Completed Placements

BACKGROUND

Celebrating their 90th year, our client is now one of the most respected insurance agencies in the northeast region. Our client is a full‐service agency that provides coverage for all lines of insurance and is a fast-growing commercial insurance agency. Our client has been building client loyalty and trust through three generations. From basic coverages to the most unusual risks, they provide innovative risk management and insurance programs at competitive rates backed by large, financially sound carriers.

Our client is looking for a dynamic, high‐energy individual to oversee and grow its Property & Casualty business as its Chief Operating Officer. The perfect candidate is someone that likes to “roll up their sleeves,” and to make a difference on a daily basis. You may currently be part of a high growth team at an agency/broker.

In addition to a competitive base salary range and full benefits package, the successful candidate will be eligible for a bonus based on meeting company objectives.

Our client headquarters is located in beautiful Mahopac, New York. You’ll find a pleasant, family‐oriented environment with good schools and plenty of local charm. Our client’s location puts all that New York City has to offer within a short 60-minute drive.

PRIMARY ROLE

Ultimate accountability for planning, leading, organizing, and directing the firm's success. Additional

responsibilities include:

• Overseeing and managing daily insurance agency operations with a “hands‐on” approach.

• Establishing and monitoring specific workflow and procedures.

• Monitoring staff compliance with procedures by reviewing monthly audits: address transgressions

• with department leader.

• Achieve growth and profit objectives, high productivity, and strategic objectives.

• Monitor financial performance and take action to assure the achievement of results.

• Oversee company relationships and contingency monitoring.

• Problem resolution (client, company, employee, etc.)

• Ability to wear “different hats” as events dictate.

QUALIFICATIONS:

• Must have five to ten years of experience successfully growing a Property / Casualty insurance

• agency.

• Must have demonstrated skills in managing sales goals and a proven track record.

• Must possess strong leadership skills with the ability to focus and direct a talented team of

• insurance professionals.

• Leadership abilities are required.

• Strong communication skills including written and verbal.

• Ability to motivate and mentor sales personnel and department managers.

• Experience to oversee both operational and sales goals.

• College or other degrees desirable.

• Commercial Lines Manager experience is a plus.

Our client offers an excellent work environment, a full range of benefits, including medical and vacation.

For Immediate Consideration:

Please reply in confidence to info@theipeople.com and reference job code NY#001.

Based in Washington, DC, iPeople provides retained executive search services to independent agencies, brokers, and insurance carriers throughout the United States. For additional information, please visit www.theipeople.com. 

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BACKGROUND

Our client is a well‐established and prominent Hartford area independent broker focusing primarily on middle-market employee benefits and property/casualty programs. With an award‐winning value-driven model, they enjoy a high level of respect in the marketplace.

This is a ground floor opportunity for an experienced professional. Although our client has been operating in the employee benefits arena for 30 years, they see great opportunity in the changing benefits landscape. They see wellness and productivity as key drivers of the new employee benefits model and they need an intelligent producer‐leader to take their practice to the next level.

If you have the same vision as our client, this could be the challenge you’ve been looking for. Our client wants to regain a leadership position in the CT marketplace and they need a talented individual to take charge of this initiative.

You will immediately become part of senior management and assist in the strategic planning for 2012 and beyond. In addition, you will be taking over a sizable established book of business with a focus on self‐funded and CDHPs. Your support team will be second to none allowing you 50% of your time to focus on new business.

Our client has outstanding relationships with all carriers representing group life, health, dental, disability, and voluntary products. In addition, they have strong internal and external human resource consulting capabilities.

The qualified candidate for this position will have 5‐10 years of agency/brokerage based sales experience. This is not an Account Executive position. You will be leading a strategic sales initiative and building new relationships will be your primary focus.

POSITION FUNCTION

The successful candidate will be responsible for the production of the new Employee Benefits business, as well as retention of the existing business, meeting sales goals, and developing a book of business.

PRIMARY ROLE:

To execute claim strategies and monitor/produce quality operational results; ensure successful product delivery; assist in sales/marketing and the underwriting process; provide leadership, training, and development of staff. The position’s success will be determined by maintaining a fully developed loss ratio of 40% or better. 

REPRESENTATIVE RESPONSIBILITIES:

1. Production of New Business:

• Designing and implementing campaigns.

• Hitting/Exceeding sales targets.

• Prospecting in all its forms.

• Building Centers of Influence.

2. Thought Leadership:

• Internal and External.

• Speaking and or writing articles/blog/newsletter.

3. Service Existing Book of Business:

• Maintain and grow current relationships.

• Assist in cross-selling to the PC side of the house.

• Work with Account Managers and Dept. Head to implement service calendar.

• Meet with and help maintain carrier relationships.

4. Strategic Thinking:

• Create and implement a vision for our Employee Benefits division.

• Put us on the bleeding edge.

• Develop strategic relationships with any partners that are part of our solution.

• Work with partners to develop proprietary products/services. 

Compensation: Total first-year compensation (base plus new business) should be between $90,000 and $150,000. Outstanding benefits and 401k.

GENERAL INFORMATION:

The individual must have a broad knowledge of insurance products and the insurance marketplace, as well as having/developing technical expertise.

The successful candidate will be fully licensed for life and health. Additional insurance designations, such as CEBS (Certified Employee Benefit Specialist), are a plus. Experience in self‐funding and fringe benefits is mandatory. Working knowledge of the New England region is preferred. Target markets are all industries with a focus on the 100 – 1000 life cases.

For immediate consideration: Please reply in confidence to info@theipeople.com and reference Job Code Number 007.

Based in Washington, DC, iPeople provides retained executive search services to independent agencies and broker firms throughout the United States. For additional information, please visit www.theipeople.com. 

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BACKGROUND

Our client is a dynamic, mono‐line worker’s compensation insurer domiciled in Pennsylvania, with a business philosophy that revolves around “doing the right thing” by their clients. As a result, their reputation for providing expertise in numerous insurance areas; being fully engaged with their clients, and working to ensure that their products and services are second‐to‐none, puts our client in the hiring mode for experienced insurance professionals. Our client has grown by over 300 percent in the last four years and looks forward to additional growth and new opportunities. Our client is looking for a dynamic, motivated, and bright individual to oversee and grow its Claims Department. 

In addition to a competitive base salary range and a comprehensive benefits package, a generous bonus, based on performance, is included. Our client headquarters is located in a pleasant, family‐oriented environment. With good schools, low crime, a premier health‐care system, and a short one hour drive to Pittsburgh, the location could not be better. Enjoy all that Pittsburgh has to offer without the big city hassles, traffic, congestion, and high cost of living. 

PRIMARY ROLE:

To execute claim strategies and monitor/produce quality operational results; ensure successful product delivery; assist in sales/marketing and the underwriting process; provide leadership, training, and development of staff. The position’s success will be determined by maintaining a fully developed loss ratio of 40% or better. 

QUALIFICATIONS: 

• Must have a minimum of three to five years of hands‐on management experience. 

• 10 years of related work experience in the Pennsylvania Worker’s Compensation Insurance. 

• Ability to interpret information from multiple sources and draw logical conclusions. 

• Ability to think strategically and use data findings to consult others for improved business results. 

• Must possess strong leadership skills with the ability to keep the team focused. 

• Leadership abilities are a natural strength. 

• A college degree is required. 

• Ability to motivate and mentor Claims personnel with a vision to grow the organization to the next level. 

• Strong TEAM and goal orientation is a must. 

• Excellent verbal, written and computer skills will be assumed. 

• Ability to manage multiple projects and perform under pressure and meet timelines. 

DUTIES: 

The successful candidate, as Assistant Vice President of Claims, will be responsible for: 

• Developing claim strategies, ensuring consistent and successful execution of claim initiatives. 

• Identifying business and legal trends, as well as develops and executes strategic plans to address trends; research State statutes to determine growth opportunities. 

• Provide training to customers regarding company abilities and requirements. 

• Provide consultation to clients based on the analysis of data. 

• Support claims teams in developing and coordinating claims strategies and the integration of other departments and outside vendors. 

• Audit a minimum of 3 files per Adjuster on a monthly basis for quality, compliance, and results. 

• Monitor all litigated files and files exceeding $10,000. 

• Report audit findings to the Chief Operating Officer. 

• Monitor quality, compliance, and results of claim policies and procedures. 

• Facilitate a team environment where all functions (claims, marketing, underwriting, and loss control) work together to continually improve the results and level of performance within their own functions throughout the company. 

Our client offers an excellent work environment, a “Wellness Program,” a full range of benefits, including medical, 401K, and vacation. 

For Immediate Consideration:

Please reply in confidence to info@theipeople.com and reference job code Steelers #002. 

Based in Washington, DC, iPeople provides retained executive search services to independent agencies and broker firms throughout the United States. For additional information, please visit www.theipeople.com.

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BACKGROUND

Our client has built a reputation based on traditional values, responsiveness, dependability, and quality, and is currently looking for a top-notch Commercial Lines Manager. With a history of financial growth and stability over the decades and with offices throughout the United States (and with affiliations worldwide), this client offers versatility with purchasing power to provide innovative solutions for today’s difficult [challenging] insurance market. 

Serving the Florida marketplace since 1986, this client has a professional staff of over 50 caring and proven professionals serving over 5000 clients nationwide. As an independent agent, this client does not work for one single insurance company but represents a carefully selected group of financially sound, reputable insurance companies. 

An excellent compensation, bonus, and benefits package is available, as well as the opportunity to work with dedicated professionals in a growing organization. To be considered, you will need Florida coastal experience. 

