Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Oklahoma City, OK

Salary: $100,000 to $115,000 with an annual incentive bonus from $16,000 to $30,000 (this position may be eligible for a sign on bonus and/or relocation package).

Company Information:

Our client has been named one of the 100 Best Companies to Work For by Fortune magazine 9 years in a row. They have been a third-generation, family-run operation for over 50 years, providing supplemental health insurance benefits and financial services to specialized industries. This focus allows them to provide tailored solutions for specific employee groups. They have been rated A+ by A.M. Best for 20 years.

Community Information:

Western charm goes metropolitan in Oklahoma’s capital city. Oklahoma City boasts big-league attractions, including the OKC Thunder NBA team and a revitalized downtown area starring the Bricktown Entertainment District, Chesapeake Energy Arena and top-notch museums, including the Oklahoma City National Memorial & Museum and the Oklahoma City Museum of Art. Go kid-friendly at the OKC Zoo, Science Museum Oklahoma, Frontier City and White Water Bay, and escape to the outdoors at the Oklahoma River, Myriad Botanical Gardens and Lake Hefner. Oklahoma City offers a thriving nightlife scene with concentrations of popular spots for music, dancing and drinks in the Bricktown Entertainment District, the Paseo Arts District, and Western Avenue area. The arts abound and culture flourishes with options such as the Oklahoma City Philharmonic Orchestra, the Oklahoma City Ballet, vibrant art districts and plentiful galleries, a diverse music scene that produces national stars in multiple genres, bountiful drama productions and an acclaimed arts festival that draws nearly 1 million visitors each year.

Position Description:

• Guide and supervise the activities of customer service, new business, premium accounting, withdrawals, loans, retirements, tax reporting and annuity related plans (403b, 457, 401(k), etc.) to maximize efficiency and success. Ensure the goals, mission and objectives of the division and company are reached, and ensure that the customer is treated fairly by meeting their needs and exceeding their expectations.
• Coordinate with Product Director as well as Product and Corporate Compliance to ensure that all processes meet State and Federal regulations.
• You are responsible for leading and assisting in company initiatives.

Background Profile:

• Annuity product, plan and worksite experience.
• Bachelor’s Degree or equivalent business related experience.
• Minimum 5-7 years in a leadership/management role with a customer service emphasis.
• Must be skilled in managing, developing and motivating a large group of employees and managers.
• Ability to make presentations to groups.
• Demonstration of a high level of administrative competence and excellence in analyzing organization procedures to achieve maximum efficiency.
• Diplomacy and decision making capability. Strong negotiation, interpersonal and delegation skills.
• Strong knowledge of systems software for database, spreadsheet, document
  and project management needs.
• Ability to work well with sales, product and other support division staff.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Minneapolis, MN

Salary: $40,000 to $50,000 and overall target comp $250k plus

Company Information:

Our client is a 100-year old leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary coverage options and fully integrated absence management. They market these solutions through independent brokers and agents to employers of all sizes. They are rated A (Excellent) by A.M. Best*

Community Information:

Named America’s Most Playful City, Minneapolis outshone all other cities in health and happiness, as well as social and emotional support. The area is full of recreation resources like museums and playgrounds, and residents love to get outside to cycle, camp or go for a run.  It is home to four major professional teams including The Vikings, Twins, Timberwolves and Lynx.  This city is a progressive city with a well educated populous, affordable housing, excellent schools, diverse neighborhoods, solid green initiatives, the nation’s best park and recreational system.

Position Description:

There is a substantial amount of territory available so this is a good opportunity for a senior rep. However, they will also consider a newer rep that is looking for an upgrade in territory and even someone from outside of the industry as long as they have a solid track record of sales success.

