Showing posts with label service. Show all posts
Showing posts with label service. Show all posts

Monday, May 11, 2015

Commercial Lines Marketing Manager - Sioux Falls, SD

The Commercial Lines Marketing Manager assists the sales and service teams with achieving production goals by participating in strategies designed to increase new business revenue and maintain a high level of client retention.  Insurance agencies look to the marketing department as a technical underwriting resource helpful in identifying competitive pricing and programs.  Agencies also rely on this role as a way to coach and mentor employees through the underwriting analysis and due diligence of complex property and casualty risks.  This is a highly integrated role with career development opportunities.  It’s also a role suited for someone who excels in coverage analysis and placement such as an experienced underwriter who desires more direct interaction in the sales and consulting process.   

Commercial Lines Marketing Manager Responsibilities
  • Serve as the placement expert within the centralized market team.  Work very closely with producers, account executives and clients on preparing programs that are competitive, creative and address risk management issues.  Train and develop internal staff on marketing strategies.
  • Set goals and objectives for the marketing department including speed and accuracy of quotes, program design and segmentation of responsibilities based on factors like new versus existing business, premium size, complexity of financing structures and so on.
  • Prepare reports, analysis and presentations for the sales team coming to those terms through negotiations and accountability with underwriters.  Attend client review meetings and discuss loss history, rate trends, market accessibility and special programs available to them.  

Commercial Insurance Marketing Manager Qualifications
  • At least five (5) years of broad property and casualty insurance experience with direct involvement in the analysis and selection of new or renewal submissions.  Underwriting experience is preferred.  Professional designations like CPCU, AU or ARM is also desired.  State insurance license required shortly upon hire.
  • Strong multi-line commercial coverage knowledge with general liability, commercial auto, property, and workers compensation. Familiarity with plans, pricing, forms from multiple insurance companies and wholesale brokers.
  • Display leadership qualities with a clear understanding of setting objectives, goals and achieving results for a centralized marketing department.  Ability to coordinate efforts with the sales and service teams as well.


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

Commercial Lines Account Executive - Rockford, IL

The Commercial Lines Account Executive plays a critical role in retaining a large, established book of business heavily concentrated in the construction industry.  The opportunity to grow with this agency is tremendous and will allow you to help lead all client management, relationship building and new sales opportunities as you wish.  The key to success in this position is having a strong technical foundation in middle market and risk management insurance plans with a thorough understanding of the onboarding and renewal process.  This is a very autonomous position that may for the right individual will work without the direction of a producer, may assume a book of business through upcoming retirements and handle some sales responsibilities too.

Commercial Lines Account Executive Responsibilities
  • Assist a senior producer with the preparation of new business and renewal submissions, including gathering and organizing information required.  Follow up with underwriters on submissions and negotiate premium and coverage with insurance carriers.
  • Determine marketing and client management strategies servicing as the primary point of contact for the clients, underwriters and account management team.
  • Evaluate quotes for compliance with requested coverages and client needs.  Compare quote options from various carriers and look for deficiencies in quotes and ‘subject to’ requirements. Review applications, policies, endorsements, audits, and cancellations for accuracy and invoice all premium-bearing transactions on a timely basis.
  • Communicate with clients and companies regarding insurance, claims, or administrative problems and complies with the request and/or refers to the producer when necessary.

Commercial Lines Account Executive Requirements
  • At least 5-7 years of senior commercial account management or account executive level work for a retail insurance agency and/or insurance brokerage.  Some underwriting and marketing/placement experience is helpful from a program design and negotiation standpoint.
  • Account types will vary but with a concentration in heavy casualty, industrial and construction.  Experience working with these types of risks is desired.
  • Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
  • State insurance license is required.  Insurance designation like CIC, ARM or CPCU is helpful but not required.
Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@csgrecruiting.com
Phone: 515-987-0242 ext. 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Tuesday, May 27, 2014

Commercial Lines Account Manager - Austin, TX

The Commercial Lines Account Manager role works in concert with the rest of agency's account managers to provide critical policy administration and marketing support to the agency's property and casualty division.  The agency is a large regional firm with a growing Austin office that has a group of very skilled, professional and knowledgeable account managers who take on managing all aspects of new business and renewal accounts.  The agency is open to considering varying degrees of experience in the role ranging from someone with a few years who wants to learn and be groomed to handle more than just administrative duties to someone who is an accomplished client manager who can handle all the tactical components of a book of business as the main point of contact. 


Commercial Lines Account Manager Responsibilities
Support all the client management initiatives within the agency and assist the other team members with a variety of marketing, policy maintenance and fact finding items all related to helping address client requests in a timely manner. 

Help prepare renewals including information gathering, updating applications and loss information, preparing submissions and obtaining online quotes.  Also work with underwriters and brokers to collect additional information needed to secure proposals.  Transition the account as a new client by issuing binders, certificates and invoicing.   Enter all appropriate information into the agency' smanagement system using AMS360 and ImageRight. 

Commercial Lines Account Manager Requirements
State insurance license is required.
At least three (3) years of commercial insurance experience performing policy management and client management duties. Highly desired candidates have worked for an independent insurance agency.

Very organized and professional. Can manage a large case of open projects at once. 
Proficiency in Microsoft Word, Excel and Outlook. 

Strong orientation to customer service duties with a desire to grow in your account management career with continued involvement in direct client interaction and handle consulting on coverage and managing the renewal 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:








Wednesday, May 14, 2014

Commercial Lines Account Manager - Columbia, SC

The role of Commercial Insurance Account Manager for this large, regional agency is to support the client administration, marketing and retention of the Columbia team's book of business.  This is a dynamic team that has a strong middle market platform, so you'll be asked to play a big part in how the agency can support onboarding new accounts, handling complex risks and implementing key workflow procedures that are in line with the rest of the offices in the region. 



Commercial Insurance Account Manager Responsibilities
Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing and endorsements.
Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team.
Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing and communications.
Commercial Insurance Account Manager Requirements
At least three (3) years of commercial property and casualty insurance experience in an account management capacity.  Underwriting experience, because of the policy handling and rating experience, will absolutely be considered.
Bachelor's degree or commensurate experience.
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required. 
Experience with billing, customer service calls, policy review, and renewal marketing.
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: