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| Title... | Director Advanced Markets |
| Location... | Midwest |
| Salary... | Base + Bonus with Total Comp. in the $120,000 - $155,000 range |
ABOUT THE COMPANY…Our client is well established and has an A+ rating by A.M. Best. They are one of the top Insurance / Financial Services Organizations in the country and have excellent products with a great reputation.
ABOUT THE POSITION…Provides a strategic leadership role for the Advanced Markets area within the Market Development Department. The Director of Advanced Markets will direct, manage and participate with a staff of Advanced Marketing professionals who provide sales support, consultation, case design, analysis and implementation for the primary advanced life insurance marketing areas: estate, business, retirement, tax and charitable planning. The activities of the Advanced Markets department are directed to all members of the Company field force, and the department is responsible for providing field support to properly market the company’s life insurance products. Responsible for the overall management of Advanced
Markets activities, including:
WHAT’S NEEDED FROM YOU…This position requires a JD plus around 10 years minimum of experience in advanced markets, with proven management experience. Also preferred: CPA, MBA, CLU, ChFC, CFP, Series 6 (or 7) and/or 63.
Additional Requirements:
WHAT’S IN IT FOR YOU…Opportunity to work with well known, financially stable and growing A+ rated company. The Director position includes an excellent Base Salary, Bonus, Full Benefits, etc. with total compensation in the $120,000 - $155,000 range (depending upon experience and performance). Position is located in the Midwest with Relocation package available.
Our Client is an Equal Opportunity Employer
To submit your resume and for more information, please contact:
Jared
Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Managing Director, Private Clients Location... New York, NY Salary... $185,000 - $300,000 range depending upon qualifications ABOUT THE COMPANY…Our client has built a strong reputation for managing long-term financial security management strategies for individuals through their Private Client Practice; for highly compensated corporate executives through the Selective Executive Benefits Group; and for large employee groups through the Company Sponsored Benefits Team. The foundation all of the business segments share is the commitment to providing their clients with the highest quality plan design and service in all areas. They are a leading member of one of the nation’s preeminent insurance buying consortiums. Their principals are highly regarded in the industry, twice occupying the Presidential position with AALU..
ABOUT THE POSITION…This is a new and key position in the firm, reporting directly to the Managing Partner. It requires the individual to lead, mange, and coordinate three departments that are responsible for the delivery of their core product and service to their private high net worth clients. The departments include a case design team, an underwriting team, and a client service team. Each department is already staffed, may already have a leader in place or ready to fill that role, and is currently being managed directly by a partner or sales associate. The introduction of this position is designed to relieve this management responsibility from these partners and sales associates, and transition it to the person who fills this role. In general, the individual will be responsible for the delivery of high quality, consistent services from each of these departments to the clients of the firm either directly or through the firm’s sales people.
Essential Functions/Major Duties:
- Supervise, mentor, and develop a staff of seven Case Designers, four Underwriters, and two Client Service Associates.
- Structure each department to produce high workflow efficiencies (including managing through existing team leaders or developing team leaders and greater organizational structure where needed)
- Enhance training programs to enhance staff’s knowledge of products and services
- Select external training courses to complement internal training
- Initiate team building and coordination of teamwork
This will be a major area upon which the performance of this role will be measured.
- Heavy work review in each department
- The goal, again, is high quality, consistent work product
- In design, this will include:
- Review of analytics (strong math skills required)
- Review of presentation materials (strong communication skills required – both written and graphic)
- Management to ensure the use of existing templates and analytical tools to enhance quality and efficiency
In Underwriting, this will include:
- Review of applications and other submissions to carriers (including written summaries of plan design and case facts)
- Review of strategy with underwriters as they endeavor to achieve the best possible results
- Review of issued policies and their accompanying delivery package
In Client Service, this will include:
- Review of both routine and one-off client service communications
- Review of inforce policy and plan-related reports prior to delivery
The quality of these reviews will be a major area upon which the performance of this role will be measured.
Work closely with the Principals and key staff to understand an enhanced vision they have for the private client administration platform. In the past two years, the private clients segment has enjoyed significant growth and finds itself doing fewer transactions that are larger and offer them the opportunity to more deeply engage their clients and the client’s advisors through an innovate and what will be a unique set of administration tools designed to support the planning they help clients implement. They have developed a fairly specific list of the results they would like to see this administration platform achieve, but now need to work with the person who fills this role to accomplish the following:
- Enhance the vision where appropriate.
- Determine feasibility
- Develop a plan for implementation, including people, management, timeline, and technology
- Oversee implementation and stabilization
- Ensure ongoing management of high quality and consistency service delivery
- Balance all of the above against the other responsibilities listed herein
The completion and quality of this implementation will be a major area upon which the performance of this role will be measured.
