Tuesday, October 18, 2011

MGA/Broker Branch Manager – Nashville, TN

Our client is a top ten MGA/Wholesale Broker that is seeking a branch manager to run their Nashville office.  This is a great opportunity for someone with a very strong management background that has wholesale experience.   The job will have P & L responsibilities as well as production responsibilities.

MGA/Broker Branch Manager

Our client is a specialty Managing General Agency seeking an experienced Branch Manager. The existing staff is tenured, experienced and developing new business revenue at a high level.  This position will support the commercial team's production goals and bring cohesion to the sales and marketing process.  As Branch Manager, you will be actively involved in business development.

Branch Manager Responsibilities:
Oversee all underwriting functions; improve processes and procedures to maximize time and minimize errors.
Assist experienced underwriters with maintaining a high level of productivity, achieving performance goals and expanding their marketing capabilities.
Individually, participate in the underwriting process through the management of key accounts.
Actively engage in marketing duties including meeting with agents, identifying new markets to attack and strengthening the relationship with the company's carriers.

Branch Manager Qualifications:
7-10 years of applicable property and casualty experience; prior management experience within underwriting, marketing or operations is required.
Additionally, prior wholesale brokerage or Managing General Agency employment experience is critical.
Ability to adjust underwriting processes and procedures; train and mentor underwriting staff; participate in the design and execution of marketing strategies; determine staffing needs and budgets.  
Familiarity with the retail agency base in TN and KY is particularly helpful but not required.

Please contact Scot Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x17 See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Personal Lines CSR/Inside Sales – Charlotte, NC

My client here is a well respected independent agency in the suburbs of Charlotte.  They are looking for two people in their personal lines practice.  The first person is more of a CSR and will handle daily administrative duties and customer service.  The second person is more of an inside sales person that will also handle service.  This person will be responsible for taking care of all warm leads that come from the commercial lines book as well as incoming sales calls. 

Personal Lines CSR/Inside Sales 


Our client is an independent, multi-line insurance agency based in Charlotte.  Contrary to many commercial lines agencies this firm has a large staff dedicated to personal lines insurance.  Two positions are immediately available within the agency. Both are closed tied to customer service but one is also responsible for new business sales.

Personal Lines Agent- This is an inside sales position responsible for bringing additional revenue and new policies to the department.  You will capitalize on referrals from existing clients as well as leads from the agency's large account producers.  You are responsible for gathering the information required to quote the policy, create the proposal and secure the binder.

Personal Lines CSR- Also an inside position this role does not involve new business sales.  You will be responsible for managing an existing book of accounts.  You'll field calls to amend policies, change coverage, address billing and gathering information for renewals.

Personal Lines Insurance, Inside Sales Qualifications:
At least 1-3 years of personal lines insurance experience is required for either position.
Ability to work in a fast paced, high transaction environment where organization is key.
For the sales position you have demonstrated success calling on prospective clients; you understand how to ask for referrals.
High school diploma is required.

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


Check out some of my recent articles on the blog here:








Commercial Lines Account Manager - Greensboro/Charlotte/Raleigh, NC

Our client is one of the top regional brokers in the nation.  They are looking for someone that has strong middle market experience working with accounts as large as $40K in revenue.  The appropriate person will be comfortable working with underwriters and with clients and must be very detail oriented.  One of the many perks of working for this company is that they offer terrific retirement benefits.

Commercial Lines Account Manager
Our client is a Top 50 independent agency with annual revenues in excess of $20 million.  They are a seven generation company with offices throughout the Mid-Atlantic to position themselves next to their clients.  They have a dynamic, professional sales and service staff that strives to offer service above their competitors.  Their service department seeks a knowledgeable, senior client manager with experience handling large, complex accounts as the primary account service coordinator.

Commercial Account Manager Responsibilities:
Serve as the primary client service point of contact to the insured.
Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
Be a resource for producers and client service colleagues concerning markets, coverage issues and claims.

Commercial Account Manager Qualifications:
At least five (5) years of commercial insurance experience as an Account Manager or Account Executive.
Bachelor's degree is strongly preferred; pursuance of continuing education like CIC, AU or ARM is highly desired.
Large account experience exceeding $100k-$200k in premium.
Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation; construction exposure is highly desired.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:








Work Comp Claims Supervisor – Atlanta, GA

Our client is a TPA that focuses on workers compensation in several niche industries.  They are seeking someone that has a strong workers compensation claims background to step into a supervisory role.  The ideal candidate will have TPA experience as well some management experience as well.  However, they are open to looking at someone that would look at this as the logical next step in their career as well.


Work Comp Claims Supervisor
Our client is a third party administrator (TPA) offering workers’ compensation and professional liability claims service, specializing in self-insurance programs for group associations, risk retention groups and individual self-insured clients. The Claims Supervisor will supervise work comp claims being processed by the company's claims adjusters.

Claims Supervisor Responsibilities:
Supervise all claims activity for the Atlanta branch.
Oversee the process of evaluating claims, establishing reserves and settling disputes.
Conduct reviews of staff adjusters' files; coordinate training; ensure proper case file distribution.

