Employee Benefits Practice Leader - Denver, CO

The Employee Benefits Practice Leader provides strategic leadership, vision and branding of group health and welfare resources for this large regional agency in Colorado. Leaders within the agency set the tone for growth and collaborate across multiple disciplines to achieve those results. This role is critical to marrying the agency's strong culture in everything it does to the way the benefits team transforms.  This is a very active leadership role in the day-to-day operations of the agency's entire corporate benefits practice as well as the strategic responsibilities of continuously driving growth and profit.

Employee Benefits Practice Leader Responsibilities

• Oversee sales, marketing, business development, resources, budgets and operations. Serve as a facilitator of the technical aspects of corporate benefits plans, marketing, vendors and reform.  
• Work with the client service teams to achieve a high retention level.  Segment the practice based on account size, complexity and resource allocation.  Work with service leaders to ensure a consistent approach to client service deliverables.  Form strong relationships with insurance companies and vendor partners.
• Focus on organic growth through the recruitment and training of sales executives. Conduct sales meetings, provided one-on-one coaching, attend joint sales calls and participate in activities to close new business and manage key renewals.  Drive new business sales activity and market expansion.

Employee Benefits Practice Leader Requirements

• At least ten (10) years of group employee benefits experience overseeing sales and marketing.  Increasing responsibilities in team and division leadership with a proven track record of successful growth in benefits consulting/brokerage.
• Motivated, self-starter with proven methodologies in growing organically through producer identification and development and resource management.  Results oriented with the ability to manage activity and set/achieve results.
• Developed organizational skills.  Can lead and manage teams. Can lead by example. Very knowledgeable in underwriting, health analytics and compliance issues influencing purchasing choices in the market.

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.

Sales Managers, Commercial and Employee Benefits - Louisiana

Sales Managers for this large, independent insurance brokerage will concentrate on the development of the producers in the property and casualty or corporate benefits disciplines.  Coaching, mentoring and goal setting with the sales executives are key aspects of your role. As the agency grows you will likely oversee a sales group comprised of experienced producers brought in through acquisitions, inexperienced producers through college risk management programs and career changers from outside the insurance industry. It's critical that you can be a resource to help each type of producer set and achieve their production numbers.

You will be an integral part in day to day sales helping with marketing and client service issues, presentations and cross selling platforms.   

Sales Managers, Commercial Insurance and Corporate Benefits Responsibilities

• Identify, recruit, and select potential experienced and inexperienced sales candidates within target markets. Enact onboarding strategies and training plans. Coordinate training on selling techniques, systems and tools, product information, prospect analysis, activity tracking, marketing, compliance and technology.
• Manage and oversee new business sales and retention results. Conduct joint field work on a consistent and regular basis to assist in the development of prospecting, selling and referral skills as well as evaluate sales practices. Participate in RFP presentations to help close new business.
• Coordinate agent development with corporate sales and marketing office and industry education programs to ensure continued upward production levels and career advancement.
• Assist firm's leadership team in strategic thinking and long term planning, including the development of an annual plan for the Managing Director's goals.

Sales Managers, Commercial Insurance and Corporate Benefits Requirements

• At least five (5) years of commercial or employee benefits insurance industry experience.  Retail agency sales and sales leadership is preferred.
• Prior personal production history or proven business development/marketing success with knowledge of property and casualty or corporate health and welfare products.
• Ability to set and achieve sales goals; can hold others accountable for results High integrity. Able to develop trust within a team.

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

Email: sthompson@csgrecruiting.com

Phone: 515-987-0242 x455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Group Benefits Account Executive - Nashville, TN

The Group Benefits Account Executive collaborates with the producers and account managers on new and renewal business activities including marketing strategies and escalated implementation concerns.  You are responsible for day-to-day servicing and consultation for an assigned book of business. You are involved in all aspects of the client management process such as producing executive summaries, reviewing/preparing reporting, scheduling and conducting open enrollment meetings and participating in client consultations.  You will advise clients on benefits plan design, administration, funding, communication and compliance. You are a central figure to this team's onboarding and retention process helping account managers and account representatives with escalated issues and daily workflow management.  

Group Benefits Account Executive Responsibilities

• Serve as project manager on an assigned book of business.  Help clients develop renewal and administration strategies.  Provide guidance and support on health care reform compliance, cost analysis, communication and enrollments, Human Resources issues and technology solutions. 
• Ensure accurate and timely completion of RFPs. Assist with the closing presentations.  Review contract, coverage and service plans to execute deliverables and remain organized to meet client expectations. 
• Display leadership qualities helping team members with escalated issues, training and mentoring of account managers and obtaining critical relationships and resources in the market to fulfill client's needs. Identify cross selling and upselling opportunities.

Group Benefits Account Executive Requirements

• Bachelor’s degree is required.
• At least five (5) years of client management experience in a Senior Account Manager, Account Executive or Client Consultant role.  Benefits underwriting experience is desirable. 
• Demonstrated direct experience working with insureds on marketing, plan design, renewals and identifying additional new business sales opportunities. 
• Superior written and verbal communication skills including ability to make formal presentations to clients.  Excellent relationship management, interpersonal skills and negotiation.
• State insurance license.

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 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 - Minneapolis, MN

The Commercial Lines Account Executive is critical to this onboarding of large account new business and the strategic retention of existing clients.  Working alongside senior producers, you’ll quarterback the entire service process relying on an account management team for policy administration, stepping in as needed on those items of critical service importance, negotiating underwriting terms and directly consulting with insureds throughout the year.   The agency is growing and has two positions available, one that will exclusively support a large book of construction business.  The other position is generalists handling a variety of accounts in heavy industrial, transportation, education and captives. 

Commercial Lines Account Executive Responsibilities

• Assist producers in 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.
• 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.  Very detailed market knowledge on rates, forms and coverage issues pertaining to placing business with regional and national insurance companies.
• Broad property and casualty coverage exposure; large account, risk management sized business is required.  Proficiency with contract review (particularly surety and indemnity clauses for construction accounts is desired).  Additional lines such as: workers compensation rating and regulations, General Liability, layered property, alternative funding (including captives), commercial auto (including transportation/trucking), public entities and schools.
• 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.

Commercial Lines Sales Producer - Rockford, IL

The Commercial Insurance Sales Executive is responsible for business development and direct client consulting with a unique opportunity to join this growing insurance agency in the Rockford area.  The firm’s model is built on organic growth with producers building terrific careers starting out in this same role.   The very special part of this role is that you’ll be hired as the successor on a large, established book of business.  Someone with a proven track record of new business origination and strong client retention will work closely with the senior producer to be mentored on the ins and outs of the existing accounts.  The ability to build strong relationships with C-level decision makers is key to success in this role. 

Commercial Insurance Sales Executive Responsibilities:

• Focus on learning the special nuances of an established book of business.  Many of these accounts are industrial, heavy casualty and have ties to the construction industry.  Work to become an expert in risk management for those types of businesses.
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• Participate in renewal preparation, marketing, underwriting negotiations and direct client consulting.  Visit clients; conduct presentations and mid-year reviews.  Discuss program options, coverage enhancements and service deliverables. 
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• Seek out additional new clients developing a business plan to target middle market and risk management business.
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Commercial Insurance Sales Executive Qualifications:

• At least three (3) years of commercial lines sales experience with direct responsibilities for new account development, insurance consulting and retention of accounts.
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• Broad property and casualty coverage expertise; construction and/or surety specialization is helpful but not required.

State insurance license.

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

Email: sthompson@csgrecruiting.com

Phone: 515216-5455

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.