PRIMARY ROLE

The successful candidate will manage the Commercial Lines Account Managers and support staff, providing service to assigned clients in accordance with agency guidelines and coordinating marketing that is completed by Account Managers. The successful candidate will also have a "key account" responsibilities but will not have a production quota or goal. The candidate should understand "E&O" and Finance. 

The candidate will have intimate knowledge of commercial insurance; experience with carriers, strong supervisor skills (five to ten years of supervisory experience), along with solid communication skills. The successful candidate most likely will work and reside in South Florida. This position requires a broad understanding of insurance contracts and program structure, extensive market familiarity, systems, and process experience, as well as management and leadership skills. Candidates should be high energy, self-directed, and possess a winning attitude. 

DUTIES/QUALIFICATIONS 

• Must have a working knowledge of Florida’s commercial property issues. 

• CIC preferred, but not required. 

• Applied experience is a major plus. 

• Must be impartial, fair, and consistent in his/her decision-making capabilities. 

• Minimum five to ten years of supervisory experience. 

• The ability to lead, train, and help develop our client’s professional staff. 

• Participate in interviewing and training new employees. 

• Work with Senior Vice President in administering salary program and performance management for employees. 

• Establish and monitor an even workload distribution within the Commercial Lines unit. 

• Conduct quality reviews and provide feedback or training to address deficiencies. 

• Develop and implement standard procedures. 

• Promote open communication and good morale. 

• Monitor agency underwriting and procedure guidelines. 

• Work with the Marketing Manager to monitor renewals and retain accounts. 

• Participate in/direct any special projects at management's request. 

For immediate consideration: Please reply in confidence to info@theipeople.com and reference Job Code FL013. 

iPeople, LLC, is a retained executive search firm specializing in the insurance industry. Based in Washington, DC, iPeople provides retained executive search services to independent agencies, brokers, and carriers throughout the United States. For additional information, please visit http://www.theipeople.com 

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BACKGROUND

Our client, founded over 150 years ago, is now one of the most respected agencies in the region. The cornerstone of our client’s business philosophy remains to simply conduct business by the “Golden Rule.” As a result, client relationships are valued and agents act in the best interest of the client. Our client is a full-service agency that provides coverage for all lines of insurance and is one of the fast-growing commercial insurance agencies in the region. 

Our client is looking for a dynamic individual to oversee and grow its Property & Casualty business as its Chief Operating Officer. 

In addition to a competitive base salary range and full benefits package, the successful candidate will be generously rewarded with the opportunity for Company ownership based on attaining growth incentives. 

Our client headquarters is located in a pleasant, family-oriented environment. With good schools, low crime, a premier health-care system, and a short distance from Pittsburgh, the location could not be better. Our clients provide a cosmopolitan atmosphere without the big city hassle, great scenery, and a reasonable cost of living. 

PRIMARY ROLE:

Ultimate accountability for planning, leading, organizing, and directing the firm's success. Responsible for achieving growth and profit objectives, high productivity, and strategic objectives. Monitor financial performance and take action to assure the achievement of results. 

QUALIFICATIONS: 

• Must have four to seven years of experience successfully growing a Property / Casualty insurance agency. 

• Working and current knowledge of the Pennsylvania and Ohio insurance environment. 

• Must have demonstrated skills in managing aggressive sales goals and a proven track record. 

• Must possess strong leadership skills with the ability to focus the team on a forward-focused vision. 

• Leadership abilities are a natural strength. 

• College Degree required; MBA desired. 

• CIC or CPCU desired. 

• Knowledge of Applied (TAM) agency automation system. 

• Ability to motivate and mentor sales personnel and department managers. 

• Experience to oversee both operational and sales goals. 

DUTIES: 

• The successful candidate, as Chief Operating Officer, will be responsible for: 

• Meeting aggressive sales goals. 

• Directing the organizational operations, (including Personal Lines, Commercial Lines, Group/Independent Health and Physician Services). 

• Leading department heads and providing accountability for sales goals. 

• Defining and implementing plans to achieve corporate objectives. 

• Monitor the agency's financial condition and maintain desirable financial ratios and collection practices. 

• Work with key employees to establish business policies and set the future direction of the firm. Obtain input and capitalize on the talents or skills of agency employees. 

• Implement and manage the business plan and annual budget process. Conduct planning and budgeting meetings to follow-up on progress set new goals, identify additional resources, keep the plan on target. 

• Lead the firm in identifying and searching for new sources of revenue, acquisitions, joint ventures, referral programs, and other sources. 

Our client offers an excellent work environment, a “Wellness Program,” a full range of benefits, including medical, 401K, and vacation. 

For Immediate Consideration:

Please reply in confidence to info@theipeople.com and reference job code Steelers #001. 

Based in Washington, DC, iPeople provides retained executive search services to independent agencies and broker firms throughout the United States. For additional information, please visit www.theipeople.com. 

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