• Capitalize on this senior rep territory.  The exact broker list is negotiable and will contain established employee benefits brokers (national, regional and local).
• Achieve or exceed annual new sales quoting and sold case objectives.
• The position reports to a very knowledgeable, experienced and successful sales manager in Milwaukee.
• The company has the best of both worlds for target group size. They write a lot of case count for constant deal flow, yet the same reps get to sell over 500 lives too. They also have a compelling offering from 2,000 to 5,000 lives so reps get to learn large case strategy too.
• Establish and maintain strong business relationships with group insurance brokerage market in assigned territory and internal sales support staff to insure good proposal activity.
• Assist in the conservation of in force business to assist in achieving desired renewal conservation levels desired by Company.
• Maintain close relationships with regional office staff, underwriting team and service unit to insure support of Company Service Model and sold case rules and requirements.
• Communicate with internal and external customers in support of selling activities.

Background Profile:

• Product knowledge of group life and disability insurance.
• A strong track record in selling employee benefits.

Company Employee Benefits:

A full scope of employee benefits including health, life and long term disability insurance, 401k, paid time off.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Denver, CO

Company Information:

Our client is a one of the top ten brokers in the United States (premiums in excess of $15 billion).  They have over 70 years of continuous service, and locations in all of the major markets in the U.S. They help clients with Property & Casualty, Group Health Benefits and Person Lines insurance.

Community Information:

Denver’s mild climate (three hundred days of sunshine a year) and wealth of recreational activities make this the perfect environment for energetic bodies. Its educational and cultural opportunities make it the ideal home for energetic minds. The arts and cultural world is thriving, with award-winning theater, world-class music, stimulating museums and spectacular visual arts. Denver is one of only two cities in America with eight professional sports teams. The Metro area housing market has stabilized and offers some of the best housing values of any major metropolitan area.

Position Description:

• Grow a book of commercial insurance business.
• Retain clients by ensuring they are receiving quality service and valuable product offerings.
• The producer will work directly with marketing representatives, customer service representatives and underwriters.
• This individual can benefit from the fact that the client has no territorial limits and can provide solutions for clients anywhere in the United States.

Background Profile:

• Aviation experience helpful, not a requirement.
• Successful track record in sales.
• Solid understanding of commercial insurance.
• Valid Property & Casualty license.

Company Employee Benefits:

• Generous commission split.
• Account Management support.
• A full suite of employee benefits including: Health Insurance (medical, dental and vision), Life & Accidental Death & Dismemberment Insurance (AD&D), Disability (short-term income replacement and long-term disability insurance), Paid Time Off, Paid Holidays, 401(k) Savings Plan, Employee Stock Purchase Plan, Flexible Spending Accounts (health, dependent care and transportation), Education & Training, Personal Insurance Discounts, and an Employee Assistance Program.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Denver, CO

Company Information:

Our client is a one of the top ten brokers in the United States (premiums in excess of $15 billion). They have over 70 years of continuous service, and locations in all of the major markets in the U.S. They help clients with Property & Casualty, Group Health Benefits and Person Lines insurance.

Community Information:

Denver’s mild climate (three hundred days of sunshine a year) and wealth of recreational activities make this the perfect environment for energetic bodies. Its educational and cultural opportunities make it the ideal home for energetic minds.  The arts and cultural world is thriving, with award-winning theater, world-class music, stimulating museums and spectacular visual arts.  Denver is one of only two cities in America with eight professional sports teams.  The Metro area housing market has stabilized and offers some of the best housing values of any major metropolitan area.

Position Description:

• Grow a book of commercial insurance business.
• Retain clients by ensuring they are receiving quality service and valuable product offerings.
• The producer will work directly with marketing representatives, customer service representatives and underwriters.
• This individual can benefit from the fact that the client has no territorial limits and can provide solutions for clients anywhere in the United States.

Background Profile:

• Oil & Gas experience helpful, not a requirement.
• Successful track record in sales.
• Solid understanding of commercial insurance.
• Valid Property & Casualty license.

Company Employee Benefits:

• Generous commission split.
• Account Management support.
• A full suite of employee benefits including Health Insurance (medical, dental and vision), Life & Accidental Death & Dismemberment Insurance (AD&D), Disability (short-term income replacement and long-term disability insurance), Paid Time Off, Paid Holidays, 401(k) Savings Plan, Employee Stock Purchase Plan, Flexible Spending Accounts (health, dependent care and transportation), Education & Training, Personal Insurance Discounts, and an Employee Assistance Program.