Claims Supervisor Qualifications:
Bachelor's degree.
Professional designation or completion of continuing education is desired.
10+ years of workers compensation claims adjusting experience with roles of increasing management responsibility.
Proficiency in GA state workers' compensation laws.

Please contact Scot Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242  x17 Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


Check out some of my recent articles on the blog here:








Insurance Sales Producers - Mobile, AL

I’m working with a well respected agency that is looking for two different profiles.  First, they would like to find an established commercial producer with small commercial and middle market experience that would like to build a book in the Mobile area.  Secondly they are looking for a strong personal lines person that is either in sales right now or would like to transition into sales.  Both of these would be salary plus commission positions.

Insurance Sales Producers
Our client is an independent insurance agency with accounts located throughout the Southeast.  In addition to personal lines and group benefits they offer a variety of risk management programs unique to Gulf Coast businesses including platforms for marine, manufacturing, and large property accounts.  They seek experienced commercial insurance producers who offer approximately 3-25 years of experience in the industry.  They will consider producers interested in relocating to Mobile or Baldwin counties provided you support a current business modeling targeting the Southeast.

Insurance Producer Requirements
You are comfortable implementing aggressive sales plans, making regular sales calls to prospective clients, and maintaining networking relationships within associations and trade organizations
Prior insurance industry experience is not required; this position holds opportunities for experienced sales executives with business ties in Mobile and Baldwin counties to transition to a new career in commercial insurance
You have verifiable experience validating your compensation as an insurance producer
You want to serve as the client's post-sale consultant and you'll be involved in coordinating ongoing service with an account management team
Individuals with personal or professional ties to the region are strongly desired; can include collegiate ties to Univ. of Alabama, Univ. of Mobile, Univ. of South Alabama, or Auburn

Compensation is commensurate with experience but includes a guaranteed salary with commission percentages on new business written.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sdickerson@insurance-csg.com  Phone:  515-987-0242 x17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


Check out some of my recent articles on the blog here:








Monday, October 17, 2011

5 Dumbest Things You Can Say In an Interview

Dumb and stupid are bad words in my household.  Just ask my daughter Ava – when I let one of these words slip I’m often reminded that “we don’t say that word, Daddy.”    However, there are certain things you can say in an interview that are just plain dumb or stupid or idiotic.  I’ve brought some of these things up before but thought I’d go a little ore in depth.  While each of these things won’t guarantee that you won’t get the job, I cam promise you that they won’t help.



1.  Anything Negative – Whatsoever!!!!

In our culture we value a positive attitude and it is extremely taboo to say something negative about your previous or current employer.  This creates a catch-22 as your future employer always want to know why you are leaving or why you are looking to leave.  The trick is that you need to be honest while also keeping positive.  This just gave me an idea for next weeks blog so I won’t go into further depth here.  Keeping on track here are the types of statements that you want to avoid:

“My boss is an a$$hole.”

“The culture makes we want to die.”

“I hate going to work everyday.”

While all of these things might be true, you can’t share this or anything that might make someone believe you feel this way.  So, craft a response that focuses on how this position will fulfill your needs and goals and just say that you are ready to move on and start the next chapter of your life.

Bonus Piece of Advice:  Practice this talk in a mirror.  In order to be convincing your body language needs to be positive too.  If you can’t say thing positively with a straight face or with a smile then you need to work harder.

2.  I’m Not Really Looking

So some recruiter or friend calls you and tells you about this terrific job that you are perfect for.  BUT – you are happily employed.  This is a good situation to be in.  There is nothing wrong with letting a potential employer know that you are well valued and don’t need a new job.  However, being excited about an interview and new opportunity doesn’t change this.  I’ve seen many people act indifferent in an interview to try and get some kind of upper hand in the bargaining process.  Let me tell you -  this makes you look stupid.  If you don’t need a job and you are only marginally interested then why are you even interviewing?

Again, if you are happily employed you can and should let the company know this.  However, don’t oversell it!  If you spend more time talking about how much you don’t need this job they will assume that you aren’t very interested.

3.  Overly-Presumptive or Arrogant Statements

This is one of my favorites – only because it fails every time.  Companies like confident people.  They don’t like arrogant, self-centered people.  You can appear this way in two ways.  First, you can toot your own horn to a ridiculous level and make it seem that all of your success is in spite of your previous or current employer.  Statements like this will turn someone off:

“I’m confident that I’m a perfect fit for this.” – Really – we’ve only talked about this for 10 minutes – how could you know this?

“I was the top person in the organization.” – try to let your numbers speak for themselves instead.

Another common error in this vein is to make small feats seem stupendous.  If you were awarded the top salesperson of the year two years in a row don’t make a big deal about the July Salesperson of the Month award you got in 2007.

Secondly, you can start acting like you know that they will offer you the job midway through the first interview.  Questions like:

“So when do I start.”

“I can see that I’ll be a great fit here, why wouldn’t you hire me?”

“Where’s my office going to be?”

