Tuesday, May 12, 2015

National High Profile Leadership, Service, and Sales Roles in the Insurance Industry


Hi All!  I'm working on some great opportunities across the nation!  Have a look and let me know if you have any interest!



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 – 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 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.   


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.  


Employee Benefits Producer – Cincinnati, OH
This is an opportunity to help build out an agency platform that focuses on a team environment and ability to take advantage of plentiful resources.  Our client is a well-respected agency with multiple offices in OH that is looking to add to their growing sales staff in their Cincinnati office location. They are looking for a dynamic individual that has proven sales success in group insurance products, preferably in an agency setting. The right candidate will be extremely motivated to be immediately successful, while also building a profitable book of business and representing the agency in a professional manner in the market.


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.


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.


Commercial Lines Marketing Manager – Memphis, TN
The Commercial Lines Marketing Director is an exciting, highly integrated role within this insurance brokerage that will be the knowledge source and placement expert for high level property and casualty cases.  The agency's centralized marketing department needs you to be the "doer", the person with the same impetus and expertise to get deals done as the account executives and producers.  You will be brought in on a lot of new business projects and critical renewal cases. You will help shape the interaction between the centralized marketing department and the sales and service teams showing where your team can tackle placement freeing up their responsibilities for other consultation with the client.  You will also provide a direct link between insurance companies and the agency which is in excellent standing with many of its partners. This allows you to build critical rapport to work through complex cases or ones that require special program and financing features.  


Vice President, Employee Benefits Leader – Paducah, KY
The Vice President, Employee Benefits Leader has key strategic responsibilities over the group health and wellness practice within this regional insurance brokerage.  In concert with the sales and executive team, your goal is to create and execute plans that will support revenue growth, improve operational efficiency and strengthen the agency's client service platform.  Any all resources tied to the agency's operations and client deliverables will fall under your purview including maximizing the use of technology, implementing wellness resources and hiring and training internal staff. 


Employee Benefits Producer – Charlotte, NC
The Employee Benefits Producer is a new opportunity for an experienced employee benefits producer to join a successful, highly specialized insurance agency that's based out of Charlotte with market expansion.  The division president looking for a larger group contributor akin to his own sales focus within the team.  Where some of the other producers have worked on smaller groups, he's the type of person who loves the thrill of the hunt with self-funded cases ranging from a few hundred lives to several thousand.  He would like someone with a strong benefits sales acumen to pick up that torch with him and grow the benefits practice out of Charlotte while also serving as a major resource to commercial producers in satellite offices. 


Commercial Lines 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. 



For help with other opportunities or a search in insurance please reach out to Scott Thompson at sthompson@csgrecruiting or call at 515-216-5455.

Monday, May 11, 2015

Employee Benefits Producer - Cincinnati, OH

This is an opportunity to help build out an agency platform that focuses on a team environment and ability to take advantage of plentiful resources.  Our client is a well respected agency with multiple offices in OH that is looking to add to their growing sales staff in their Cincinnati office location. They are looking for a dynamic individual that has proven sales success in group insurance products, preferably in an agency setting. The right candidate will be extremely motivated to be immediately successful, while also building a profitable book of business and representing the agency in a professional manner in the market.


Employee Benefits 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.

  • Cross-selling additional lines of group insurance coverage to round out accounts.

  • Up-sell and renew existing clients with additional products and services.

  • Employee Benefits Producer Requirements

  • 5-7 years of experience working in an independent agency setting.

  • Bachelor's degree preferred.


Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@csgrecruiting.com 
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Employee Benefits Producer - Charlotte, NC

The Employee Benefits Producer is a new opportunity for an experienced employee benefits producer to join a successful, highly specialized insurance agency that's based out of Charlotte with market expansion.  The division president looking for a larger group contributor akin to his own sales focus within the team.  Where some of the other producers have worked on smaller groups, he's the type of person who loves the thrill of the hunt with self-funded cases ranging from a few hundred lives to several thousand.  He would like someone with a strong benefits sales acumen to pick up that torch with him and grow the benefits practice out of Charlotte while also serving as a major resource to commercial producers in satellite offices.   

