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 Insurance & Banking

INSURANCE POSITIONS
  • Vice President/Senior Vice President - Commercial Line Producer, Dallas - Description
  • Vice President Employee Benefits Producer, CT/PA/NY - Description
  • Vice President Commercial Lines Producer, Long Island - Description
  • Vice President Commercial Lines Producer, Hartford - Description
  • Assistant Vice President, Professional Lines Insurance Broker (Wholesaler) - Description
  • Vice President, Wealth Management Relationship Manager - Description
  • Vice President, Regional Sales Manager, Commercial Lines - Description
  • Assistant Vice President, Alternative Risk Transfer (ART) Team Leader - Description
  • Employee Benefits Producer - Description
  • Vice President, Benefits Manager - Description
  • Managing Director - Description
  • Vice President, Commercial Lines Produces - Description
  • Officer Level Position, Commercial Lines Producer, Property & Casualty - Description
  • Vice President, Employee Benefits Producer - Description
BANKING POSITIONS

INSURANCE POSITIONS

People®, LLC is looking for qualified candidates with Insurance experience to fill the following positions. If you, or someone you know, meets the required qualifications and are interested, please contact People®, LLC by email at info@theipeople.com.
 
 

POSITION DESCRIPTION

Title: Vice President - Commercial Lines Producer
Department: Commercial Lines
Reports to: Senior Vice President – Property & Casualty
Compensation: $75,000 - $125,000 with Bonus Incentives, 401K, Health Benefits and Vacation
Location: Smithtown, NY
Relocation Package: No
Telecommuting: Negotiable

Background:

Based in Connecticut, our client has a long and successful history spanning over 150 years and is one of the largest and most sophisticated insurance agencies in the Northeast. Our client’s culture of professionalism, integrity, and innovation is well known.

Our client offers employee benefits and property and casualty insurance products, (both Commercial Lines and Personal Lines), to a wide variety of clients and businesses throughout New England. Their wide range of insurance products allows our client to provide the premier client experience and a single source solution. Our client’s goal over the last 150 plus years is to achieve long-term relationships focused on bringing value to their clients’ insurance requirements and needs.

This opportunity, based in Smithtown, NY, will allow the successful candidate the opportunity to enjoy all that New York City has to offer. From sporting events to theatre to world class restaurants, it’s all just a short drive away. Smithtown is known for its relaxed but upscale quality of life. From its coffee shops to state parks, Smithtown has it all.

Our client’s Smithtown office requires an additional Commercial Lines Producer to help with their continuing growth. With their professional yet personable work environment, our client is offering a terrific opportunity to the appropriate insurance professional.

Position Requirements:
  • College degree or equivalent work experience required.
  • 5+ year’s relevant experience.
  • Connecticut Property Casualty Agent’s license required.
  • Solicit new clients by developing relationships and influencing retail agents to place risks and/or develop quotes in the surplus lines markets.
  • Must be managing a book of business of at least $300,000.00 in revenue.

Primary Responsibility:

The primary responsibility of this position is to develop new business and sell new accounts. In addition, this position is responsible for renewing, servicing and developing existing commercial accounts adhering to internal policies and procedures. Additional responsibilities include:
  • Develops prospects and sale of new commercial property, casualty, bond and professional liability insurance policies and risk management programs.
  • Maintains and documents prospect contacts to gain information on expirations, insurance needs and receptiveness to proposals.
  • Prepares accurate applications for all coverages on new business.
  • Develops and delivers presentations to underwriters under the guidance of marketing, sales or service management.
  • Secures orders for new business and conducts the initial service assignment, which includes the delivery of policies, collection of premiums and explanation of agency services.
  • Secures orders for new business and conducts the initial service assignment, which includes the delivery of policies, collection of premiums and explanation of agency services.
  • Continually monitors the status of accounts receivables on assigned accounts and takes appropriate action necessary to collect premiums due and keep accounts current.
  • Develops and maintains strong working relationships with clients and agencies. Acts as a resource to junior staff members.
Job Specific Competencies:
  • Excellent written, verbal and presentation skills are needed to convey complex information in a clear and concise manner.
  • Specialized knowledge of commercial insurance products. Demonstrated ability to meet sales goals.
  • Excellent PC skills, including word processing, spreadsheets, presentation, internal and industry standard software.
  • Excellent ability to evaluate, analyze and quantify the financial impact of the issues involved.
  • Excellent ability to foster and cultivate strong working relationships with external contacts.
  • Innovation and flexibility are essential to meet the demands of an ever-changing market.
  • Ability to keep informed of trends and developments. Excellent ability to share knowledge and skills with junior staff members.
  • CPCU/CIC or other insurance designation is preferred.
  • Be dynamic, driven and have exceptional sales skills.
For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code #001.

Based in Washington, DC, People 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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POSITION DESCRIPTION

Title: Vice President - Commercial Lines Producer
Department: Commercial Lines
Reports to: Senior Vice President – Property & Casualty
Compensation: $75,000 - $125,000 with Bonus Incentives, 401K, Health Benefits and Vacation
Location: Hartford, CT
Relocation Package: No
Telecommuting: Negotiable

Background:

Based in Connecticut, our client has a long and successful history spanning over 150 years and is one of the largest and most sophisticated insurance agencies in the Northeast. Our client’s culture of professionalism, integrity, and innovation is well known.

Our client offers employee benefits and property and casualty insurance products, (both Commercial Lines and Personal Lines), to a wide variety of clients and businesses throughout New England. Their wide range of insurance products allows our client to provide the premier client experience and a single source solution. Our client’s goal over the last 150 plus years is to achieve long-term relationships focused on bringing value to their clients’ insurance requirements and needs.

This opportunity, based in Smithtown, NY, will allow the successful candidate the opportunity to enjoy all that New York City has to offer. From sporting events to theatre to world class restaurants, it’s all just a short drive away. Smithtown is known for its relaxed but upscale quality of life. From its coffee shops to state parks, Smithtown has it all.

Our client’s Smithtown office requires an additional Commercial Lines Producer to help with their continuing growth. With their professional yet personable work environment, our client is offering a terrific opportunity to the appropriate insurance professional.

Position Requirements:
  • College degree or equivalent work experience required.
  • 5+ year’s relevant experience.
  • Connecticut Property Casualty Agent’s license required.
  • Solicit new clients by developing relationships and influencing retail agents to place risks and/or develop quotes in the surplus lines markets.
  • Must be managing a book of business of at least $300,000.00 in revenue.

Primary Responsibility:

The primary responsibility of this position is to develop new business and sell new accounts. In addition, this position is responsible for renewing, servicing and developing existing commercial accounts adhering to internal policies and procedures. Additional responsibilities include:
  • Develops prospects and sale of new commercial property, casualty, bond and professional liability insurance policies and risk management programs.
  • Maintains and documents prospect contacts to gain information on expirations, insurance needs and receptiveness to proposals.
  • Prepares accurate applications for all coverages on new business.
  • Develops and delivers presentations to underwriters under the guidance of marketing, sales or service management.
  • Secures orders for new business and conducts the initial service assignment, which includes the delivery of policies, collection of premiums and explanation of agency services.
  • Secures orders for new business and conducts the initial service assignment, which includes the delivery of policies, collection of premiums and explanation of agency services.
  • Continually monitors the status of accounts receivables on assigned accounts and takes appropriate action necessary to collect premiums due and keep accounts current.
  • Develops and maintains strong working relationships with clients and agencies. Acts as a resource to junior staff members.
Job Specific Competencies:
  • Excellent written, verbal and presentation skills are needed to convey complex information in a clear and concise manner.
  • Specialized knowledge of commercial insurance products. Demonstrated ability to meet sales goals.
  • Excellent PC skills, including word processing, spreadsheets, presentation, internal and industry standard software.
  • Excellent ability to evaluate, analyze and quantify the financial impact of the issues involved.
  • Excellent ability to foster and cultivate strong working relationships with external contacts.
  • Innovation and flexibility are essential to meet the demands of an ever-changing market.
  • Ability to keep informed of trends and developments. Excellent ability to share knowledge and skills with junior staff members.
  • CPCU/CIC or other insurance designation is preferred.
  • Be dynamic, driven and have exceptional sales skills.
For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code #001.

Based in Washington, DC, People 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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POSITION DESCRIPTION

Title: Assistant Vice President, Professional Lines Insurance Broker (Wholesaler), Northeast Region
Base Salary: $80,000 to $100,000, plus quarterly commissions, annual bonus, profit sharing, 401K, benefits (health, dental & disability), vacation.
Reports to: Division President
Location: Hartford, CT, Boston, MA or Providence, R.I.
Relocation Package: Negotiable
Overnight Travel: Minimal - Regional
Telecommuting: Yes

Background:
Our client has built its reputation on a guiding vision to foster an empowering workplace, encouraging employee growth, advancement, and self-actualization. Our client is a sales driven, community focused organization, achieving the highest degree of professional standards and ideals. Our client is committed to acting in the best interest of their clients by providing insurance products and services that meet their needs and desires. Our client recognizes that trust, honesty, and integrity are essential to their business.

Our client is looking for an experienced, ethical, dynamic, high-energy “Professional Lines Insurance Broker” to help grow and develop their professional and management liability lines of business.

In addition to a competitive base salary and full benefits package, the successful candidate will be eligible for an attractive commission plan and choice of employment location: Hartford, Boston or Rhode Island.

Primary Role:
The successful candidate will be responsible for growing the professional and management liability lines of business with their brokerage clients, while maintaining a renewal book of business. Specifically, the successful candidate will develop new retail agent sources, develop client relationships, qualify risks and broker accounts, and develop the market toward increased professional liability revenue through new or existing retail agent clients.

Key Responsibilities:
  • Review submissions, market accounts, negotiate pricing and coverage terms with underwriters and help brokers/agents with sales.
  • Will be the primary contact for all professional lines business and will make agency visits to develop those relationships.
  • Develop relationships with markets that will accept excess and surplus lines risks and shares those relationships within the company.
  • Solicit new clients by developing relationships and influencing retail agents to place risks and/or develop quotes in the surplus lines markets.
  • Submit or decline professional liability risks, negotiates with underwriters, markets, and producers, communicates quotes to producers and negotiates quotes.
  • Issue of all documentation pertaining to the transaction.
  • Use strong technical writing skills to summarize account submissions to carrier partners for optimum turn-around times and quick identification of opportunities
  • Develop knowledge of carrier markets and their risk appetites

MINIMUM QUALIFICATIONS
  • The candidate should have minimum 5 years of experience in the professional lines/management liability field of insurance as either an underwriter or broker.
  • Four year College degree required.
  • Must have existing definable retail relationships within the territory/region where they currently work
  • Must have detailed transactional knowledge on where to place risks with E&S Carriers
  • Proven track record of success in sales capacity
  • Strong technical skill for policy analysis and comparison; working knowledge of policy forms and endorsements
  • Currently employed as a Professional Liability Wholesale Broker or Associate Broker preferred
  • Required to be licensed in states where risks are placed or required to obtain Insurance license within one hundred twenty (120) days of hire or placement in position.
  • Must be able to solve problems and deal with a variety of tasks in a fast paced environment.
  • Willingness and ability to travel to meet with customers and insurance carriers.
  • Good oral and written communication skills; strong interpersonal skills with the ability to work in a team environment.
  • Ability to work in a fast paced environment.
  • Strong customer service commitment.
  • Ability to work with limited supervision.
  • Proficient with Microsoft Excel and Word
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.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code #1879.

Based in Washington, DC, People 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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POSITION DESCRIPTION

Title: Vice President – Wealth Management Relationship Manager
Base Salary: $100,000 to $125,000 plus Bonus Opportunity, Benefits, Vacation
Reports to: Chief Investment Officer
Location: Hartford, Connecticut
Relocation Package: Negotiable
Travel: Yes. Overnight travel maybe required for training purposes.
Telecommuting: As required.

Background:
Our client was organized in the late 1800’s, and is a multi-state community-oriented nationally chartered bank providing financial services to individuals, families and businesses. Our client is positioned as one of the leading banks providing retail consumer and business customers with banking services including residential and commercial real estate loans, commercial business loans, consumer loans, wealth management products, as well as retail and commercial deposit products. Our client also provides a full service insurance agency and employee benefits consulting firm engaged in the sale of insurance products including commercial and personal insurance, surety bonds, life, disability and long-term care coverage, as well as other risk management advisory services.

Our client is seeking a highly motivated, sales driven wealth management relationship manager. The successful candidate will have the skills and experience outlined in this document; be collaborative in style and feel at ease dealing with high net-worth individuals. Previous experience in cross selling is a plus. Outstanding communication skills are required along with the ability to relate to people, whether a Board Member or a Client.

This opportunity is located in historic Hartford, Connecticut. Hartford is known today as the Insurance Capital of the World and houses several world-class institutions such as Trinity College. Other notable institutions include Capital Community College, the University of Connecticut School Of Business, the Hartford Seminary, the University of Connecticut School of Law (also in the West End) and Rensselaer at Hartford (a branch campus of Rensselaer Polytechnic Institute).

Primary Role:
The successful candidate will be responsible for the developing new relationships including cross selling of products and services of the Bank and insurance agency. The individual will also serve as the trusted financial adviser for assigned relationships. In addition, actively support the Bank’s client retention strategies in providing exemplary service to a diverse customer base. Manage investment portfolios for fiduciary and investment management clients. Establish and enrich client relationships utilizing varying communication methods. Ensure all security movement and trades for clients are processed as directed.

Primary Responsibilities:
  • Provide regular communication to clients in the form of meetings and reporting.
  • Manage investment portfolios of individuals, institutions, endowments and non- profit organizations.
  • Engage clients to keep them abreast of events impacting their portfolios.
  • Track the settlement of trades and resolve discrepancies when necessary.
  • Support the department’s business development goals by partnering with colleagues.
  • Develop and maintain strong working relationships with local centers of influence. 
  • Assume additional functional responsibility to support department mandates.
  • In conjunction with Trust Officer, Wealth Planner or other Relationship Managers, assume responsibility for the client experience by regularly (proactively) scheduling, preparing and presenting portfolio/client planning reviews; cultivating strong working relationships with clients and their advisors, including attorneys, accountants and co-trustees.
  • Conduct all aspects of the Regulation 9 investment review process in adherence with internal policies and procedures.

QUALIFICATIONS
  • Minimum of seven to ten years experience as a Relationship Manager.
  • CFP, CFA, CPA designation or other related designation is preferred.
  • Ability to analyze and understand market data and industry trends.
  • Ability to handle and prioritize multiple tasks in a fast paced environment.
  • Bachelor’s degree in Business, Finance or Accounting; Master’s degree preferred.
  • Ability to effectively manage multiple high priorities and deadlines.
  • Exceptional sales, interpersonal and negotiating skills.
  • Highly visible in the community through Board participating in CRA and non-profit organizations.
  • Must demonstrate high performance tendencies.
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.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code Hartford#001.

Based in Washington, DC, People 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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POSITION DESCRIPTION

Title: Vice President, Regional Sales Manager, Commercial Lines
Base Salary: $95,000 to $135,000 plus Bonus Opportunity, Benefits, Vacation
Reports to: Regional Director
Location: Buffalo, New York
Relocation: Yes
Travel: Minimal (Two Days per Month)

Background:
Our client is a successful agency that provides coverage for all lines of insurance and has a strong history of
building client loyalty by exceeding expectations. The Risk Management (Commercial Lines) division offers a
variety of specialty areas including Construction, Manufacturing. Non-Profits, and Municipalities. Producers in
this division can provide the innovative solutions and competitive rates today’s complex world requires. They
have also have the advantage of cross-selling the accounts of their financial institutions owner.

Our client is looking for a dynamic, high-energy insurance professional to oversee and grow its Risk Management
business. As the “Regional Sales Manager” you should have the ability to motivate, coach, and train your sales
staff to be the very best they can be. The perfect candidate will have experience in Commercial Lines sales, as
well as experience managing, motivating, and training sales people. You may currently be employed by an
agency or broker in the Northeast or Mid-Atlantic region.

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, located in friendly Buffalo, New York provides a big town experience without the high cost of living.
Known for its friendly citizens, Buffalo offers professional sports teams (Buffalo Bills and the Buffalo Sabers),
great restaurants, and one of the world’s most impressive collections of modern art. Buffalo has one of America’s
great neighborhoods that you can stroll through at your leisure. You can stand where Teddy Roosevelt took the
oath of office or go shopping in one of Buffalo’s swanky shopping areas…Buffalo has it all.

Primary Role:
Provide sales management to assigned sales personnel including mentoring, planning, coaching, monitoring and
evaluation in the assigned territory.

Job Summary
Accountable for the achievement of all sales goals and objectives for both individual sales personnel and overall
growth of the Risk Management insurance operation for an assigned producer list and/or assigned territory.
Accountable for the development and management of a highly functioning sales team that executes the sales
process to gain and retain profitable long term clients.

