Vice President, Commercial Lines Producer-Dallas, TX

Our client is a multi-state regional insurance broker that has achieved tremendous success over the past decade but with bigger growth plans on the horizon.  Part of their strategy involves the capitalization of property and casualty business opportunities in Texas.  This position is the first of its kind for the agency.  A commercial producer with experience in the local Dallas/Ft. Worth retail market will be able to take advantage of existing agency platforms in niches like work comp, healthcare and construction as well as serve a critical need in exploiting cross selling opportunities with the life and health practice.

Vice President, Commercial Lines Producer Responsibilities:

• Sales: First and foremost its critical you can open doors to new business opportunities within the state, mostly specifically though local middle market accounts.  The agency has a risk management platform focused in several niches, so you can target a lot of generalist business as you build your book but from a resource standpoint it would make a lot of sense to look at specializing in a few key verticals over time.
• Cross Selling: Take advantage of the established employee benefits presence the agency has in DFW.  Work closely with those producers to create a plan of action where you can be referred to those accounts.  Serve as the subject matter expert on commercial lines to those clients.  Develop key underwriting relationships as the regional P&C presence for the agency.

Vice President, Commercial Lines Producer Requirements:

• Bachelor’s degree is highly preferred along with at least five (5) years of recent retail agency sales success focused on middle market ($100k-$200k minimum premium accounts).
• Be able to work autonomously; seek out resources from the corporate office as well as those underwriting relationships that are critical to your success writing Texas based business.
• Have an interest in formal leadership; as the agency grows in Texas a successful, established senior producer will have a say in future sales and service hires.  Ownership is a very real possibility within this firm.

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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Vice President, Regional Marketing Leader-Statewide, TN

The term “marketing” has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management.  The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight.  This position is really a blend of both duties.  It’s a great opportunity to make an impact in a large portion of the agency’s operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation.  It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.

Vice President, Regional Marketing Leader Responsibilities:

• Marketing: Serve as the highest point for all regional market activities within this firm’s multi-state operating group.  Work directly with the commercial producers on high level, complex risk management accounts.  Take the approach that deals get done through your involvement and control in specific accounts.
• Management: Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint.  Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account.
• Run point on carrier relationships.  Must be an excellent communicator and negotiator with markets and seek out innovative program development.  Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.

Vice President, Regional Marketing Leader Requirements:

• At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage.  This position is a high travel role supporting at least five distinct operating groups.  You’ll travel 35-40% of the time.
• Strengths in strategic creation and implementation of marketing programs.  Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

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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Vice President, Senior Commercial Producer-Statewide, SC

A lot of insurance agencies make the cliche statement, “We’re always looking to hire good producers.” The reality is the very best, most progressive retailers build a business model in the image of national brokerages without losing their regional identity. Capstone’s success in matching experienced insurance producers with this client is because we appreciate at some point it’s not a question of whether a person can sell. Its about bringing together an agency’s business model with a producer’s specialization at the right time for both parties.

In the South we are in a position to introduce you to a retail brokerage client that is aggressively growing in a new way, through the identification and acquisition of experienced specialty producers. The company offers a niche driven model with centralized client service, claims and risk management resources to provide technical support in these verticals. If you’re a producer whose sales success is due to platform specialization we would like to discuss their plans in the following areas:

• Healthcare/medical malpractice
• Transportation
• Energy (oil & gas)
• Agriculture/agribusiness
• Real estate
• Hospitality

Many of these verticals were created because of the ambition of a senior producer. There are opportunities within this company for an incoming producer to create and build a platform. Even if your area of expertise is different from the list above we’d still like to visit with you about a potential match with this client.  Please contact Scott Thompson for a confidential conversation.

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

Vice President, Employee Benefits Operations-Statewide, IA

This position, Vice President, Employee Benefits Operations, is a very unique role designed to support the depth and complexity required of business in today’s market to be competitive writing life and health insurance.  It means having creative and innovative leaders that can recreate sales success, manage markets and be on top of client deliverables that direct tie back to retention.  A person in this role will need to have a strong working history in the group life and health market with leadership experience tied to sales performance, service and marketing management.

