Confidential Candidate Profiles

Below are confidential profiles of insurance professional we are currently representing in employment searches. Please reach out to our team directly to inquire more about specific search parameters.

273143.png.adapt.360_203.false.false.false.false.pngIndicates Featured Capstone Spotlight Profile

273143.png.adapt.360_203.false.false.false.false.pngSALES LEADER

Sales leader and revenue driver with over 20 years of insurance carrier and agency leadership in corporate benefits.  Has thrived in multi-faceted roles; enjoys being the strategist and leader.  Personal production experience gives an appreciation and understanding of what it’s like to be on the front lines of sales and client service. Passionate about expanding product offerings, innovating on social media, testing creative communication/marketing strategies, project management, business acquisition and management consulting.  Wants to align with an organization interested in growing and developing the benefits practice at the next level. 

LOCATION: Northeast/East Coast

273143.png.adapt.360_203.false.false.false.false.pngVP, COMMERCIAL MARKETING MANAGER

VP, Commercial Marketing Manager with national broker experience managing placement for middle market and risk management accounts. Offers strong regional market knowledge and existing carrier relationships.  Really active in procuring new carrier contracts; ex. added 12 new markets in Florida and 8 in Tennessee. Helped existing offices increase productivity on new business marketing.  Assisted with claims and accounts receivable/commission issues.  Established new procedures based on utilizing technology that seamlessly integrated centralized marketing with satellite offices. Delivered presentations.  Facilitated team training sessions and annual marketing meetings.  

LOCATION: Southwest, Moitain West or West Coast

273143.png.adapt.360_203.false.false.false.false.pngSENIOR GROUP UNDERWRITER

Senior group underwriter with over 15 years of experience working for national life and health companies.  Expertise is in technical aspects of group life, stop loss medical, dental and disability.  Principal underwriter for a $27MM block of business with groups ranging from 100-2,000 lives. Open to various roles including on the broker side as a Consultant/Account or Underwriting Analyst/Account Manager as well as provider network contracting. 

LOCATION: Preference to Phoenix

273143.png.adapt.360_203.false.false.false.false.pngEMPLOYEE BENEFITS + PROPERTY CASUALTY PROFESSIONAL

Talented individual responsible for development of training programs for both sales and client service departments within regional and large national agency platforms. Has won multiple prestigious awards in the field of training and education. Understands both Employee Benefits and Property & Casualty segments, has a proven track record of results with new producers, and knows how to help drive revenue and inter-departmental efficiencies.

LOCATION: Open with strong preference to Midwest


BS Finance and MBA. Led strategic planning, analysis and forecasting for business partners to enhance validity of annual plans as a benchmark against actual performance for $1B multi-line operation. Provided recurring and ad hoc reporting and analysis to business partners and corporate leadership. Completed CBAs to inform decisions on varying initiatives, from minor changes to sweeping infrastructure projects. Helped functional leaders achieve objectives by delivering critical insights into performance.

LOCATION: Open to relocation


CPCU, AFSB.  Experience is primarily contract and commercial surety bonds. Has also underwritten fidelity, including blanket bonds for financial institutions.  Typical clients include: General contracting, first and second tier trades, earthmoving, road construction, water plants, waste water plants, sewer and water lines, petrochemical waste disposal, nontoxic material disposal, WBE, DBE, HUB Zone operations, some specialty trades like ground source heating, boring, energy management contracts for schools and other public bodies.

LOCATION: Open to relocating within the Midwest, Northeast, Mid-Atlantic, Florida, Texas, Arizona, West coast, Northwest


Proven executive leader and key architect of a mid-size specialty insurer. Led team of executives as the CEO’s chief lieutenant in developing, executing and evolving business strategies and tactics. Accomplishments demonstrate analytical and creative mind, strong critical thinking and planning, leadership/grit/resolve needed to turn plans into action, and the ability to effectively communicate with, motivate and lead all key constituencies to achieve mutual goals. Have also grown and matured the actuarial divisions at two mid-sized insurers and developed substantial expertise in ceded reinsurance.

LOCATION: Open to relocation


Expert within the High Net Worth (HNW) markets. Visionary leader delivering digital and product innovation, distribution efficiency and profitable growth. Through marketing excellence and strategic collaboration, drives game-changing shifts across the organization to grow/retain business and deliver market differentiation. Creative, analytical executive that unlocks distinctive value and finds new sources of competitive advantage across Retail and Group insurance businesses.

LOCATION: Open to relocation


Senior-level property casualty insurance product manager with demonstrated experience managing states up to $1B in DWP. Extensive know-how in auto, home, renters, condo, dwelling fire, personal excess liability and watercraft. Driver of strategy development and execution to expand customer reach, increase response rates and achieve profitability targets. Most recently managed North Carolina, Washington, Oregon, Montana, Idaho, and Wyoming.

LOCATION: Open to relocation


Undergraduate degree from Boston College in Economics. Quickly progressed through the various levels of position achievement and is currently an Underwriting Consultant. Performs cost scenario analysis for fully-insured, self-insured and mixed financial arrangements. Exceptional communication skills.  Very outgoing yet very analytical.

LOCATION: Open to relocation


Commercial Underwriter responsible for writing large trucking policies with a select group of retail agents in 41 States. Appointment of new agents, form approval with state regulators, IT responsibilities and training of new employees. Prior wrote medium to large Trucking, Petroleum Marketers and Waste Haulers.  Experienced with Commercial Auto, Public Auto, Trucking, GL, Inland Marine, Pollution Liability, Petroleum Marketers and Excess and Reinsurance and Cargo. 

LOCATION: Open to relocation



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