Primary Responsibilities and Duties:

Sales Management
  • Motivate the sales team to deliver a customer focused, value added sales strategy that differentiates our clientfrom other agents and brokers.
  • Develop and articulate the sales activities and behaviors necessary for successful sales results and hold producers accountable.
  • Achieve sales and retention quotas
  • Work with Producers to deliver consistent professional appearance and interaction with customers and prospects in the market place,
  • Identify, recruit, hire and develop top talent for perpetuation of sales force
  • Foster a highly focused training and development environment that is constantly improving the sales skills and technical skills of our sales staff
  • Monitor achievement of sales objective for individual producers as well as for the overall results of assigned region/producers
  • Help identify and pursue new business opportunities for themselves and the sales team.

General Management
  • Create a positive, collaborative, results oriented environment in the offices.
  • Work closely with the Regional Director(s) to drive results through outstanding sales execution.
  • Develop meaningful development and marketing plans for producers to promote continuous improvement and ensure growth and job satisfaction amongst the team.
  • Create clear expectations of a system based on meritocracy where by staff/individuals are rewarded and promoted based on their contribution to the organization.
  • Participate as a member of the management in assigned region(s) as well as the overall Sales Leadership Team.
Carrier Management
  • In conjunction with team, work closely with key carriers to ensure that the agency is receiving the best treatment in terms of service, quotes, commissions etc.
  • Play key role in annual planning process
  • Develop relationships with key managers at carriers so that those relationships can be tapped into to support the producers/staff when conflicts or issues arise.

QUALIFICATIONS
  • College education desirable or equivalent property and casualty experience including insurance designation programs such as CPCU and CIC.
  • Maintains property and casualty license and complies with all continuing education requirements.
  • Must maintain a valid driver’s license and have transportation available at all times. Willingness to travel.
  • Effective communication skills, organizational skills and leadership skills.
  • Knowledge of technical insurance needs, agency operations, automation systems.
  • Ability to work and thrive in a team environment.
  • Ability to identify and develop talent.
  • Ability to train, coach and mentor.
  • Ability to think and act strategically. To develop a territorial business plan and oversee the execution of that plan.
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 Bills#001.

Based in Washington, DC, People 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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Position Description

Title: Assistant Vice President, Alternative Risk Transfer (ART) Team Leader
Department: Commercial Lines
Compensation: $80,000 - $125,000, Bonus, Benefits and 401K.
Location: Hartford, CT Area
Reports to: Senior Vice President
Relocation Package: Negotiable
Travel: Partial

BACKGROUND

Our client is a well-established and prominent Hartford area independent broker focusing exclusively on middle market property/casualty programs and employee benefits.   They have made a strategic business decision to focus their new business efforts primarily on alternative risk transfer methods for property & casualty and employee benefits programs.  

Our client offers competitive compensation, exceptional benefits, a bonus based on meeting agreed objectives, continuing education & training, and potential with a growing organization.    Our client’s employees are unwavering in their client focus and integrity. Our client promotes professional development and encourages employees to take risks, foster innovation, champion for change, and replicate best practices.  It goes without saying our client is an equal opportunity employer committed to a diverse workforce.

Our client seeks clients that are employee-focused looking for safety, wellness and claim management assistance to reduce their workers’ comp and group medical premiums.

POSITION FUNCTION
Responsible for the day to day management of a portfolio of ART clients, the number of which will vary depending on the complexity and size of the clients’ programs.  Develop and implement the insurance and risk management solutions that meet the ART portfolio clients’ needs.

SPECIFIC RESPONSIBILITIES:
  • Act as the team leader coordinating internal resources and external vendors to implement the insurance placement, claim objectives and risk management strategies for our ART clients.
  • Develops an understanding of the clients’ business priorities and risk management needs.
  • Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed.
  • Utilizes knowledge of industry, markets & clients in assisting in preparing underwriting specifications.
  • Utilize quantitative analyses to help clients make informed risk retention and risk financing decisions.
  • Produces client proposals and presentations.
  • Provides quality day-to-day service on client deliverables.
  • Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues.
  • Tracks and close for monies due until received from clients.
  • Key liaison coordinating processes and activities supported by ResourcePro (outsourced clerical support) and Account Manager Assistant, e.g. Certificates of Insurance, Auto ID cards and, Surplus Lines filings, etc.

QUALIFICATIONS:

  • Bachelor’s degree or higher
  • Current CT Property & Casualty Producer License
  • Professional designation: CPCU, ACI, CRM, ARM a plus
  • Minimum 5 years’ experience with alternative risk transfer - group captive, single parent cell captive, self-insured, large deductible, and/or retrospectively rated programs
  • Must be able to apply account management concepts, practices, and procedures
  • Working knowledge of PC technologies and business computer applications specifically: Microsoft Word-advanced, Excel-advanced, Outlook, Powerpoint, AMS360 a plus
  • Excel in a demanding and fast-paced work environment; meet multiple deadlines consistently
  • Ability to communicate professionally with clients and develop strong client relationships
  • Demonstrates thoroughness, an attention to detail and concern for quality in performing all tasks
  • Enjoy working in a service team environment
  • Skills: client focus, financial management, communication, project management
GENERAL INFORMATION:
For immediate consideration:  Please reply in confidence to: info@theipeople.com and reference Job Code #ART001.

People®, LLC, is a retained executive search firm specializing in the insurance industry and Mergers & Acquisitions in the insurance and banking sector.  Based in Washington, DC, People 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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Position Description

Title: Employee Benefits Producer
Department: Employee Benefits
Compensation: $90,000 ‐ $150,000 (base plus new business first year), Benefits and 401K.
Location: Hartford, CT Area
Reports to: Agency President
Relocation Package: Negotiable
Travel: Yes

BACKGROUND

Our client is a well‐established and prominent Hartford area independent broker focusing primarily on middle
market employee benefit 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 are positioning themselves to
become a leader in the CT marketplace. If you have the same vision as our client, this could be the challenge
you’ve been looking for.