Salary: $60,000 plus a very generous commission plan.

Company Information:

Our client is part of one of the largest diversified financial services organizations in the world with more than 100,000 employees. They provide financial products and services for individuals and businesses. Some of these products include life insurance, annuities, mutual funds, retirement plans and employee benefits.

Community Information:

This role could be located in Denver, Phoenix or San Francisco.

Your Role within the Company:

• The candidate will be responsible for sales of voluntary and worksite products. These products include: traditional worksite products, whole and universal life, voluntary disability, catastrophic illness, accident, and any new traditional worksite products that are developed.
• Develop and implement voluntary strategy with a focus on product mix, sales and ongoing administration. The candidate is directly responsible for advancement of short-term and long-term sales objectives.
• Work closely with Regional Sales Managers and Group Sales Representatives to develop Voluntary Benefit market strategy, case-specific solutions, and provide value to the brokers and consultants within the region.
• Renewal responsibility for all assigned and sold accounts.

Background Profile:

• Experience selling Voluntary Benefits.
• Knowledge of traditional worksite products, whole and universal life, voluntary disability, catastrophic illness, and accident products.
• A strong track record in selling these products.

Company Employee Benefits:

• A full scope of employee benefits including medical, dental and life. Health and dependent spending accounts are offered. 401k savings plan with a dollar for dollar match up to 6% of employee contributions. PTO starting with 20 days per year in the first full year of employment.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Milwaukee, WI

Salary: $55,000 to $65,000 with an additional $12k bonus potential.

Company Information:

Our client is a 100-year old leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary coverage options, and fully integrated absence management. They market these solutions through independent brokers and agents to employers of all sizes.

They are rated A (Excellent) by A.M. Best*

Community Information:

Nestled on the western shores of Lake Michigan, Milwaukee blends small town ambiance and big city excitement. This area offers a wealth of business and social opportunities. Sports fans can attend professional basketball, baseball, soccer, hockey and arena football games. It boasts a symphony orchestra, one ballet and two opera companies, a repertory theater, and several nationally recognized dance troupes, as well as several acclaimed museums. In addition to the impressive Lake Michigan shoreline and the rolling hills of the Kettle Moraine, plenty of land has been set aside for the public’s enjoyment.

Your Role within the Company:

The Account Manager is responsible for achieving persistency within their book of business. This will be done by providing customer service satisfaction, renewal presentation, and explanation. You will also present new product recommendations to offer solutions as your clients needs grow and change.

• Maintain and service a book of business for cases ranging between 100 – 1999 employee lives.
• Work closely with appropriate Regional Sales Office and Home Office Sales resources to manage and ensure smooth and effective new client installations.
• Effectively manage and proactively resolve all in-bound client service issues.
• Work closely with the Claims Department to help proactively assist clients on sensitive or time-sensitive claim issues.
• Lead the client renewal strategy for assigned customers. This includes proactively driving renewal dialogue among all applicable internal partners (UW, Sales, Renewal Team, etc.), as well as reviewing and negotiating the financials and ultimately presenting and successfully delivering the renewal to the customer.
• Proactively identify cross sell opportunities (additional lines of business) to existing clients.
• Achieve or exceed assigned metrics for client persistency, new customer/product implementations, cross-sale, and customer satisfaction.
• Work effectively with all Home Office functional departments to implement new business and prepare for renewal situations.
• Travel, as required, based on the assigned geographic book of business.

Background Profile:

• Preferable work history would include group insurance sales and/or experience-rated underwriting experience providing superior client service and satisfaction.
• Group Life and Health License(s) required.
• Expertise in using basic Microsoft Office applications, including PowerPoint, Excel and Word.

