Showing posts with label supervisor. Show all posts
Showing posts with label supervisor. Show all posts

Wednesday, June 4, 2014

Commercial Lines Manager - Fayetteville or Fort Smith, AR

The Commercial Lines Manager is a critical role that's responsible for a number of operational and Human Resources related duties within this insurance agency.  You'll oversee three service units within three separate offices which requires excellent organizational and collaboration skills.   Your goal is to provide leadership to the client management teams, serve as a liaison with the sales and executive leaders and create synergy with the agency's other groups to ensure a high level of client retention, profitability and efficiency.

Commercial Lines Manager Responsibilities
Under the header of client service, you'll oversee the performance of your staff on account management processes and get involved in escalated client service issues. Work with the producers on expectations for certain accounts, reinforce department procedures, schedule client meetings, assign points of contact and follow up on requested items from clients and review marketing summaries and checklists.
Within the scope of marketing, you'll participate in building wholesale and carrier relationships, review vendor agreements, market specific new and renewal cases as needed, train client managers on online rating software and work with the producers on expiration lists to get the renewal process started.  Organize company contracts and licensing.
As a manager, you're responsible Human Resources related functions such as hiring, performance management, training and employee development of client service staff.  You'll establish policies and procedures for maximizing efficiencies within the agency's management system. You'll make sure close communication is established between the commercial lines, small business and marketing departments so there is consistency in the workflows.  Assist with the budgeting process including running reports, organizing departmental data, compliance, audits, quality control and peer reviews.
Commercial Lines Manager Requirements
At least 7-10 years of property and casualty career experience within an agency with a strong background in account management and client deliverables. Prior management and/or supervisory experience is required.
Must also have experience with addressing policy and procedures including oversight of efficiencies, allocating workloads and managing customer service staff.

Prior training experience along with organizational experience- aligning teams, building strong alliances and handling performance management issues.  Also comfortable with working through transitions into the agency such as integrating new acquisitions and office build outs.

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:








Monday, June 2, 2014

Employee Benefits Client Service Manager - Indianapolis, IN

This is an opportunity for a candidate who has extensive technical knowledge in the insurance industry and is looking to take their career to the next level.  Or perhaps an individual currently in management, but looking for a new challenge.  Our client is a dynamic retail agency that is looking for a true leader to oversee client retention and employee development.
Employee Benefits Client Service Manager Responsibilities
Develop, enhance, and solidify client relationships by implementing and monitoring best practices and setting clear expectations and timelines.
Responsible for carrier management and contracts.
Assist in performance evaluation process for the team.
Coordinate and implement training programs.
Lead the department cross-selling efforts, including account rounding.
Carry out strategic initiatives, marketing, client advocacy, and client presentations.
Employee Benefits Client Service Manager Requirements
8-10 years of industry experience, preferably in a retail agency or brokerage setting.
Previous management experience required.
State Life & Health license required.

Additional professional designations such as REBC, RHU, and CEBS a 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:








AVP, Commercial Lines Service and Operations Team Leader - Los Angeles, CA

The Assistant Vice President position is a unique role that is being newly created to help support the growing infrastructure in the commercial lines division.  Up to this point the insurance agency's client service team has been overseen through a combination of department managers and executive officers.  This role is the perfect opportunity for an experienced property and casualty insurance professional who possesses a strong account executive background to spend more of their time incorporating management and operational responsibilities.  It’s the perfect blend of continuing to maintain touch with clients as a consultant while also working on staff development, infrastructure, workflows and best practices that need a coordinator behind the scenes to build a great team.

Assistant Vice President, Commercial Lines Service and Operations Team Leader Responsibilities:
Client Service- Involvement in the strategic design and onboarding of new accounts and renewing existing clients. Handle aspects of plan review, submission compilation, marketing, underwriting negotiations, preparing presentations and executing written service plans.  Oversee staff involved in policy administration and general client communication.
Team Leader- Work on initiatives with the management team regarding organizational development, team efficiencies, training and employee development.  Foster a strong team based culture and handle formal supervisory duties including decisions related to hiring, performance review, team alignment and assignment of accounts. 
Marketing and Operations- Develop relationships with key underwriting partners.  Be a liaison on carrier meetings, training sessions, seminars and events.  Be a resource on administrator needs for online rating, setting up new program partnerships and bringing the group together on new placement initiatives.  Serve as the centralized information source on general office duties like aged receivables, system quality checks, audits and departmental objectives.
Assistant Vice President, Commercial Lines Service and Operations Leader Requirements:
At least 5-7 years of senior property and casualty account executive experience.  Strong commercial coverage expertise is required.
Prior supervisory and/or management experience is required.  This can range from troubleshoot general administrative and operational duties within an agency's service team to having account managers report to you where handle performance issues, team building strategies and so on.

Leadership style must be as a consensus builder. Possess finesse and objectivity with soft people skills while still remaining organized and on task with meeting goals. Unafraid of taking on new challenges and projects.


