Wednesday, November 16, 2011

Two Commercial Lines Account Manager Opportunities in Nashville, TN

Hi There!  I"m working on a really nice search in Nashville.  My client is a specialty agency that specializes in a unique insurance coverage.  They are focused on adding two additional people to their service staff.  The first spot is CSR role that will handle administrative duties and light customer contact.  The second one is for a senior account manager with excellent customer service skills that can step into a supervisory role and lead by example and also teach the existing staff.  Middle market commercial experience is a must and a strong professional and personable personality is imperative!  Both job descriptions are below!

Client Service Manager (Senior Account Manager)

Our client is a specialty commercial insurance agency with a strong focus in a very unique niche.  This position, Client Service Manager, manages a team of Account Managers and Assistants servicing the agency's total book of business.  The agency is looking for someone who will ensure that customers receive the best service possible, and who can coordinate functions with service staff and clients.

Client Service Manager Responsibilities:
Monitors performance of employees and takes action to correct substandard performance with emphasis on customer service quality.
Manages recruiting, training, work review and policy administration processes.
The coordinator for new and renewal business; ensuring accurate claims and audit information, compliance, submission compilation, written service execution and renewal marketing strategies.
Works with accounting for finance related matters like account billing, payroll, collections, agency licenses and surplus lines tax filings.

Client Service Manager Qualifications:
At least five (5) years of commercial insurance client service experience; prior management or team leadership is required.
Bachelor's degree is preferred; pursuance of continuing education like CIC, AU or ARM is highly desired.
Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation; entertainment exposure is highly desired but not required.
Comfortable managing a team averaging 8-10 direct reports.
Active TN P&C license.

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.

Commercial Account Manager

Our client is a specialty commercial insurance agency with a strong focus in a unique niche.  This position, Commercial Account Manager, will be responsible for supporting the agency's ongoing efforts to provide quality customer service and risk management consultation.

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 other account managers concerning markets, coverage issues and claims.

Commercial Account Manager Qualifications:
At least two (2) years of commercial insurance experience as a CSR or Account Manager
Bachelor's degree is preferred; pursuance of continuing education like CIC, AU or ARM is highly desired.
Broad coverage proficiency in general liability, commercial auto, large property, and workers compensation; entertainment exposure is highly desired but not required.

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:












Awesome Senior Insurance Management Positions

I’m working on several exciting management opportunities throughout the country!  Below are descriptions for several positions that I’m working on followed by a link to the full job description.  Please take a look and let me know if you have any questions or suggestions.  Thanks again and have a great day!

Director of Commercial Insurance Sales – Phoenix, AZ

This is a terrific opportunity for a proven sales leader.  Our client is seeking someone with a strong property and casualty background that can grow a satellite office for a large, regional independent agency.  This person must absolutely have a strong vision, sales leadership skills and the ability to develop new producers.  This client plays in the large middle market and risk management arena and needs someone with similar experience. 


Personal Lines Sales and Marketing Manager – Boston, MA

This is a an awesome job in Boston!  My client has a very large personal lines book of business that is focused on standard, high net worth and affluent business.  They are looking for a new leader that can continue to grow the practice and introduce innovative thinking.  The ideal person is someone with sales management skills that also has new and fresh ideas about how to market personal lines insurance including social networking and community involvement.    This person must be high energy and creative!


Commercial Lines Practice Leader – Baton Rouge, LA

This is an awesome opportunity for a strong leader.  Our client is seeking someone with a strong operations background that can come in and immediately take over management of agency operations and the commercial lines service staff.  This is an opportunity that will allow someone strong long term growth and requires that someone have previous agency management experience, hiring and firing experience and a strong track record of positive change management.


Employee Benefits Practice Leader – Midwest

This is a terrific opportunity for a well respected independent agency in the Midwest.  Our  client is looking for a transformative sales leader that can take their practice to the next level.  Their desire is to find someone that can help redesign their practice and grow it significantly.  The right person will have a strong sales management background a strong consultative vision.  Additionally they are open to someone coming from the agency or carrier side.  


Commercial Lines Client Service Team Leader – Midwest

This is an awesome opportunity for an account executive to step into a leadership role.  Our client is a large independent agency that is a player in large middle market risks.  They are looking for someone to step in as an account executive on their most prestigious book and manage  their commercial lines staff.  Our client is looking for someone with a lot of horsepower and experience working with risks in the $40K - $100K revenue range.  Must be able to relocate and have experience working with claims, marketing and higher level service.


Employee Benefits Practice Leader – Cleveland, OH

This is a great chance to work with one of the leaders of the Midwest.  Our client needs a dynamic employee benefits person to take over a growing, existing practice in Cleveland.  This person is going to manage both service and sales and will be responsible for executing the company's vision.  The client plays in the 100 - 1,000 life arena on average and needs someone that has this experience.