- Develop, implement, and manage an enhanced vision of their Workflow Stabilization Process for both intra- and inter-department relations.
- Review current workflow system established and enhance as necessary
- Systematize functions to ensure redundancy that produces consistent, high quality work
- Establish communication processes to ensure all new updates are being followed by staff on a consistent basis
- Develop ways to share knowledge of key case facts between departments
- Develop communications that help departments better coordinate the needs of their clients and sales people and “reduce surprises” and “emergency responses” where possible
- Update and improve technological efficiencies, principally using their Outlook and CRM data-base systems
- This includes potentially implementing a new vision for how to organize the Underwriting and Client Service departments to achieve more seamless workflow.
- Overseeing the development and management of a database that streamlines the underwriting implementation and client service process.
The quality of each department’s internal and external workflow efficiency will be a major area upon which the performance of this role will be measured.
WHAT’S REQUIRED FROM YOU…Must have minimum of around 10 years management experience with a strong understanding of life insurance terminology and the advanced underwriting principals, including design, underwriting, and administration.
- Demonstrated management and leadership experience/skills
- Success in developing and managing teams
- Demonstrated experience in operation management
- Exceptional skill set in organizing, systematizing, and establishing workflow processes
- Critically reviewing work of staff
- Experience working in an entrepreneurial sales environment
- Superior interpersonal and communication skills
- Proficient in Microsoft Office
- Ability to work in a fast-paced environment along a steep learning curve
- Ability to organize, prioritize, and mange multiple tasks and requests
- Ability to work under pressure and meet deadlines
- Highly detail oriented
- Ability to exercise good judgment
Success and growth will initially require occasional-to-regular work in evenings and weekends. (Our client believes in a healthy balance between work and non-work life and their generous vacation policy with great flexibility reflects this. However, this particular role will require a deep commitment to master over the first twelve to eighteen months.)
Success requires a strong fundamental skill set in the above areas on day one. This position provides a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment.
WHAT’S IN IT FOR YOU…You will be working with producers in the top 1% of the life insurance markets. As a part of one of America’s most prestigious financial planning organizations, you would be recognized as working with the “best of the best”. Performers at this level are recognized with increased responsibility and income. The compensation for the Managing Director is in the range of $185,000 - $300,000 (depending upon qualifications) plus full Benefits, Vacation, etc. The position is located in the New York City area.
Our Client is an Equal Opportunity Employer
To submit your resume and for more information, please contact:
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Director Advanced Markets Location... Midwest Salary... Base Salary in the range of $80,000 - $90,000 plus 8% - 20% Bonus ABOUT THE COMPANY…Our client is a well respected Midwestern based life insurance company that is part of a financial group with Assets of $38 billion. They have a long heritage of growth and financial stability, have been in business more than 100 years and have an A+ rating from A.M. Best.
ABOUT THE POSITION…Advanced Sales and Product Support --- provides training for advanced sales, qualified retirement plans and their life & annuity products. Provides advanced sales consultation, case design assistance, competitive information to the field. Promotes and demonstrates how to use products creatively in both non qualified sales situations and qualified retirement plans.
Specific Responsibilities:
1. Provide general advanced sales consultation and creative case designs to field associates.
2. Assist all field associates, as requested, to present innovative sales concepts using the Company product portfolio.
a. Work with marketing communications to keep sales materials current.
b. Provide producer illustration support to all distribution systems.
c. Present seminars to field associates and be available for occasional joint calls in the field.3. Develop and provide field training in support of Company products and services including qualified retirement plans.
4. Provide a central resource for field and home office associates on competitor financials, products, and sales practices. Maintain up to date competition information.
WHAT IS REQUIRED FROM YOU…Must have 7-10 years minimum of related experience in Advanced Markets. It is important to have knowledge of the life insurance industry, individual income and estate taxes, business insurance and product knowledge of life insurance and annuities. Also, an in depth working knowledge of qualified retirement plans is essential for seminar presentations regarding qualified retirement plans. A Bachelors degree, CLU and ChFC are also required.
WHAT’S IN IT FOR YOU…100 year old, top-rated life insurance company with excellent products. The Director of Advanced Sales will have a Base in the $80,000 - $90,000 range plus Bonus of 8-20%, excellent Benefit Package, Vacation, etc. Relocation package also available.