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 75% 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 experience. They are
looking for individuals with strong technical skills with past experience in self‐funded programs, CDHPs, and
preferably municipalities.

POSITION FUNCTION
The successful candidate will be responsible for the production of new Employee Benefits business as well as
retention of existing business.

REPRESENTATIVE RESPONSIBILITIES:
1. Service Existing Book of business:
  • Maintain and grow current relationships.
  • Assist in cross selling to PC side of house.
  • Work with Account Managers and Dept. Head to implement service calendar.
2. Production of New Business:
  • Hitting/Exceeding sales targets.
  • Prospecting in all its forms.
  • Building Centers of Influence.
3. Thought Leadership:
  • Internal and External.
  • Speaking and or writing articles/blog/newsletter.
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
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, People 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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Position Description

Title: Vice President, Benefits Manager
Base Salary: $200,000 - $250,000 plus Performance Bonus and Benefits (Possible Stock holder, Board Spot Based on Performance).
Location: Birmingham, Alabama
Reports to: Chief Executive Officer
Relocation Package: Yes
Travel: Yes. Twenty-Five Percent of Time. Corporate aircraft available.

BACKGROUND
Our client was originally founded in 1887 as the John G. Smith Company. Their name was changed in the 1920’s to reflect the principals in charge at the time. During the middle part of the last century the business grew in the area around Birmingham, AL as an insurance and mortgage brokerage firm. 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.

Today, our client is the 52nd largest privately held insurance brokerage firm in the US and is also ranked in the Top 100 of all insurance brokerage firms in the United States, employing approximately 130 employees and placing upwards of $200 Million annually in premiums. There are approximately 38 producers and 92 client service representatives within the organization.

Our client is looking for an experienced Benefits professional to direct and oversee 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 and vacation.

Our client, is located in beautiful Birmingham, Alabama, a city of classic southern charm and hospitality. This vibrant, beautiful city is nestled in the rolling foothills of the Appalachian Mountains and serves up nationally recognized diningshopping and entertainment, world-class attractionsevents and other things to see and do. With affordable airfare and accommodations, this centrally-located southeastern city is easy to get to. Once you arrive you'll wish your time here was longer.

Responsibilities
The quality of our client’s benefits plans, administration and the level of service that our clients receive will be directly impacted by the following responsibilities:
  • Oversee and direct a benefits department currently made up of 7 producers/sales consultants and 8 support staff, which includes 2 senior account executives who lead and direct the support staff service teams.
  • Design, implement and manage business strategies that will insure the continued success and growth of our client’s Benefits Department.
  • Develop strategic ideas and provide a vision to our client’s executive management for new opportunities and modify existing plans based on innovative strategies and market trends.
  • Analyze benefits plan performance, utilization data, costs, and trends as well as results of pilot programs.
  • Mentor producers/sales consultants to better qualify prospects and evaluate potential needed products and services.
  • Assist and guide producers/sales consultants with complex proposals and renewals to clients and negotiate pricing.
  • Remain current in all aspects of the benefits industry through continuing education courses, partner organizations, and carrier relationships.
  • Prepare and present internal tracking metrics to management in weekly meetings.
  • Train new producers.
  • Act as primary contact with benefits department’s producers/sales consultants and support staff and vendor/carrier representatives.
  • Advise and communicate with Benefits Department employees on day-to-day issues, goals, etc.
  • Communicate strategies to senior level executives within the organization.
  • Assist with budgeting for the department as needed.
  • Performs other duties as assigned.
Requirements
The ideal candidate will contribute to our client’s goals and objectives, as well as demonstrate our core values: progressiveness, accountability, humility, integrity, respect, excellence, dedication, and the desire to teach and be taught.

The following qualifications and skills are required:
  • Bachelor’s degree in Business or related field.
  • Have or obtain a life and health insurance license in the state of Alabama.
  • Preferred Benefits Designations (including but not limited to CEBS, REBC).
  • 10 years of benefits experience and prior experience managing employees.
  • Extensive knowledge and understanding of a wide variety of wellness and benefits plans.
  • Experience with all aspects of employee benefits, including plan design, implementation, day-to-day administration, problem resolution and compliance.
  • Must be able to fit into a company that promotes team work, fair play and success for both the organization and their clients in all aspects of their culture.
  • Working knowledge of applicable federal and state regulations and laws.
  • Technical expertise in employee benefits and applicable state and federal requirements.
  • Excellent oral and written communication.
  • Good listening skills and the ability to handle confidential information.
  • Must have excellent management and organizational skills, including the ability to mentor, motivate and direct the Benefits Department employees.
  • Able to empathize, listen, and provide insightful and thoughtful recommendations to clients.
  • Ability to develop strong relationships with clients and employees alike.
  • A positive attitude and the desire to work as part of a team.
Our client offers an excellent work environment, and a full range of benefits.

Our client is an Equal Opportunity Employer and agrees not to discriminate in the acceptance of candidates on the basis of age, race, religion, sex, national origin, disability, veteran status or other protected status.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code #1RollTide.

