of additional lines of coverage, continual referrals, and developing exceptional long term relationships.
•  Manage renewal process to include strategic analysis of plan design with recommendations for renewal, analysis of network options, complete marketing analysis, analysis of claim experience, contribution analysis, benchmarking analysis, prepare communications and proposals, and conduct enrollment meetings.
•  Manage the yearly client deliverables calendar.
•  Review and maintain contract documentations (SPDs, certificates, etc.).
•  Keep clients advised on regulatory issues.
•  Effectively communicate with management the daily events/issues that may materially impact the client, in person and by utilizing TAM notes, attachments, and activities.

Senior Account Manager, Employee Benefits Requirements:

• Bachelor’s degree preferred.
• 5-10 years of industry experience, preferably within a brokerage environment.
• Experience working with private school districts a huge plus.
• Additional professional designations (i.e. RHU, REBC, CEBS) 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:

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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

Senior Employee Benefits Account Manager-Chicago, IL

Our client is a leading independent agency in the Midwest and one of the largest in the nation.  They are currently seeking a dynamic individual to join their team as a Senior Account Manager for their Employee Benefits team in Milwaukee.  The ideal candidate will have an entrepreneurial spirit, a good work ethic, and the ability to work autonomously to achieve aggressive client service standards.

Senior Account Manager, Employee Benefits Responsibilities:

• Provide marketing and client services for designated prospects and clients.
• Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

Senior Account Manager, Employee Benefits Requirements:

• Bachelor’s degree required.
• 7-10 years of applicable experience in a brokerage/retail agency environment.
• WI Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS 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:

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

Senior Employee Benefits Producer-Greenville, SC

Our client has grown into a sophisticated benefits firm that provides a full suite of group life and health programs for its clients around the Greenville community and on a broader regional scale.  This sales position is a unique opportunity for an experienced employee benefits producer to develop a personal book of business for the agency and be in a position to help perpetuate its leadership in the near future.

Senior Employee Benefits Producer Responsibilities:

• Work closely with the sales and service teams to identify prospective clients; serve as the lead consultant for marketing, closing and strategic program design needed until the next renewal cycle.  This can include introducing additional services the client may want including wellness, retirement planning and benefit communications.
• Take an active role in team leadership.  Get involved with marketing relationships, agency planning, staff development and sales strategies.  Work closely with affiliated partners to share resources and tap into business development streams.  Learn the business side of running an insurance agency to be in a position to take over for most of the day-to-day leadership.

Senior Employee Benefits Producer Requirements:

• At least five (5) years of experience as a group employee benefits producer for a retail agency or benefits boutique brokerage.
• Successful track record of new business production outside of the small group arena (preferably that 100+ ees target).
• Work experience and ties to the Southeast; highly desired is someone familiar with the Greenville community through professional sales work on a personal level.  This is a great opportunity for a producer to “come home”.
• Desire for leadership and agency management in conjunction with continuing to be a senior producer.
• 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:

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

Senior Employee Benefits Producer-Pittsburgh, PA

Our client is a large regional insurance agency that in recent years has been quietly expanding in Pittsburgh.  Property and casualty business has been the basis for their growth, so naturally group employee benefits opportunities have come through those clients too.  In order for the agency to create the Pittsburgh office it originally envisioned a local employee benefits team must be established. This position, Senior Employee Benefits Producer, is the first hire that will lead the agency’s “boots on the ground” strategy in Pittsburgh.

For an experienced benefits producer who wants an entrepreneurial position this is a great opportunity to have it all- a sales role, strategic input and to be part of a firm that culturally perpetuates leadership from within.  You’ll have a say in decisions related to the western Pennsylvania territory including service hires and marketing.  You’ll be the singular business development point of contact for leads created through the agency’s commercial clients in and around Pittsburgh.

To be considered for this opportunity you must possess a bachelor’s degree and be skilled in prospecting new business clients on your own.  Proven sales success means you have an existing customer base; not necessarily one that can follow you knowing how non-competes are enforced but rather you’re familiar with and known to business owners in the local market.  This gives you a starting point to develop business in a new agency.  Despite cross selling opportunities the agency wants someone who is confident in their ability to build a book from scratch knowing hitting the $1MM mark can happen more quickly because of the existing P&C book available in this situation.

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

Senior Employee Benefits Consultant-Kansas City, MO

Our client is a large, national insurance brokerage looking to expand in their Kansas City location.  With recent growth, they have a need for a Senior Consultant in their Employee Benefits division.  This is a wonderful opportunity for a strong technical candidate who also has an entrepreneurial spirit and isn’t afraid of getting their hands dirty.  This is a growth position and will be very demanding, but incredibly rewarding both professionally and financially.

Senior Employee Benefits Consultant Responsibilities:

• Act as the primary contact in the consulting capacity to existing clients.
• Administer client benefit marketing and renewals, as well as daily service functions.
• Develop and manage client book of business and pursue additional revenue opportunities.
• Assist in the management of the account service team and act as a resource to the department.
• Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
• Participate in market meetings, seminars and training programs as directed.

Senior Employee Benefits Consultant Requirements:

• Bachelor’s degree in mathematics, finance, or related field.
• 8-10 years of experience working with employee benefits, preferably with larger, self-funded clients.
• Must possess state Life, Accident, and Health 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