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 28, 2014

Commercial Lines Client Service Operations Leader - Atlanta, GA


The Client Service Operations Leader is a multi-faceted role that may still be developed around the unique skill set an individual brings to the table.  The insurance brokerage's Atlanta operations are led by the joint efforts of this person who oversees all client management teams and the sales leader who manages business development.  The one aspect that is critical to begin defining this role is prior team leadership experience within an insurance agency so that you can make a more immediate impact tackling projects related to portfolio management, client retention, workflows and general operational strategies.  

Client Service Operations Leader Responsibilities
Leadership- Be involved in employee management and Human Resources functions including recruiting, training and staff development.  Institute policies concerning workplace protocol, set performance guidelines and accountability measures and  review hiring procedures.  Could involve budge preparation, market development and company branding.

Operations- Participate in the planning and execution of the company's business initiatives. Can include working with the sales and service unit managers on assignment of teams.  Can include implementation of new technologies to more efficiently track data and achieve client service goals.  May also focus on internal review of policies and procedures- audits, best practices, compliance and reporting. 
Company leadership- Work closely with the executive team on a host of leadership duties.  This can include fostering an environment of continual improvement, identifying corporate communication strategies, forecasting long range company plans, managing certain financials, establishing internal meetings and attending industry events as a representative of the firm.
Client Service Operations Leader Requirements
At least 7-10 years of property and casualty insurance experience; retail agency experience is required.  Must have client service team leadership experience.


Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology utilization.

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:








Thursday, February 27, 2014

Supervisor Of Utilization Review-Lewiston, ID

Our client is a nonprofit total health solutions company dedicated to transforming the way people experience the health care system. They’ve been providing healthcare solutions for over 90 years. Their portfolio of companies spans health care information technology and software development; retail health care; health insurance plans; pharmacy benefit management; life, disability, dental, vision and other lines of protection; alternative solutions to health care access; and free-standing health and wellness solutions. Do enjoy getting to the bottom of things?  Asking the right questions can make a world of difference in their members’ health.  Your knowledge and guidance can mean better outcomes and peace of mind.  Put your interests and knowledge to work as a Supervisor of Utilization Review in one of four locations: Portland, OR; Seattle, WA; Tacoma, WA; Lewiston, ID.

Supervisor of Utilization Review Responsibilities:
  • Assist in the design and day-to-day operational oversight of pre-service review, admission review, concurrent review and discharge planning processes
  • Supervise staff and oversee and coordinate the activities of the utilization management professional staff
  • Participate in the departmental strategic plan development and promote achievement of department goals consistent with corporate objectives
  • Assure that medically necessary, cost-effective quality care is delivered according to program specifications
  • Coordinate activities with external vendors and other organizations that provide inpatient review services
  • Participate in strategic initiatives to expand or focus review activities in other areas of care

Supervisor of Utilization Review  Requirements:
  • The Supervisor of Utilization Review will have strong operations work management skills such as experience with call centers, inpatient review units, process improvement, phone service management and reviewer audits.
  • Must have 3 years of experience in one of the service areas (utilization management, case management, condition management, medical operations or behavioral health management) in a health insurance company
  • 2 years previous supervisory experience required
  • Lead and manage teams including setting and managing to performance standards; manage teams in multiple locations
  • Work with claims data to identify opportunities
  • Knowledge of health insurance industry trends and new technology
  • Current RN, PA, or NP License or Professional Certification in a relevant clinical specialty; and 3+ years clinical practice experience
  • A Bachelor’s (or higher) degree in a health-related field 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:









Monday, October 1, 2012

Commercial Lines Service Supervisor - St. Louis, MO


Our client is a reputable St. Louis insurance agency serving businesses and individuals in the area for over fifty years.  They have a knowledgeable sales and service staff that offer commercial, employee benefits and personal lines coverage to local and regional businesses.   This position, Commercial Lines Service Supervisor, will help with Human Resources and operations functions of the agency.  It has a heavy emphasis on employee management and workflow efficiency in the customer service unit.  The agency is looking for someone who will ensure that customers receive the best service possible, and who can coordinate functions with service staff and clients.



Commercial Lines Service Supervisor Responsibilities:
Monitors performance of employees and takes action to correct substandard performance with emphasis on customer service quality.
Manages recruiting, interviewing, training, work review and policy administration processes.
Assist staff with account management needs- watch audits, compliance and workloads; step in with escalated marketing or customer service issues.
Help with office management duties like systems integration, office equipment, scheduling/vacation/time off requests and some minor accounting or payroll matters.

Commercial Lines Service Supervisor Qualifications:
At least five (5) years of property and casualty insurance client service or underwriting experience; prior supervisory or office management experience is required.
Bachelor's degree is preferred; pursuance of continuing education like CIC, AU or ARM is highly desired.
Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation; entertainment exposure is highly desired but not required.
Active Missouri P&C license or able to obtain one upon hire.

Please contact Scott Thompston for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242  x455 Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


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