Candidate Bios

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 CSG Spotlight profile.



Long time insurance executive with proven track record of results. Experience within the broker community and insurance carrier world, including national account sales management, development of wellness analytics, subject matter expertise with healthcare reform, vendor partnerships, and evaluation of technology for process improvement. Has a vision for development and execution of long term strategy for driving premium growth and profitability. True leader with ability to communicate with C-suite, as well as motivating and relating to a team of sales professionals. Open to relocation. 

273143.png.adapt.360_203.false.false.false.false.pngCOMMUNICATIONS AND MARKETING MANAGER

Managed and implemented corporate brand identity transition through two acquisitions and brand refresh, which includes redesigning corporate identity and collaterals and communicating acquisitions effectively internally and externally. With more and more emphasis on creative ways to advertise the capabilities of an agency, this individual can help deliver results through social media, marketing campaigns, and driving customers to your website and online content. Extensive experience working with HubSpot and other social media. Geographic preference to Upper Midwest or the Southeast.

273143.png.adapt.360_203.false.false.false.false.pngNATIONAL WHOLESALE BROKER

Senior level sales and marketing executive, particularly within the wholesale broker and Managing General Agency (MGA) market. In-depth technical understanding of the underwriting process, development of products and programs to suit niche business development, national relationships within the industry, and broad product and risk category background. Keen sense of how to balance top line growth with bottom line profitability. Open to relocation, prefers warmer climates.


Life Insurance; Term, Universal, Whole Life and employee benefits (Group Life). Limit was $30 million, however underwrites up to $400 million with manager's second signature for final decision.  Experience with key employee. Interested in remote opportunities.


Based in Tampa.  Can not relocate.  Currently employed. Specific insurance products/coverages experience:  GL, Property, Inland Marine, Commercial Auto, Workers Comp. Types of accounts: Small business (BOPs) as well as larger accounts up to $800,000. Types of industries: Construction, trucking, Ocean Marine accounts such as shipbuilders, marinas, marine contractors, etc. Currently doing BOPs, Packages & Auto for restaurants.  Also has done a lot of main street type accounts.


CPA. Prior experience working for Big Four accounting firms. Financial leader focused on improving financial results, enterprise value, and free cash flow through strategic review/enhancement of channel/product profitability, tactical cost cutting, and implementation of accountability based reporting for profit and cost center operations. Operationally skilled in turnaround, efficiency improvement, and operational change initiatives. Experienced in middle market private equity and large public company (SEC/FINRA) financial accounting and reporting, IT systems integration and controls, procurement, tax compliance, risk management, financial planning and analysis, and management of operations.  Foreign subsidiary experience.  Acquisition and divestiture experience.


Fellow of the Society of Actuaries (FSA).   Bachelor of Science in Actuarial Science, Statistics and Economics.  Successfully developed and distributed over $175 million of downside protected products within the Investment Advisor Channel.  Has worked on and evaluated many Proprietary Products in several industries.  These include a Downside Protection Warranty for a branded Credit Card (Affinity MasterCard) and a Downside Protected Mutual Fund product.  Developed Fixed, Variable and Equity Linked Annuities. Managed Structured Settlements and Funding Agreements. Open to contract assignments.


Strong track record integrating diverse product design and channel management expertise into comprehensive marketing strategies to expand direct, digital and field sales and service capabilities. Oversight for field sales channel facilitating the creation and delivery for  all marketing programs, product management, sales support, training and managing relationship with field leaders.  Oversight for new product development lifecycle from ideation to full implementation for all channels using a disciplined gated process and agile IT development methodologies. Experience is very deep in life insurance with expertise in research, design, build, implementation, marketing, launch and all types of sales support. Rare experience having developed fully underwritten, simplified issue and guaranteed issue products and marketing support for the middle income and sophisticated markets.


Life insurance professional with progressive industry leadership focused on transforming insurance organizations. Broad background in Insurance Operations, Information Technology, Product Development & Implementation (domestic & international), staffing/capacity planning, application systems development, business development & process management. Deep experience in eBusiness development, largescale matrix multi-site project management, policy administration system implementation, PMO start-up, designing and implementing eApplication / straight through processing. Expertise within: Life Insurance – (fixed, indexed, variable), Annuities - (fixed, indexed, variable), Long Term Care, Medicare Supplement and Individual Worksite Products.  Seeking opportunities to lead within Business Transformation; Operations/Administration; Information Technology; Traditional Business Development.