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.


Corporate Risk Manager – Chicago, IL

This is a really exciting opportunity for someone with corporate risk management experience that is also experienced with risk purchasing.  Please let me know if you have any questions.


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









Tuesday, November 15, 2011

Personal Lines Sales and Marketing Manager - Boston, MA

This is a an awesome job in Boston!  My client has a very large personal lines book of business that is focused on standard, high net worth and affluent business.  They are looking for a new leader that can continue to grow the practice and introduce innovative thinking.  The ideal person is someone with sales management skills that also has new and fresh ideas about how to market personal lines insurance including social networking and community involvement.    This person must be high energy and creative!

Personal Lines Sales and Marketing Manager
Our client is an established independent agency based in Boston.  The personal lines division is a significant portion of the agency's revenue and derived from a long standing emphasis on providing excellent customer service and quality insurance offerings.  This position, Personal Lines Sales & Marketing Manager, will oversee the entire personal lines division including all sales and service related functions.  The goal is to move the agency's distribution platform from a referral system to a consumer driven strategy.

Personal Lines Sales & Marketing Manager Responsibilities:
Design, enhance or make radical changes as needed to drive forward the department's profitability and product visibility.
Create an advertising platform to attract prospective customers through several different marketing avenues such as an online quoting system, social media advertising, new cross marketing with the commercial divisions, etc.
Take charge of securing appropriate marketing contract, value added resources, talent acquisition and budget allocation.
Train, mentor and manage the personal lines client service staff and agents.

Personal Lines Sales & Marketing Manager Qualifications:
Bachelor's degree is preferred.
Tenure and experience within personal lines insurance with a special emphasis on marketing, advertising and product distribution.
Experience with innovative, online marketing and social media techniques for distributing insurance products.
Strategist; sales focused; proactive leader.

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:









Employee Benefits Practice Leader - Cleveland, OH

This is a great chance to work with one of the leaders of the Midwest.  Our client needs a dynamic employee benefits person to take over a growing, existing practice in Cleveland.  This person is going to manage both service and sales and will be responsible for executing the company's vision.  The client plays in the 100 - 1,000 life arena on average and needs someone that has this experience.

Employee Benefits Practice Leader 
Our client is a leading independent agency in the Midwest and is in a rapid stage of growth.  They are currently seeking a dynamic individual to join their team as a Practice Leader for their Employee Benefits team in Cleveland.  You will provide strategic planning, leadership, sales management, oversight of client service and much more.  The ideal candidate will have previous leadership experience working for a large regional or national independent agency, is still motivated to expand spheres of influence to develop new business development opportunities, and can mentor and motivate both sales and client service staff members.

Employee Benefits Practice Leader Responsibilities
Influence and support customer and prospective relationship development.
Manage Employee Benefit sales team to identify and close new business activity.
Manage insurance carrier access and support as needed, along with market relationship development to find new products and services for clients and prospects.
Ability to engage corporate resources to support departments including sales and marketing, information technology, accounting and finance, human resources, and facilities management.
Work with regional executive team to identify possible agency acquisitions.
Support the development and management of department budget and expenses per corporate guidelines.
Influence and support strategic planning initiatives including producer and personnel development.

Employee Benefits Practice Leader Requirements
8-10 years of experience working in an independent agency setting.
Previous management experience a must, preferable in an agency setting.
Must possess applicable state insurance license, with additional professional designations like CEBS, RHU a plus.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 ext. 17  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:









Director of Commercial Insurance Sales - Phoenix, AZ

This is a terrific opportunity for a proven sales leader.  Our client is seeking someone with a strong property and casualty background that can grow a satellite office for a large, regional independent agency.  This person must absolutely have a strong vision, sales leadership skills and the ability to develop new producers.  This client plays in the large middle market and risk management arena and needs someone with similar experience.

Director of Commercial Insurance Sales 
Our client is a respected insurance brokerage recognized as a leader in the size and scope of its risk management operations. As Director of Commercial Insurance Sales, your responsibilities will focus on growing the agency's upper middle market division.  The results of your leadership should include: new producer development and training, existing producers growing upward in the size and profitability of accounts, new market penetration and the creation of a team based sales approach.   This opportunity allows you to participate in the sales process without being on the front lines of prospecting.  To be qualified for a this role you must offer success in individual brokerage sales, strategic marketing and program design as well as sales leadership.    

Director, Commercial Insurance Sales Responsibilities:
Create a team based sales platform designed to win bigger accounts; you'll act not as the front line prospector but as the closing expert.
You'll be involved in all phases of the sales cycle with junior and experienced producers; you'll evaluate risk management needs, participate in contract reviews and marketing negotiations; you'll emphasize the BOR model.
Take up several agency marketing and branding initiatives.