Vice President, Employee Benefits Operations Responsibilities:

• Client Service and Marketing:  Spend significant time working on and interacting with the account management teams (and in many instances directly with insureds) to understand the insurance market as it affects their premiums, claims and program access.  Maintain existing carrier relationships, expand existing business through the identification of fee based/consulting opportunities, alternative arrangements (exchanges and trusts) and cross selling initiatives with sales and other product teams.  Additionally, marketing includes involvement in industry branding; create a visibility of the company’s work in the health insurance space; participate in key professional organizations and stay abreast of factors concerning the Affordable Care Act.
• Operations and Management: Handle recruiting and training protocol for client service and marketing staff; identify additional positions that are critical to a sophisticated health risk management staff.  Train and develop staff to satisfy service expectations, compliance and reporting requirements.  Provide strategic and tactical support to staff; ensure performance and development plans are in place; meet regularly with executives, sales leaders and supervisors for timely feedback on improvements, changes and performance within the company’s benefits division.
• Leadership: Communicate with the executive leadership team regarding goals, results and profitability. Participate in the acquisition of new clients and selling additional services and/or products to existing clients. Manage expenses to maximize profits.

Vice President, Employee Benefits Operations Requirements:

• Bachelor’s degree is preferred; advanced education or professional insurance accreditation is highly desired.  State insurance license.
• At least 7-10 years of life and health insurance experience; must have an established management background involving operational leadership.  Marketing, staff development and program innovation are critical components to this role.  Product expertise in group medical is most desirable.
• Success in managing client relationships and supervising, coaching and mentoring others.

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

Vice President, Managing Commercial Producer-Cedar Rapids, IA

Our client is an independent insurance broker deeply rooted in the Midwest insurance market. The agency has a thriving, diversified approach to servicing the trucking industry. However, as the definition of “transportation” continues to evolve its critical the agency is forward thinking in its development of solutions for large fleets. The resources needed to partner with large transportation, moving and storage, logistics and public auto related risks starts with the addition of a successful producer. This position, Vice President, Transportation Practice Leader, will focus exclusively on growing one segment of the agency’s transportation division, its large accounts practice, through your efforts as a managing producer.

Vice President, Transportation Practice Leader Responsibilities:

• Develop and implement strategies to improve the agency’s new business opportunities with large trucking fleets, logistics companies and similar transportation related risks.
• Serve as the lead producer on these accounts actively soliciting new business and identifying cross marketing opportunities with the other transportation and commercial risk management producers.
• Spearhead program development and marketing relationships with critical national carriers that offer competitive alternative risk finance; be the architect on large deductible, SIR and captive plans.

Vice President, Transportation Practice Leader Requirements:

• Bachelor’s degree is preferred, commensurate experience will be considered; advanced college education or insurance accreditation (CPCU) is helpful.
• At least 7-10 years as a successful commercial insurance broker working on national accounts; must have in-depth knowledge of sophisticated alternative transfer plans, understand the resources necessary to compete on national accounts and plan for a longer sales and marketing cycle.
• While experience working directly with transportation and fleet trucking accounts is helpful it’s not required; sales and program development for risks with similar exposures, such as logistics and supply chain management, can translate into this specialization.
• Demonstrated ability to lead sales groups by example, achieve sales goals, participate in the agency’s growth and geographic expansion.

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

Vice President, Regional Marketing Leader-Statewide, GA

The term “marketing” has many different connotations within the insurance industry, but when it comes to the broker side often roles are black and white between individual contributions and pure management.  The differentiator comes down to how much the marketer is involved in doing deals versus strategic oversight.  This position is really a blend of both duties.  It’s a great opportunity to make an impact in a large portion of the agency’s operating group that handles large middle market and risk management accounts in complex verticals like construction, real estate, healthcare and transportation.  It also establishes a senior management role that will work closely with commercial sales leaders to analyze where profitable business comes from and create a strategy to recreate successful opportunities and even build out new vertical programs.

Vice President, Regional Marketing Leader Responsibilities:

• Marketing: Serve as the highest point for all regional market activities within this firm’s multi-state operating group.  Work directly with the commercial producers on high level, complex risk management accounts.  Take the approach that deals get done through your involvement and control in specific accounts.
• Management: Provide necessary training and coordination with marketing and account management specialists in each office in your operating footprint.  Help delegate workloads, troubleshoot account problems and provide direction on marketing options based on the niche industry or location of the account.
• Run point on carrier relationships.  Must be an excellent communicator and negotiator with markets and seek out innovative program development.  Be intimately involved in the sales process and understand when and where new business opportunities are coming within your sales teams so you can work ahead of the curve on the necessary markets, products and pricing that will be needed.

Vice President, Regional Marketing Leader Requirements:

• At least ten (10) years of progressive property and casualty brokerage experience with increased responsibilities in marketing leadership for a retail insurance agency/brokerage.  This position is a high travel role supporting at least five distinct operating groups.  You’ll travel 35-40% of the time.
• Strengths in strategic creation and implementation of marketing programs.  Excellent communication skills with the help move and shape sales and marketing teams at the executive and staff levels.

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