Our Client is an Equal Opportunity Employer
To submit your resume and for more information, please contact:
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Life Insurance Field Underwriter Location... New York, NY Salary... Base up to $75k range Plus Bonus ABOUT OUR CLIENT… Our client has built a strong reputation for managing long-term financial security management strategies for individuals through their Private Client Practice; for highly compensated corporate executives through the Selective Executive Benefits Group; and for large employee groups through the Company Sponsored Benefits Team. The foundation all of the business segments share is the commitment to providing their clients with the highest quality plan design and service in all areas. They are a leading member of one of the nation’s preeminent insurance buying consortiums. Their principals are highly regarded in the industry, twice occupying the Presidential position with AALU.
ABOUT THE POSITION...The position will be responsible for coordinating all elements of the underwriting process. This includes developing and managing the underwriting process to provide efficient, proactive service to clients, negotiating maximum carrier concessions without compromising relations, strong understanding of plan designs, carrier products, enrollment and submission process, administration, and underwriting process.
Other Essential Functions:
- Case set up – client file entry into firm database
- General underwriting case management
- Schedule insurance medical exams
- Ordering of APS’
- Provide status updates to client
- Shop with appropriate carrier to obtain best offer
- Create the Risk Classification Auction
- Negotiate with carrier underwriters for best risk classification
- Advise client on best product for purchase
- Assist the client with carrier selection
- Provide weekly status reports to the marketer/salesperson
- Complete carrier life insurance applications
- Follow up on case status with carrier
- Check policy and prepare Policy Delivery Package
- Submit all delivery requirements to carrier to place coverage in-force
- Consistently and effectively update client information in the firm database
- Breakdown underwriting files for Client Service, Design & Finance
- Develop basic knowledge of carrier products and life illustration systems
- Assist in creation of administrative notebooks
- Distribution and filing of carrier products and underwriting updates
What is required from you?
Strong knowledge of life insurance terminology and 3-5 years experience in the life insurance industry. Knowledge of broker dealer and licensing preferred. Additional requirements include:
- Strong understanding of risk classifications
- General medical knowledge (ability to read Attending Physician Statements)
- Strong interpersonal and communication skills
- Strong marketing and negotiating skills
- Proficient in Word and Excel
- Ability to work in a fast paced environment along a steep learning curve
- Ability to organize, prioritize and mange multiple tasks and requests
- Ability to work under pressure and meet deadlines
- Highly detail oriented and good judgment
What’s in it for you?
You will be working with producers in the top 1% of the life insurance markets. As a part of one of America’s most prestigious financial planning organizations, you would be recognized as working with the “best of the best”. Performers at this level are recognized with increased responsibility and income. Our client offers a starting salary of up to $75k for qualified individuals, with a Profit/Revenue sharing bonus at year-end based upon tenure and performance. The Bonus is typically between 4-30%.
Our Client is an Equal Opportunity Employer
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Group Life Underwriter Location... Central Indiana Salary... Up to $55,000 range based upon Experience, plus Full Benefits, etc. ABOUT OUR CLIENT… They are a 100 year old financially strong life insurance company with an A+ Rating. Their group life division is looking to add a Group Underwriter. Their products consist of Basic Life, Voluntary Life, Short Term Disability, Long Term Disability, Accidental Death and Disability, and some small group products. Their target markets are 50-500 with an average case size in the 350-400 range. We are looking for an experienced Group Life Underwriter.
WHAT YOU NEED TO CONTINUE READING...You must have experience underwriting Basic/Voluntary Group Life Insurance and other ancillary group products such as STD, LTD, and AD&D. The emphasis will be on group life.
What is required from you?
Strong knowledge of life insurance terminology and 3-5 years experience in the life insurance industry. Knowledge of broker dealer and licensing preferred. Additional requirements include:
- Strong understanding of risk classifications
- General medical knowledge (ability to read Attending Physician Statements)
- Strong interpersonal and communication skills
- Strong marketing and negotiating skills
- Proficient in Word and Excel
- Ability to work in a fast paced environment along a steep learning curve
- Ability to organize, prioritize and mange multiple tasks and requests
- Ability to work under pressure and meet deadlines
- Highly detail oriented and good judgment
WHAT'S IN IT FOR THE PERSON HIRED...?
100 year old company that has an excellent niche with competitive products in the basic/voluntary group ancillary market. The company has many value added services including an online administration system for the participants. Our client offers a Base Salary in the $45,000 - $55,000 range plus a competitive employer sponsored benefit package. Relocation package is availableWe have a high sense of urgency to hire individuals who can perform, provide you with a very good working environment, and help you to excel in the Group Underwriting field. Send your resume today if you have group life underwriting experience
Our Client is an Equal Opportunity Employer
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Commercial Property & Casualty Producer Location... We have positions all over the USA with various organizations Salary... First year guarantees and base salaries from $75,000 to $250,000 Our client is a top 5 Commercial insurance broker with 150 plus offices nationwide. They offer a complete line of all commercial converges, self insurance, risk management, and loss control. In addition to this division, you will be able to generate revenue for yourself by referring your clients to their life & health division within your office.
