Commercial Lines Producer - New York, NY

This is a unique opportunity for a dynamic producer candidate that has a strong technical background working with commercial lines Property & Casualty accounts.  The agency is well positioned to provide opportunities for success in two ways - through leads provided internally with a lead generation team and also through referrals to cross sell from the Employee Benefits team.  The ideal candidate will be a strong closer and possess a thorough understanding of middle market P&C industry trends and information.

Commercial Lines Producer Responsibilities

Ability to create an aggressive business marketing plan to drive revenue in a 3-5 year period.
Ability to network at the C-level to determine the customer's business needs and subsequent insurance requirements.
Will meet often with producers in the Employee Benefits division to gain introductions to existing clients.
Cross-selling additional lines of coverage to round out accounts.
Up-sell and renew existing clients with additional products and services.


Commercial Lines Producer Requirements

8-10 years of experience working in an independent agency or applicable direct marketing.
Must have experience calling on complex large lines clients ($500,000 in premium and up), preferably with a broad range of risks, not niches.

Must possess applicable state insurance license, with additional professional designations 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:

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

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:

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

Employee Benefits Account Executive - Kansas City, MO

This Employee Benefits Account Executive position is a newly created role and could also also be described as a Servicing Producer or Benefits Consultant.  This signals the insurance brokerage's desire to pair a very strong group employee benefits technician alongside a high performing producer to support the strategic and tactical needs of group clients.  Your influence in the team will be a great support system for handling direct client consulting on plan design, rates, renewal preparation, billing, claims and enrollments.  You'll coordinate internal resources to handle the delivery of services to the client.  Ideally you'd also be comfortable picking up new clients through personal business development. 

Group Employee Benefits Account Executive Responsibilities:
Coordinate, develop and execute project plans as well as periodic presentations for specific client groups.
Develop and manage long and short range benefit strategies for clients, foster strong client relationships.
Develop and mentor junior members of the team.
Manage RFP, renewal, and implementation processes.
Benchmark survey data for client plans, summarize and validate reviewed information.
Develop and maintain strong vendor relationships.
Identify and understand negotiable elements of underwriting calculations for all lines of coverage. Exercise peer group and/or management review in this process periodically.
Manage post-implementation process for all lines of coverage.
Contribute toward company sales initiatives and support revenue management.

Group Employee Benefits Account Executive Qualifications:
At least 5-7 years of experience working with group employee benefits cases, preferably in the mid-sized group space but definitely with a firm grasp on self-funding and compliance reform.   
Must offer detailed agency/brokerage experience with a thorough understanding of all benefit plans (medical, dental, life, STD, LTD, etc) design, rate structures, funding alternatives and compliance requirements.
Excellent communication and presentation with advanced writing skills.
Proficient in all areas of Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc).
Ability to work effectively and collaboratively with all levels of internal staff & management, external clients, prospects and vendors; leadership and mentorship qualities.

Open to business development responsibilities either through new account origination or upselling, cross selling and account rounding depending on your strengths.

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

Commercial Lines Account Manager - remote opportunity in the Mountain or Pacific Time Zones

My client is a small specialty P&C broker that is dedicated to providing insurance and risk control solutions to environmental service firms and related construction and engineering companies. They have an immediate need for someone who is dedicated to the P&C insurance industry with at a minimum of 5 years in the business.  They are willing and able to accommodate a remote location. Located in the Mountain or Pacific time zone.  Ideal locations are Denver, Los Angeles or San Francisco.

Commercial Lines Account Manager Responsibilities

Prepare new client submissions for carriers.
Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.
Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules.
Review company audits for accuracy, invoice and follow up on additional premiums as required.
Prepare renewal marketing submissions.
Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Assist in the cross-sell and rounding out of accounts.

Commercial Lines Account Manager Requirements

5 years in the insurance business and familiar with commercial property and casualty coverage. 

Currently licensed as a P&C agent / broker in prospective employees resident state.

Willing and able to take the lead in taking over and managing service desk.  This will eventually mean oversight of others but in the short term will involve doing just about everything in the area of service that the clients need.  

Familiarity with Applied Systems a plus but not mandatory.

Located in the Mountain or Pacific time zone.  Ideal locations are Denver, Los Angeles or San Francisco. 

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

Employee Benefits Account Manager - Austin, TX

Our client is a well-respected regional insurance agency that has been rapidly growing.  They currently have a need for an Employee Benefits Account Manager in their office in Austin.  They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management.  The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.

Employee Benefits Account Manager Responsibilities
Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
Choose plan design recommendations and consult with producers as necessary.
Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
Conduct client enrollment meetings in the absence of the Account Executive or Producer.
Educate and encourage utilization of agency's internal resources.
Perform daily client service as main point of contact internally for questions/issues.
Employee Benefits Account Manager Requirements
Bachelor's degree or equivalent professional experience required.
3-5 years of progressive account management experience, preferably with an agency.
State Life & Health license required.  

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

Commercial Insurance Account Assistant - Nashville, TN

Account Manager and Customer Service Representative are the most common titles used within insurance agencies to define the separation of duties between policy administration and book of business management.  This position, Commercial Insurance Account Assistant, is a blend of the two largely because the agency wants to evolve the role from purely administration into also handling a lot of the small business accounts and supporting marketing on middle market cases.  You will be exposed to a wide variety of industries and asked work alongside a very accomplished producer and account executive team.  You'll be able to learn and grow in your role as well as take on a lot of client management responsibilities.      

Commercial Insurance Account Assistant Responsibilities
Assist with managing the delivery of services in a timely and efficient manner.  This includes following up on questions from the insured about policy changes, billing, claims, certificates and other general processing.
Take over a large portion of the renewal process for small business accounts- information gathering and updating, marketing, online rating, preparing cover letters about pricing and binding.
Work closely with the Account Executive on middle market accounts.  Put submissions together, provide status reports and help prepare presentation slides.
Commercial Insurance Account Assistant Requirements
At least three (3) years of commercial property and casualty insurance experience at an insurance agency in a customer service representative, assistant account management or account management capacity.
State insurance license.
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.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

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

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:

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