Employee Benefits Producer Responsibilities
  • Start by ingratiating yourself to the current accounts that will be handed over to you.  Set appointments, review policies and get organized on upcoming renewals.  Work with the service team to make sure current policy needs and upselling opportunities are covered. 
  • Develop a sales plan to generate additional new business in the 100+ ees space which is the direction the agency wants to concentrate the majority of its attention and resources.  Create partnerships with the property and casualty team where cross selling leads are reciprocal.   
  • Participate in all areas of the client management process as needed with a watchful eye on key renewals, critical pricing and coverage issues and claims data interpretation.  Set monthly and quarterly meetings with clients.

Employee Benefits Producer Requirements
  • At least five (5) years of direct group employee benefits sales experience; retail agency production is most desired and preferably at least three years spent through the validation cycle on a book of business.
  • State insurance license.
  • Equally as strong of closing and client consulting skills as door opening.  The business development and prospect lead generation piece is still critical to building your book, but the agency's structure will rely on you to lead marketing choices with the account service team and work closely with your clients on all the strategic, high level discussions about benefits management.
  • The agency has a strong investment strategy in its producers.  This position has a base salary with a variable income structure based on new business sales.

Please contact Scott Thompson for immediate confidential consideration and additional details. 
Phone: 515-987-0242 x 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Vice President, Employee Benefits Leader - Paducah, KY

The Vice President, Employee Benefits Leader has key strategic responsibilities over the group health and wellness practice within this regional insurance brokerage.  In concert with the sales and executive team, your goal is to create and execute plans that will support revenue growth, improve operational efficiency and strengthen the agency's client service platform.  Any all resources tied to the agency's operations and client deliverables will fall under your purview including maximizing the use of technology, implementing wellness resources and hiring and training internal staff. 

Vice President, Employee Benefits Leader Responsibilities
  • Serve a subject matter expert to the account management team. Take a hands on approach to client management including getting involved in critical issues, preparing for key renewals and analyzing self-funded plans.  Take part in client meetings and presentations.  Oversee the implementation of new service strategies.   
  • Coordinate efforts with the sales executives on strategic client retention; direct the account management staff on policy administration and benefits analysis. In that communication provide clear directives to executing client agreements and build high levels of client satisfaction.  Educate and guide staff on market changes, client management and wellness initiatives.
  • Represent the company in front of clients displaying the full value of its resources and customer service platform.  Discuss areas for enhancement and new solutions that can also lead to additional revenue in the book. 

Vice President, Employee Benefits Leader Requirements
  • At least 7-10 years of experience involving the oversight of the client management and consulting of group employee benefits plans at a senior level.  Leadership and/or management experience is very important as is success in a strategic role involving team building, executing client deliverables and developing benefits strategies for self-funded cases. 
  • Strong experience with managing the client retention process.  This includes awareness of market conditions, changes in plan options and design strategies and available wellness resources. Advise on issues pertaining to compliance with healthcare reform. 
  • Prior experience with management and operational initiatives including team building, performance evaluations, recruiting and hiring, training and mentorship, technology utilization and workflows.

Please contact Scott Thompson for immediate confidential consideration and additional details. 
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 - Memphis, TN

The Commercial Lines Marketing Director is an exciting, highly integrated role within this insurance brokerage that will be the knowledge source and placement expert for high level property and casualty cases.  The agency's centralized marketing department needs you to be the "doer", the person with the same impetus and expertise to get deals done as the account executives and producers.  You will be brought in on a lot of new business projects and critical renewal cases. You will help shape the interaction between the centralized marketing department and the sales and service teams showing where your team can tackle placement freeing up their responsibilities for other consultation with the client.  You will also provide a direct link between insurance companies and the agency which is in excellent standing with many of its partners. This allows you to build critical rapport to work through complex cases or ones that require special program and financing features. 

Commercial Lines Marketing Director 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 Specialist 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.  Carrier or wholesale brokerage underwriting and/or field marketing and production experience is highly preferred; agency brokerage/placement experience will also be considered.   
  • Must have experience engaging directly with insureds to discuss coverage and pricing options.  Examples of such would be attending joint meetings and presentations with agency producers and brokers.   
  • 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.
  • State insurance license or able to obtain one shortly upon hire.


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.

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.