We are looking for an individual who can come from a number of backgrounds and experience. If you are currently at a smaller agency or direct writer and desire to move up to the next level with more resources, better markets, and sophisticated support, this may be the opportunity you desire. You will also have the opportunity to refer your P&C clients to their L&H division and receive a split referral fee.
We have had success hiring commercial underwriters or claims professionals with a sales personality. We have opportunities in most cities nationwide. If you have technical insurance knowledge and a desire to excel in sales, please send your resume.
REQUIREMENTS
We are looking for individuals with any of the following experience:
- Commercial insurance sales.
- Commercial insurance underwriting experience.
- Commercial insurance claims
- Commercial insurance loss prevention experience.
- A strong desire to cold call in a technical sales environment and earn a large income.
Our Client is an Equal Opportunity Employer
To submit your resume and for more information, please contact:
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Senior Case Design Specialist Location... Denver, CO Salary... $85,000 - $100,000 range ABOUT THE COMPANY…They are one of the largest independent firms in the United States dedicated to comprehensive wealth transfer planning through creative use of life insurance. They excel at developing estate and business continuity plans for high net worth individuals and their families, closely held family businesses, and family offices that meet their clients' current and future objectives in a cost effective manner. They also specialize in developing innovative solutions for key family office executives and major shareholders of public companies.
Some of the advanced wealth transfer and business continuity planning techniques they employ include financial leverage of assets in new and existing trusts, S Corps and other pass-through entities, split dollar life insurance, buy-sell planning, family limited partnerships, generation-skipping trusts, valuation discounts, GRITS, GRATS and GRUTS, charitable planning, and key person insurance.ABOUT THE POSITION…Develop, manage, design and implement wealth preservation, wealth transfer, estate planning and business continuity plans for new and existing clients to achieve the Company’s revenue goals. Foster excellent client and advisor relationships.
Goals and Objectives:
1. Case strategy. Working with the producer, assist in the development of an effective and efficient case strategy. Prepare a letter of engagement and determine resource needs for designing and implementing each client case.
2. Data collection and analysis. Participate in meetings with clients, advisors and producers to gather financial information and determine the most cost efficient and tax effective method to accomplish the client’s goals. Analyze client data, examine existing policies, and collect additional financial information as required. Facilitate creation and/or review of trusts, buy-sell agreements and any other required legal documents.
3. Case design. Develop and model appropriate and accurate case design, including current and proposed estate, wealth preservation and/or business continuity strategies. Evaluate the appropriateness and application of life insurance within the design. Conduct product studies to select best product for client with most beneficial compensation for the producer.
4. Project management. Develop a time line and coordinate an action plan to ensure that the project moves forward as quickly as possible. Manage the case as appropriate, with or without the producer’s daily involvement, to keep it moving toward closure.
5. Client analyses and presentations. Create, prepare and present accurate analyses and appropriate presentations to producer, client and advisors.
6. Financial justification. Financially justify case for insurance carriers and coordinate negotiation and implementation of life insurance through Company underwriting.
7. Commission schedules and as-purchased booklets. Prepare accurate commission schedule and as-purchased booklets and memorandums promptly upon completion of the case.
8. Client service. Introduce the client and seamlessly transition the case to client service to ensure continuous excellent service to client. Support client service in responding to future client requests and opportunities.
9. Client files. Develop, manage and maintain accurate and complete client files. Document all client/advisor meetings and decisions.
10. Weekly Action Review. Communicate case developments and needed actions to keep case progressing by continuously updating the Weekly Action Report and attending Weekly Action Review.
11. Continuing education. Actively pursue continuing education on current and innovative estate planning and wealth transfer techniques and life insurance products.
12. Positive attitude and teamwork. Project positive attitude, professional demeanor, and cultivate and support teamwork. Project a positive and professional attitude to both external contacts and company employees. Be perceived as "approachable" by others, and take initiative to improve the overall attitude and/or reduce any perceived stress with the company when possible. Provide assistance to departmental staff and other company employees without hesitation or prompting.
13. Special projects as directed.WHAT’S REQUIRED FROM YOU…Must have similar Advanced Planning experience and be very knowledgeable with life insurance, estate planning and tax. Must have Finance or Accounting degree with an Advanced degree preferred. Additional requirements include:
- Strong financial modeling skills.