Other errors in this line of thought are to become too comfortable in the interview and start making statements as if you had the job.  There is nothing wrong with some hypotheticals but it seems arrogant to assume you have the job and don’t give ample respect to the process.


4.  Bringing Up Controversial or Inappropriate Topics

First let me say that I think that it is terrific that you are a liberal/conservative Jewish/Christian/Muslim transsexual.  That said this is your business and not your interviewers.  It is incredibly arrogant and ignorant to assume that any and all people that you meet hold the exact same values as you.  When interviewing it is really important to steer clear of controversial or deeply personal subjects.  If you offend the interviewer then you will not get the job.  Period.  End of story.  Some of the subjects you want to avoid are:
  • Politics
  • Religion
  • Sex
  • Race
I’m going to go a little deeper here on this one and speak specifically to insurance.  For some reason it has become fashionable to speak poorly about the President of the United States.  Often times I hear people say some pretty negative stuff about him in response to healthcare reform.  I’m not sure why people think that this is OK – but it isn’t.  I’m personally not a fan of healthcare reform – I have my reasons.  However, just because there are people on TV lobbing hate filled grenades at each other (I’m talking to both sides of the aisle here) doesn’t mean it is appropriate in an interview.  Be professional, polite and avoid these subjects.

Your other option is to share your worldview as much as you can and wait for that other liberal/conservative Jewish/Christian/Muslim transsexual with your exact same values to be hiring effectively cutting out 90% of the other jobs out there.

5.   Asking about Non-Job Related Things

So you are interviewing for this great job.  The interview is going great.  You are a perfect fit, the culture is great, it’s close to your home, you like your potential new boss.  As they begin to wrap up the interview you are asked if you have any questions.  What do you do?  Unfortunately, many people fail in this area miserably and start asking questions that have very little to do with the actual job.  They start asking about the salary, benefits, vacation… even the parking situation.  This is really dumb for two reasons and I’ll tell you why.

First of all it looks tacky and makes it appear that you are more concerned about these “little things” rather than the job.  We live in a culture that is incredibly weird and unfortunately companies and candidates are bound by different rules.  It is completely OK for a company to ask your salary expectations.  It is not OK for you to ask the same of the company.  It is hypocritical but it is the way of the world.  Additionally, we have some crazy ideals that people cling to.  One of them is that you should take a job for the “right” reasons.  I’m here to tell you that compensation and benefits are a right reason.  However, it isn’t’ seen this way by most employers so beware.

The second reason is more philosophical.  When you are in an interview you have a finite amount of time to make a lasting impact and to sell yourself.  Wasting this time to get transactional information is just plain stupid.  If you have questions about stuff like this you can always follow up with an email. Instead you should come up with a great, insightful question about the company that shows you did your research and that you are thinking about this job.  If  you can’t do that then at least ask the interviewer why they like working for the company.  People feel good when they talk about themselves and it will help them think of you more favorably.

That’s all I have for today.  Happy Interviewing.  As always feel free to email me with any questions, concerns or suggestions at sthompson@insurance-csg.com.

As always please let me know if you have any questions or comments.  I can be reached by email at sthompson@insurance-csg.com.  I’ll see you then!

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Wednesday, October 12, 2011

Commercial Marketing Specialist - Greensboro, NC

This is very similar to my other marketing job in Greensboro.  However, this position is looking for a very skilled technician that can market risks.  My client is open to considering someone from the carrier or MGA world with a strong underwriting background as well as a strong account manager/account executive.  Please let  me know if you have any suggestions or are interested as well.

Commercial Marketing Specialist - Greensboro, NC
Our client is a regional insurance agency with a growing and dynamic sales force.  The marketing department offers critical support to producers and account managers when complex accounts arise and during peak renewal seasons.  This position, Marketing Specialist, provides a much need technical perspective alongside the sales and service team.  In this position you'll offer creative marketing solutions for renewals, ensure workloads are evenly balanced amongst staff and develop much needed relationships with underwriters and brokers.

Marketing Specialist Responsibilities:
Help gather renewal information, compile submissions, conduct pre-underwriting analysis, review claims history, clean up loss runs and prepare an outbound marketing strategy.
Work closely with the producers and account managers to plan for renewals and set a marketing strategy.
Serve as the primary communication channel with wholesale brokers and underwriters to ensure the timely and accurate turnaround of quotes; also, negotiate coverage and premiums keeping the insured's interests in mind at all times.
Help train agency staff on technology especially when small policies or fast quotes can be secured online.
Assist in the ongoing training of account managers and producers with respect to submissions, proposals and renewal marketing.

Marketing Specialist Qualifications:
A minimum of three (3) years of related agency marketing experience or as a commercial underwriter in the middle market property and casualty space.
Ability to work in a fast paced environment when the number of files, complexity of accounts and timeline demands change daily.
Experience with financial analysis, review of claims and safety reports; understanding of underwriting processes within multiple insurance companies.
Strong communicator with persuasive skills; organized, self-motivated and task oriented.

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


Check out some of my recent articles on the blog here: