Completed Placements1

BACKGROUND

Our client, with over 100 years of history, is today one of New England’s largest privately owned, independent insurance agencies. With over 130 employees and growing, our client is highly respected both in the insurance industry and their community where they are active participants. Our client’s dedication to the insurance needs of their clients and the structuring of their operation to provide effective service has contributed to their long-lasting client relationships and continues to assure them of growth and success. Their team concept in managing accounts provides their clients with the highest level of service. Our client serves a wide variety of accounts, ranging from neighborhood businesses to diversified multinational corporations, banks, real estate, retailing organizations, educational institutions, and non-profits.

Our client is looking for an experienced workplace Wellness Coordinator to join their expanding Employee Benefits Division.

In addition to a competitive salary and a professional work environment, the successful candidate will receive a generous benefits package, including, medical and dental insurance, 401K, ESOP participation, and vacation.

Our client’s headquarters is located a short 30-minute drive from Boston, Massachusetts. You will find a family-oriented environment waiting for you. With good schools, plenty of restaurants, and a short drive to one of America’s most attractive cities, the location is perfect for anyone who enjoys the benefits of big city living without having to live in a big city environment.

PRIMARY ROLE

Manage and deliver a broad range of wellness programs to agency clients. Develop and implement components of programs including classes, seminars, and activities with a focus on health, wellness, and fitness.

QUALIFICATIONS:

• Registered Nurse, Nurse Practitioner, or experienced Wellness Coordinator.

• Experience in a large company or organization.

• Strong communication skills (written and oral).

• Able to empathize, listen and provide insightful and thoughtful recommendations to clients.

• Presentation skills, project management, and organizational skills, and ability to multi-task.

ADDITIONAL QUALIFICATIONS WHICH ARE A PLUS:

• An advanced degree in Exercise Physiology/Kinesiology, Health Education, Nutrition, or a related field.

• Current certification in one of the following: American College of Sports Medicine (ACSM), or American Council of Exercise (ACE).

• A Bachelor’s Degree in a related field.

• A minimum of five years of work experience in health promotion program management is required.

DUTIES:

• Develop the Wellness Operating Plan customized to the agency’s clients’ requirements.

• Coordinate all program activities within the wellness calendar.

• Manage the delivery of off-site programming.

• Create and maintain programs based on the specific and unique requirements of the client base.

• Collect and analyze performance on the various programs and report results to clients.

• Coordinate all wellness-related communications (including e-mail, fliers, web, etc.)

• Develop and manage client relationships.

• Participate in any Benefits/Health Fairs.

• Participate in the Wellness committee and provide guidance for future Wellness programs to the Employee Benefit’s Senior Vice President.

• Interact with health carriers to best utilize the resources available to agency clients.

Our client offers an excellent work environment and a full range of benefits.

For Immediate Consideration:

Please reply in confidence to info@theipeople.com and reference Job Code: Ted #9.

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.

BACKGROUND

Our client is a privately held, independent insurance agency located in the Washington, DC area focusing on the Middle Market. With a history that spans over 40 years, they have grown to become one of the largest and most sophisticated insurance agencies in the mid-Atlantic area. Our client’s culture of professionalism, integrity, and innovation is what set them apart.

Our client offers employee benefits, property and casualty insurance, and retirement products to businesses in the United States, concentrating in the Mid-Atlantic region. Their wide range of insurance products allows them to provide the premier client experience and a single-source solution. Our client’s goal is to achieve long-term relationships focused on bringing value to their clients’ insurance, risk management, employee benefit, and retirement plans. Our client takes the time to design customized programs that meet the needs of each one of their unique customers. In this rapidly changing world, our client offers creative solutions that will protect their clients locally, nationally, and internationally.

Our client is located in Montgomery County, MD – a county that’s a great place to live, work, raise a family, and grow a business. Montgomery County has a first-class public school system and Montgomery College – one of the best community colleges in America. You’ll also enjoy their many and varied parks and recreational programs, including their libraries, consistently rated among America’s top ten. The county boasts numerous shops, restaurants, and activities as well as providing close proximity to Washington, D.C.