- Effective and compelling with high net worth clients and high level advisors.
- Excellent communicator, able to present concepts clearly and concisely
- Good project management skills
- Calm, focused and results driven
- Proactive, self-motivated and able to work independently
- Bright and independent thinker with good business judgment
- Flexible, able to manage priorities and change direction as needed
- Strong team player
WHAT’S IN IT FOR YOU…You will be working with producers in the very top of the life insurance markets. As a part of one of America’s most prestigious financial planning organizations, you would be recognized as working with the “best of the best”. The position has a Base Salary in the $85,000 - $100,000 range plus Full Benefits, 401(k), Vacation, etc. Position is located in the Denver, CO area. Relocation assistant is also available.
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
To submit your resume and for more information, please contact:
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
Title... Account Manager Location... Denver, CO Salary... Base Salary in the $60,000 - $65,000 range ABOUT THE COMPANY…They are one of the largest independent firms in the United States dedicated to comprehensive wealth transfer planning through creative use of life insurance. They excel at developing estate and business continuity plans for high net worth individuals and their families, closely held family businesses, and family offices that meet their clients' current and future objectives in a cost effective manner. They also specialize in developing innovative solutions for key family office executives and major shareholders of public companies.
Some of the advanced wealth transfer and business continuity planning techniques they employ include financial leverage of assets in new and existing trusts, S Corps and other pass-through entities, split dollar life insurance, buy-sell planning, family limited partnerships, generation-skipping trusts, valuation discounts, GRITS, GRATS and GRUTS, charitable planning, and key person insurance.
ABOUT THE POSITION…Provide proactive, timely, and superior post-issue service to Company’s existing clients to achieve revenue goals through renewal, new, and referral commissions. Maintain highest client and advisor satisfaction, and nurture insurance carrier relationships.
Goals and Objectives:
1. Provide exceptional client service. Gain in-depth knowledge of the assigned clients’ family and business situations and the purpose for their insurance plans. Based on this knowledge, provide proactive as well as expected periodic policy and plan analysis for client and advisor review including enhancement opportunities where they exist and when they are appropriate. Prepare and deliver information and materials that are consistent with commitments made during the sales process.
2. Serve as client liaison. Build excellent relationships with existing clients and/or their advisors. Ensure client and advisors view you as “point person” for any and all future issues and needs. Respond promptly, accurately, and creatively to requests from clients and/or their advisors
3. Identify and develop revenue opportunities. Identify and evaluate existing clients, policies, and plans for Company revenue opportunities. Work with Producers, COO, and other staff members to implement recommendations when appropriate.
4. Build and maintain carrier relationships. Build and nurture strong and favorable working relationships with insurance carriers to ensure best service on behalf of Company clients. Analyze information provided by the insurance carriers for accuracy and ensure timely correction with least possible inconvenience to the client.
5. Assist in mentoring and development of Account Executives. Assist the Vice President in mentoring, developing and nurturing Account Executives.
6. Positive attitude and teamwork. Project positive attitude, professional demeanor, and cultivate and support teamwork. Project a positive and professional attitude to both external contacts and company employees. Be perceived as "approachable" by others, and take initiative to improve the overall attitude and/or reduce any perceived stress with the company when possible. Provide assistance to departmental staff and other company employees without hesitation or prompting.
7. Special projects as directed.WHAT’S REQUIRED FROM YOU…Must have similar Advanced Planning experience and be knowledgeable with life insurance, estate planning and tax. Additional requirements include:
- Possess significant industry knowledge
- Excellent financial skills and attention to detail.
- Able to develop and nurture internal and external relationships.
- Good communicator.
- Calm under pressure
- Proactive.
- Bright and independent thinker.
- Team player.
- Able to prioritize.
- Flexible, able to change directions.
- Able to multitask.
WHAT’S IN IT FOR YOU…You will be working with producers in the very top of the life insurance markets. As a part of one of America’s most prestigious financial planning organizations, you would be recognized as working with the “best of the best”. The position has a Base Salary in the $60,000 - $65,000 range plus Full Benefits. The position is located in the Denver, CO area and Relocation Assistance is available.OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
To submit your resume and for more information, please contact:
Jared Hudson
Hudson Associates, LLC
Dedicated and Professional Search Since 1989
Telephone 765-649-1133
email: jhudson@hudsonassociates.net
ONE OF OUR CURRENT SEARCHES MAY BE YOUR NEXT DREAM JOB! WHY NOT CONTACT US?
Phone: (765) 649-1133
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Life
Insurance Companies, Advanced Sales Attorney, Various locations across
the USA.