Based in Washington, DC, People 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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Position Description

Reports to: Managing Director
Title: Personal Lines Producer, Private Client Advisors Group
Base Salary: $150,000 - $225,000 Bonus, Health and other Fringe Benefits
Location: San Francisco, California
Relocation: No

BACKGROUND
Our client is an insurance broker with locations throughout the United States and Canada. Our client offers personal service, individual attention and the ability to respond quickly to its client base and provides an environment that allows those who meet and exceed expectation to be rewarded handsomely. Although the current economic climate is challenging, our client continues to grow, prosper and maintain their client base. As a result, their reputation for providing expertise in numerous insurance areas; being fully engaged with their clients and working to insure that their products and services are the best in the insurance industry, puts our client in the hiring mode for an experienced Personal Lines Producer in their “Private Client Advisors Group.”

In addition to a competitive base salary range and a comprehensive benefits package, a generous bonus based on performance, is included.

Our client’s office is located in beautiful downtown San Francisco, surrounded by restaurants, entertainment venues and the beauty of one of the world’s best cities.

PRIMARY ROLE:
The role of the successful candidate will be to develop client and referral opportunities to grow personal lines business among high net worth clients, primarily in the San Francisco Bay and Greater Bay Areas. The successful applicant will also be responsible for account management, but the primary responsibility will be on finding and developing new personal lines accounts.

QUALIFICATIONS:
  • Ability to interpret information from multiple sources, including understanding a large number of products and services.
  • Must possess drive, determination, and self-motivation.
  • A strong sense of ethics, integrity and commitment.
  • Have experience consulting with affluent clientele, financial advisors and other business partners.
  • A demonstrated ability to broker effectively with clients and insurance companies.
  • Excellent interpersonal skills are required.
  • Ability to motivate and interact with Claims personnel.
  • Effective organizational skills and a keen eye for detail.
  • Excellent verbal, written and computer skills will be assumed.
  • Ability to apply mathematical concepts.
ADDITIONAL RESPONSIBLITIES:
The successful candidate, as Personal Lines Producer, Private Client Advisors Group, will be responsible for:
  • Developing and delivering presentations.
  • Developing proposals and quotes.
  • Overcoming issues and objections to close the deal.
  • Reviewing potential clients’ coverage and identifying opportunities to improve on it.
  • Developing client opportunities and referral opportunities and presenting our “client’s approach” to the individuals and families who meet the high net worth profile.
  • Developing and executing a business plan.
  • Handling the day-to-day responsibilities of the position.
Our client offers an excellent work environment, 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 SF#49.

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

Additional People searches may be underway that are
not promoted in the public space due to client confidentiality
.

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POSITION DESCRIPTION

Title: Vice President, Commercial Lines Producer
Department: Commercial Lines, Property and Casualty
Reports To: President
Compensation: $90,000 - $140,000 with bonuses, health benefits and vacation.
Location: Miami, FL Suburb
Relocation Package: Negotiable

BACKGROUND
Our client, an independent regional insurance broker, is based a short 30 commute from Miami, Florida. Our client provides a broad range of insurance products and services – commercial, personal, marine and business insurance and has maintained a record of strong growth and exceeding client expectations for over twenty years.

This position is located in a popular suburb of Miami offering its residents beaches, golf, universities and a very pleasant quality of life.

An excellent compensation, bonus and benefits package is available, as well as the opportunity to work with dedicated professionals in a growing organization.

PRIMARY ROLE
Sell new business to ensure continued profitable growth to middle-markets sector. Prospect for new clients, sell additional coverage to existing clients, and retain existing accounts.

The candidate should know commercial insurance; have experience with carriers, strong supervisor skills, along with solid communication skills. This position requires: a broad understanding of insurance contracts and program structure, extensive market familiarity, systems and process experience, as well as management & leadership skills. Candidates should be high energy, self-directed and possess a winning attitude.

PERFORMANCE STANDARD:
Meet personal objectives for production of new business. Work with service staff to provide excellent service, retention and retain risks.

QUALIFICATIONS
  • Bachelors Degree preferred
  • CPCU/CIC preferred
  • Minimum 10 years commercial insurance brokerage experience.
  • Work with Marketing Manager to monitor renewals and retain accounts.
  • Participate in/direct any special projects at management's request.
  • Proven ability to generate new business.
  • Must be impartial, fair and consistent in his/her decision making capabilities.
  • Promote open communication and good morale.
Duties
  • Maintain prospect list of clients for 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 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.
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 and broker firms throughout the United States. For additional information, please visit www.theipeople.com

Additional People searches may be underway that are
not promoted in the public space due to client confidentiality.

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POSITION DESCRIPTION

Position: Officer Level Position, Commercial Lines Producer, Property & Casualty
Reports to: Senior Vice President, Property & Casualty
Location: Columbia, Maryland/Plymouth Meeting, Pennsylvania
Salary: $100,000 - $200,000 Based on Industry Leading Compensation Plan
Relocation Package: Negotiable (Prefer Mid-Atlantic region candidates)
Travel Required: Yes.

Background:
With offices in major cities throughout the country, our client is one of the nation's leading providers of business services, including accounting and tax, benefits and insurance, and a wide range of consulting services. They are a publicly traded company, with nearly 5000 employees in more than 140 offices nationwide. The firm’s first priority is to serve its client by providing consistently superior services and products. This is equaled by a commitment to staff which is encouraging and motivating, fosters and rewards high performance, and creates career opportunities.

This position is located in Columbia, Maryland, or Plymouth Meeting, PA., and will place the right candidate within striking distance of all that Washington, D.C. or Philadelphia, PA has to offer.

Primary Role:
The successful candidate will be responsible for identifying, soliciting and closing new business for the company; secondary responsibility includes the retention of existing clients in collaboration with client service team.

Essential Functions and Primary Duties:
Strong knowledge and experience in property & casualty, sales and sales planning.

Additional responsibilities include:
  • Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year.
  • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, associates and internal marketing sources.
  • Document activity, notes and prospect data in appropriate internal systems.
  • Develop and present recommendations to clients based upon consultative selling approach.
  • Appropriately close new business, documenting won/lost opportunities and reasons for all clients.
  • Seamlessly transition sold clients to designated client service team.
  • Serve as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
  • As appropriate, work with client service team to serve client and retain business
  • Communicate with leadership, providing field input on market trends, competitor analysis and other business intelligence.
  • Identify, initiate and support cross serving leads to other internal business developers.
  • Additional responsibilities as assigned.
Qualifications Required
  • Bachelor’s Degree required, Graduate Degree or Professional Designations are desirable.
  • Three years demonstrated industry consultative sales skills represented through proven sales results.
  • Sales expertise within selected industry include: Healthcare, Life Science, Education, Non-Profits, Real Estate, Hospitality, Entertainment & Media, Construction/Contractors is preferred.
  • Must have and maintain required licenses/credentials.
  • Superior command of verbal, written, presentation and negotiation skills Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
  • Must be able to travel based on client and business needs.
The successful candidate will also have independent discretion to make technical decisions and will be responsible for issues and problems that would be specifically related to new business development and client retention. This role is relatively autonomous with supervision tied to achievement of revenue growth accountabilities. Our client seeks an individual with the highest standard of ethics and enjoys working in a team environment in which all members seek success.

Our client offers an excellent work environment and a full range of benefits. Our client is also an Equal Opportunity Employer.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code MD#003.

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

Additional People searches may be underway that are
not promoted in the public space due to client confidentiality.

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POSITION DESCRIPTION

Title: Vice President, Employee Benefits Producer
Department: Employee Benefits
Compensation: $100,000 - $150,000+ with generous commission splits and benefits
Location: Boston, MA Area
Relocation Package: Negotiable

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 employee benefits expert 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 the American’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.

POSITION FUNCTION
Responsible for the production of new Employee Benefits business, as well as retention of existing business. Responsible for meeting sales goals and developing a book of business.

REPRESENTATIVE RESPONSIBILITIES:
  1. Production of New Business -
    • Prospect for new sales opportunities.
      • Develop relationships with centers of influence.
      • Community involvement
      • Develop referral sources.
      • Cold-calling.
    • Meet with prospects to determine insurance needs.
    • Develop proposal for presentation to client.
    • Assist in creation of RFP with Account Manager
    • Analyze and summarize quotes.
    • Decide on coverage recommendations.
    • Present proposal and close sale.
    • Take applications and coordinate enrollment with Account Manager.
    • Assist in transfer of coverages.
    • Finalize all details and deliver to Account Manager for installation of case.
  2. Retention of Existing Business -
    • Maintain/develop relationship with clients, and serve as primary contact.
    • Coordinate and finalize renewals.
    • Market case, summarize options, present alternatives, and re-enroll case, as necessary.
    • Round out accounts by selling other coverages, where appropriate.
  3. Client Service -
    • Assist on any technical issues, major problems, as necessary
    • Help Account Managers with cases, as needed.
  4. Miscellaneous Responsibilities -
    • Assist in maximizing/meeting individual sales goal.
    • Assist in developing and maintaining carrier relationships.
    • Attend seminars/classes to keep current on changes in regulations/benefits/carriers.
    • Responsible for cross sale of account, where possible.
GENERAL INFORMATION:
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 a plus. Experience with government contractors and the Service Contract Act is also a plus. Working knowledge of the North-east region is preferred. Strong working knowledge of ALL Microsoft Office products is a plus.

Our client offers an excellent work environment, a full range of benefits, including medical, 401K, ESOP Program and vacation. For immediate consideration: Please reply in confidence to: info@theipeople.com and reference Job Code Number 009.

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.

Additional People searches may be underway that are
not promoted in the public space due to client confidentiality.

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BANKING POSITIONS –

People®, LLC is looking for qualified candidates with Banking experience to fill the following positions. If you, or someone you know, meets the required qualifications and are interested, please contact People®, LLC by email at info@theipeople.com.

  

POSITION DESCRIPTION

Title: Deputy Compliance Manager
Base Salary: $250,000+ plus Bonus and Benefits
Location: Hong Kong
Relocation: Negotiable

Our client has been present in Asia for over 25 years and now operates through a network of regional bank branches and other offices for which the regional headquarters is Hong Kong.

Our client is now looking for an experienced professional to join our Wholesale Banking Compliance function in Hong Kong and provide broad-ranging Compliance support predominantly for our Wholesale Banking activities in Asia (currently, Corporate Lending, Correspondent Banking, Trade Services, Fixed Income Sales & Trading, Asset Management, FX/Rates and Real Estate). The successful candidate will be intimately involved in developing and maintaining an effective Compliance framework designed to identify, manage and mitigate regulatory and operational risk. This position offers the opportunities and challenges presented by enhancing a Compliance environment linked to the build-out in Asia that are presently carried on in the United States and Europe during a period of corporate merger and integration.

RESPONSIBILITIES
  • Developing and enhancing an effective Compliance infrastructure in Hong Kong and other Asian jurisdictions to accommodate regulatory requirements and mitigate Compliance risk
  • Implementing and administering Compliance control systems and procedures and monitoring programs for all Wholesale Banking activity (including marketing, delivery of investment advice, debt and equity principal investment, syndication and securitization, payments and trade processing, distribution of research, FX/Rates and Fixed Income sales and trading and asset management functions); discussing findings or issues and remedial action with business lines; undertaking ad hoc issue escalation and periodic reporting to senior management
  • Providing comprehensive Compliance advisory support in current and new business initiatives and in the integration or rationalization of legal entities and businesses in applicable jurisdictions
  • Interacting with regulatory authorities with respect to licensing, ongoing conduct requirements and new business initiatives; leading in the management of internal audits and external regulatory exams
  • Developing and delivering Compliance training to enhance awareness and knowledge of applicable laws and regulatory requirements
REQUIREMENTS
  • Relevant university degree and minimum of ten years of relevant experience gained in an international financial centre. Legal and regulatory background viewed advantageously
  • Good knowledge of banking and securities laws and regulations in Hong Kong and/or Singapore. Some familiarity with equivalent laws and regulations in other Asian jurisdictions, and U.S. securities and bank holding company laws and regulation, desirable
  • Sound understanding of the operation of international financial markets and the purpose and importance of effective regulatory oversight, risk management and corporate governance
  • Good understanding of full service global financial institution, including bank and securities operations, and knowledge of financial products, desirable
  • Ability to identify Compliance risk and advise on, develop and implement suitable policies and procedures to effectively monitor and mitigate that risk
  • Ability to identify and advise business line management of changes in the regulatory and compliance environment and design and implement appropriate Compliance solutions
  • Ability to influence stakeholders outside of immediate span of control
  • Excellent oral, presentation and written communication skills; confidence to communicate proactively and effectively with peers and senior management
  • Experience of managing a team of risk professionals
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 HK#001.

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

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POSITION DESCRIPTION

Title: Senior Business Banking Relationship Manager
Base Salary: $90,000 - $130,000 plus incentives, 401K, Health Benefits, Vacation
Location: Mid-Atlantic
Reports To: Branch Manager
Travel: No

BACKGROUND
Our client understands what's important when you're considering a career change: a company with a solid history of responsible growth and positive earnings. A company committed to the communities it serves. One that rewards performance and provides employees with opportunities to direct their own career paths. A company with a focus on the future.

BASIC FUNCTION:
The Senior Relationship Manager, (RM), is charged with expanding our client’s commercial and business banking reach in the market he or she serves. Using an assigned portfolio of the most complex and/or large-dollar amount loan and/or deposit relationships with small business clients that operate within the community, he or she solicits new business, and administers and services existing business.

Our client expects that the winning candidate will bring a wealth of industry and community knowledge gained through prior work experience and through strategically chosen partnerships (which could include service on local boards and in high-profile events and opportunities.

RESPONSIBILITIES:
  • Develop new banking relationships with business prospects
  • Service existing business banking client base
  • Achieve established goals as outlined by manager
  • Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers
  • Network with centers of influence to develop business including accountants, attorneys and other referral sources
  • Manage the segment’s more complicated and important loan relationships
  • Evaluate credit information and requests and recommend appropriate loan structure to manage risk
  • Effectively negotiate with underwriters and clients to maximize revenue and minimize risk
  • Actively participate in all business banking and retail sales sprints
  • Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned
  • Participate in civic and cultural organizations and programs
  • Utilize prescribed selling techniques to maximize sales opportunities
  • Work closely with internal contacts to service clients
BASIC FUNCTION:
  • Bachelor’s degree or 3-5 years of relevant work experience
  • Five plus years sales and/or commercial credit experience
  • Ability to sell effectively to prospects and clients
  • Ability to read and analyze financial statements and tax returns
  • Strong credit skills necessary to evaluate loan requests
  • Strong interpersonal and presentation skills required
  • Knowledge of personal computers to include MS Word and Excel
IDEAL FUNCTION:
  • Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets
  • Knowledge of software utilized by the department helpful.
  • Supervisory experience a plus
As one of the best performing banks in the country, our client continues to grow, offering ongoing value to our shareholders and opportunity to our employees. Join our team and you'll understand what has kept us strong for more than 100 years: stability with a forward focus, a strong history of community support, and a dedication to being the best employer you'll ever work for.

Our client offers an excellent work environment and a full range of benefits. Our client is also an Equal Opportunity Employer.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code MIDALT#001.

Based in Washington, DC, People 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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POSITION DESCRIPTION

Title: Senior Trust & Fiduciary Specialist
Base Salary: $144,000+ plus Incentives, Benefits and Vacation
Reports to: Regional Trust Manager
Location: New York
Relocation: Negotiable
Travel: Yes

Background:
Our client believes it’s most important value is this: they believe in people as a competitive advantage and strive to find the best people from a diversity of backgrounds and cultures, give them the knowledge and training they need, allow them to be responsible and accountable for their businesses, and recognize them for outstanding performance. Products and technology do not fulfill the promise behind a brand — people do, people who are more talented, more motivated, more energized than their competitors.

Our client is a banking leader in the U.S. and overseas. With thousands of employees and with a vision of the future, our client now looks to hire an experienced Senior Trust & Fiduciary Specialist.

Primary Role:
Fiduciary expert that applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth and ultra high net worth clients. May partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as relationship manager or team member for a book of business, identifying and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing the most complex accounts of all types in collaboration with the Trust Centers. Proactively engages with clients in wealth planning related conversations; collaborates with partners to develop and propose solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. charitable management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client’s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards. Act as lead by providing work direction to a small team of administrators. May act as mentor. Demonstrates potential to manage small teams. May act in absence of Regional Trust Manager.

Basic Qualification
Ten plus years financial services industry experience.

Minimum Qualifications
Must have a minimum of 10+ years experience as a Personal Trust & Fiduciary consultant with proven experience in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth and ultra high net worth clients. Although this position is posted in NYC, time would also be spent in White Plains, NY or on Long Island in Melville, NY. There are 2 positions our client is looking to fill. One position for NYC and White Plains and one position for NYC and Melville, NY

Preferred Skills
MBA, JD or other advanced degrees pertinent to a Personal Trust & Fiduciary position.

Our client offers an excellent work environment and a full range of benefits. Our client is also an Equal Opportunity Employer.

For Immediate Consideration:
Please reply in confidence to: info@theipeople.com and reference Job Code NY#003.

Based in Washington, DC, People 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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