Our client is located in one of the newest office centers in Montgomery County. With their A-class office space, professional yet personable work environment, our client is offering a terrific opportunity to the appropriate insurance professional.

PRIMARY ROLE:

Sell new businesses to ensure continued profitable growth in the middle-market sector. Prospect for new clients, sell additional coverages to existing clients and retain existing accounts.

PERFORMANCE STANDARD:

Meet personal objectives for the production of new business. Work with service staff to provide excellent service, retention, and retain risks. The successful candidate will have the support of an Account Executive, Business Development Manager, and telemarketing support to insure your exceptional success.

QUALIFICATIONS:

• At least three to five years of senior-level Commercial Lines sales experience.

• Experience in “large property risk” or “social services (non-profits)/government is strongly preferred.

• Strong knowledge of the P&C middle-market segment.

• Proven ability to generate new business.

• Must be impartial, fair, and consistent in your decision-making capabilities.

• 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.

• CPCU/CIC or other insurance designation is preferred.

• Be dynamic, driven, and have exceptional sales skills.

DUTIES:

• Maintain a prospect list of clients for the agency's targeted business.

• Contact prospects, schedule appointments, make sales presentations, and “close the deal.”

• Accurately and thoroughly complete survey and application forms and follow up to obtain missing information.

• Arrange payment terms for all accounts in accordance with agency credit and collections policy.

• Cooperate in gathering information on renewals. Deliver renewals and/or binders following agency guidelines.

• Balance production to achieve the desired mix of business. Promote products of carriers that the firm has identified as important.

• Keep abreast of trends and techniques, and use agency selling aids to maintain a competitive status for the agency within the industry.

• Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace.

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

For immediate consideration: Please reply in confidence to info@theipeople.com and reference Job Code MD013.

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. Please visit http://www.theipeople.com.

BACKGROUND

Our client is looking for an experienced compliance expert to join their expanding Employee Benefits Division.

PRIMARY ROLE

• Effectively manage the compliance function of the Employee Benefits Division.

• Establish effective working relationships with clients and carriers.

• Provide consistent leadership and expertise to an organization filled with experienced, professional employees.

• Maintain current compliance knowledge and communicate it effectively to clients and agency employees.

QUALIFICATIONS:

• Currently working as a Compliance Manager for a medium to large organization.

• Five-to-ten years’ experience in a “hands-on” compliance role.

• Knowledge should be applicable to Human Resources.

• Working knowledge of The Employee Retirement Income Security Act of 1974 (ERISA), including the Consolidated Omnibus Budget Reconciliation Act (COBRA), and the Health Insurance Portability and Accountability Act (HIPAA).

• Leadership ability.

• Team player and effective communicator.

• Ability to explain complex issues to clients in a down-to-earth fashion.

• Able to empathize, listen and provide insightful and thoughtful recommendations to clients.

• Ability to handle stress while also meeting expectations.

• College degree with applicable designation(s).

DUTIES:

The successful candidate will:

• Design and maintain Compliance Handbook for clients.

• Meet with clients and prospects to review services and areas of expertise.

• Spearhead communication of employer responsibilities resulting from Healthcare Reform both nationally and statewide.

• Facilitate the preparation of annual 5500 filings for clients.

• Be able to communicate effectively with clients to ensure they are in compliance with all benefits-related mandates and laws.

• Identify areas of non-compliance and recommend an appropriate course of action.

• Work with other members of the Benefits Department to assure department goals are met.

• Assist the Benefits Department in identifying and searching for new sources of revenue, including new programs, and other sources.

• Must be able to fit into a company that promotes teamwork, fair play, and success for both the organization and their clients in all aspects of their culture.

Our client offers an excellent work environment and a full range of benefits.

For Immediate Consideration:

Please reply in confidence to info@theipeople.com and reference Job Code #Fenway01.