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:

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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

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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

Employee Benefits Account Executive - Indianapolis, IN

Our client is a leading independent agency in the Midwest that has an immediate need in their office in Indianapolis for an Account Executive in their Employee Benefits division. The ideal candidate will have similar experience working in a client service/producer support role for another large retail insurance agency.

Employee Benefits Account Executive Responsibilities

Develop implementation plans with clients to include coordinating and conducting enrollment meetings and training of client's benefit personnel.

Review agreements and/or documents for accuracy.

Meet at least quarterly with clients to review large claims, monthly claims experience, and conduct on-site claims visits.

Develop financial projections for clients using actuarial modeling and deliver reports with commentary.

Supervise and interview potential candidates for team employment.

Employee Benefits Account Executive Requirements

7-10 years of applicable experience in a brokerage/retail agency environment.

IN Life/Health license required.

Experience with self-funded medical plans and an agency management system preferred.

Additional designations such as RHU, REBC, and CEBS 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

Commercial Lines Claims Manager - Madison, WI

Insurance agencies rely heavily on the counsel and expertise of risk management experts to demonstrate to clients the firm's capabilities as a valuable business partner.  This position, Claims Manager, is far beyond the typical paper pushing role that many agencies relegate their claims processing to.  It’s a leadership role that will oversee all of the agency's claims processes, deliverables and advocacy with active participation directly with clients.  It requires a very knowledgeable workers compensation claims professional who also possesses an understanding of other property and casualty claims to serve as the residence agency expert.  This role is also unique in that all the procedures and consulting methods put into practice in the claims team will interrelate with the internal loss control division.  This will help the agency create consistency within its resource practice group and also see both divisions grow over time through singular leadership.

Claims Manager Responsibilities
Work with internal and external parties as well as directly with the clients during the claims process. Direct and manage claims staff on appropriate reporting and follow up procedures with insurance companies, adjusters and other third parties involved.  Stay active in following complex open cases through conclusion including investigating and negotiating for timely settlements.  To the best of your ability with a favorable outcome for the agency's client.
Showcase the services of the agency's claims and loss control terms by  making presentations to current and prospective clients as a part of the sales process.  Create a proactive system of identifying and addressing business operations with insureds that create hazardous, frequent and severe risk management situations.  Make sure your team has accountability for client retention by constantly engaging with clients personally or by sending out claims and loss control specialists on your behalf.
Develop shared goals for the claims and loss control departments. Manage budgets, prepare reports for the executives to review and make recommendations of staffing needs.
Develop a claims review process with the account management and sales teams to communicate with clients throughout the year on claims handling.  Visit with clients in a consultative way about appropriate procedures and review loss run activity.
Maintain a professional relationship with underwriters, adjusters and risk management professionals to settle claims but also provide advocacy and handle negotiations as needed.  Issue drafts and other correspondence with clients related to coverage findings and settlements. 
Claims Manager Requirements:
At least 7-10 years of property and casualty claims experience.  Though a broad property and casualty background is beneficial the large majority of the agency's claims deal with workers compensation policies.  Therefore you must be very knowledgeable and experienced in work comp claims. 
Excellent communication skills. Able to write and present on claims findings to the management team and directly in front of clients.  Up to date on insurance industry trends particularly with workers compensation claims and risk management issues. 
Prior management experience is required. Proficient in leading a high performing team with oversight for workflows, policies and procedures, training and development of claims staff; able to manage goal setting expectations with your team.

The agency requires all of its employees involved in consulting with clients to hold a Wisconsin property and casualty license. Must be able to secure this within three months of employment. 

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