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.

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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:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

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The Six Biggest Challenges Faced by Insurance Producers

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Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Group Employee Benefits Team Leader-Jackson, MS

Our client is an independent insurance brokerage experiencing dynamic growth in group benefits. The agency wants to provide the best consultation and support to its clients; in order to do so the right infrastructure to handle larger accounts, service resources, workflow processes and staff training must be managed by an experienced leader. This position, Group Employee Benefits Team Leader, will oversee the agency’s support staff functions. You’ll support operations and marketing functions within the team.

Group Employee Benefits Service Supervisor Responsibilities:

• Handle important management decision making on work flow distribution, account marketing, renewal preparation procedures and how best to address personnel issues with account managers and analysts.
• Implement staff training initiatives focused on Best Practices, compliance, customer service and team building.
• Actively participate in select complex group employee benefits cases; handle some direct carrier marketing and negotiations, perform financial analysis on self-funded risks and help prepare
• RFPs and presentations.

Group Employee Benefits Team Leader Requirements:

• Bachelor’s degree is required.
• At least 5-7 years of group employee benefits career experience; retail agency background is required; at least 2-3 years of formal team leadership or management experience is also required.
• Working knowledge of group medical plans, both full funded and self-insured.
  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:

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

Group Employee Benefits Team Leader-Jackson, MS

Our client is an independent insurance brokerage experiencing dynamic growth in group benefits. The agency wants to provide the best consultation and support to its clients; in order to do so the right infrastructure to handle larger accounts, service resources, workflow processes and staff training must be managed by an experienced leader. This position, Group Employee Benefits Team Leader, will oversee the agency’s support staff functions. You’ll support operations and marketing functions within the team.

Group Employee Benefits Service Supervisor Responsibilities:

• Handle important management decision making on work flow distribution, account marketing, renewal preparation procedures and how best to address personnel issues with account managers and analysts.
• Implement staff training initiatives focused on Best Practices, compliance, customer service and team building.
• Actively participate in select complex group employee benefits cases; handle some direct carrier marketing and negotiations, perform financial analysis on self-funded risks and help prepare
• RFPs and presentations.

Group Employee Benefits Team Leader Requirements:

• Bachelor’s degree is required.
• At least 5-7 years of group employee benefits career experience; retail agency background is required; at least 2-3 years of formal team leadership or management experience is also required.
• Working knowledge of group medical plans, both full funded and self-insured.
  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:

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