Director, Commercial Insurance Sales Qualifications:
At least 7-10 years of experience in commercial insurance brokerage; it’s important you have demonstrated success individually producing new business though in this role you will play many more roles than producer.
Understand how to drive an agency's marketing segments into middle market ($200k premium or higher) and establish the necessary backroom support and value added services to win risk management accounts.
Progressive experience in sales leadership; you desire the role of team leader with the ability to appropriately dedicate time to employee development, strategic expansion and developing a BOR sales strategy.

Compensation is commensurate with experience and includes a guaranteed salary with commission on new business production.

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:









How Insurance Account Managers can Improve their Resumes

Good Morning Everybody!  Today, I’m going to talk about resumes.  Because I focus on recruiting in the insurance industry this article will be specifically geared towards account managers and account executives and how to better sell themselves on their resume.  However, I think that the spirit of what I have to say is pretty universal. 

Before we get started I want to wish everyone a Happy Thanksgiving!  I can’t believe it is next week!  Thanksgiving is one of my favorite times of the year because I love the following:

  • Eating
  • Football
  • Celebrating my daughter’s birthday
  • Spending time with family

I also love Thanksgiving because it allows me display my most prized possession.  Last year my wife got me the greatest Christmas gift of all time and she gracefully allows me to display it from Thanksgiving to New Years.  Below is quite possibly my favorite new tradition of Thanksgiving.

It's a major award!!!!

 Now back to resumes.  Often times I come across account manager’s resumes that say the same old thing over and over again for each of their jobs.  It looks something like this:

Company A                                                                                                                        Insert Date Here
Account Manager/CSR/Account Executive                                                                          Yourtown, USA
  • Processed certs
  • Marketed accounts
  • Answered phone calls

They then move on to Company B and say:

Company B                                                                                                                         Insert Date Here
Account Manager/CSR/Account Executive                                                                          Yourtown, USA
  • Processed certs
  • Marketed accounts
  • Answered phone calls

The problem here is that by simply putting account manager, CSR or account executive as your title I already know this.  When you are writing a resume and are intending to stay in the industry you need to put some meat in there. 

I consider myself to be average and I can tell you that I am so frustrated when I see things like this because it tells me nothing.  If you really want to create interest you need be very specific.  Here are the things you should put on your resume that are really important.
1.  Are you working with personal lines, commercial lines or employee benefits?
2.  What industry groups do you have experience with?
·        This is really important and honestly it goes farther than the resume.  Account managers need to be able to answer this.  It doesn’t matter if you handled a true generalist book and every account was in a different industry.  List some of them out. 
3.      Specific information about the book you are working on
·        As an account manager you need to know at least some of this information and list it on your resume. Things that you should include are:
Ø      Book size in revenue or premium
Ø      Client count
Ø      Average revenue or premium size
Ø      Number of producers
Ø      Special circumstances – are you producing? Is it self funded?
4.      What are your specific duties?
·        Instead of what I shared above you need to share things that will set you apart
Ø      Did you do new or renewal marketing
Ø      Do you make client visits
Ø      Do you present renewals to clients
Ø      Do you handle claims


This is the type of stuff that needs to go on your resume.  The last thing that you should be thinking of are what sets you apart from you co-workers.  Think hard.  There is something.  Find a way to put this on your resume!

Good luck out there and as always please feel free to leave comments or email me at sthompson@insurance-csg.com.  

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









Monday, November 14, 2011

Employee Benefits Account Manager - Seattle, WA

Hi Everyone!  This is a great opportunity for a very well respected independent agency.  Our client is looking or a strong account manager that can take on a large book of middle market business in the 100 - 500 life range.  They need someone with good self funded experience and good client facing skills.  Let me know if you know of anyone or have an interest yourself!

Employee Benefits Account Manager

Our client is a large insurance agency recognized as a national leader in the size and scope of its risk management operations.  They are a relationship driven firm focused on impacting many specialized P&C and employee benefits markets.  They seek an experienced professional with a strong group benefits background as an Employee Benefits Account Manager.  This position is responsible for providing insight and knowledge into the health and welfare plans for middle market clients.  You'll identify coverage gaps and advise insureds on solutions for achieving long-term cost savings.

Group Employee Benefits Account Manager Responsibilities:
Act as the primary contact in a client service capacity to existing clients.
Administer marketing and renewals as well as daily service functions.
Develop and manage short and long range benefit strategies for clients to foster strong relationships.
Assist in the mentoring of the account service team and act as a resource to the department
Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost
Participate in market meetings, seminars, and training programs as directed

Group Employee Benefits Account Manager Requirements:
A minimum of three (3) years group benefits service experience as an Analyst or Account Manager.
Taft/Hartley experience is required.
Hold an active WA L&H license.

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.