Company Employee Benefits:

• A full scope of employee benefits including health, life, long term disability, 401k, and paid time off.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location:  Houston, TX

Compensation: $70,000 to $85,000 with $16k-$23k bonus

Company Information:

Our client has over 100-years of history as a leading insurance carrier specializing in innovative and flexible employee benefits solutions including group term life insurance, disability income, fully integrated absence management and a suite of voluntary coverage options. They are rated A (Excellent) by A.M. Best*

Community Information:

Alive with energy and rich in diversity, Houston has a dynamic mix of imagination, talent and first-class attractions that make it a world-class city. Home to a vibrant economy, beautiful surroundings and a population full of optimism and spirit, this city is a bustling waterfront community. Since it is the fourth largest city in the United States, there is nothing any person could want to do, that they would not be able to find here. The Museum District offers a range of museums, galleries, and art and cultural institutions, including the City’s major museums. From ballet, theatre and symphony companies to some of the world’s finest restaurants, Houston is truly a cultural paradise. Houston educators and the community as a whole, are working toward creating a high-quality educational environment.

Position Description:

• Provide service to a book of business (approximately 20 to 40 clients) over 2,000 lives.
• Work closely with the sales office, implementation manager, and internal support team in order to develop a plan for new and existing business.
• Manage and develop annual client strategies to ensure persistency and profitable growth.
• Lead the renewal strategy for assigned customers. This includes managing applicable internal partners, reviewing and negotiating the financials and ultimately presenting and successfully delivering the renewal.
• Achieve or exceed target persistency, implementations, and customer satisfaction.
• Serve as a company leader and subject matter expert in the areas of RFP response development, competitive positioning and other internal subject areas as required.
• Work with all home office functional departments to implement new business and prepare for renewal situations.
• Proactively identify cross sell opportunities within the current book of business.
• Travel, as required, based on the assigned client geographic locations.

Background Profile:

• Experience in sales or service of large case life and disability insurance.
• Ability to experience rate a case a plus.

Company Employee Benefits:

• A full scope of employee benefits including health, life, and long term disability insurance, 401k, paid time off.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location:  Chicago, IL

Compensation: $70,000 to $85,000 with $16k-$23k bonus

Company Information:

Our client has over 100-years of history as a leading insurance carrier specializing in innovative and flexible employee benefits solutions including group term life insurance, disability income, fully integrated absence management and a suite of voluntary coverage options. They are rated A (Excellent) by A.M. Best*

Community Information:

Located on the shores of Lake Michigan, the best of Chicago is within easy reach including the Sears Tower and all of downtown.  Michigan Avenue’s ‘Magnificent Mile’ is among the most elite retail districts in the nation. The ‘Mile’ features exclusive shops such as Saks Fifth Avenue, Neiman-Marcus, Marshall Fields, and Bloomingdales. Water Tower Place is an elaborate eight floor indoor mall featuring more than 120 specialty shops, several restaurants, and seven cinemas.  Travel is easy with the elaborate system of expressways and public transportation that includes taxis, buses, the subway, and elevated trains that make transportation convenient within the city and to and from surrounding suburbs.

Position Description:

• Provide service to a book of business (approximately 20 to 40 clients) over 2,000 lives.
• Work closely with the sales office, implementation manager, and internal support team in order to develop a plan for new and existing business.
• Manage and develop annual client strategies to ensure persistency and profitable growth.
• Lead the renewal strategy for assigned customers. This includes managing applicable internal partners, reviewing and negotiating the financials and ultimately presenting and successfully delivering the renewal.
• Achieve or exceed target persistency, implementations, and customer satisfaction.
• Serve as a company leader and subject matter expert in the areas of RFP response development, competitive positioning and other internal subject areas as required.
• Work with all home office functional departments to implement new business and prepare for renewal situations.
• Proactively identify cross sell opportunities within the current book of business.
• Travel, as required, based on the assigned client geographic locations.

Background Profile:

• Experience in sales or service of large case life and disability insurance.
• Ability to experience rate a case a plus.

Company Employee Benefits:

• A full scope of employee benefits including health, life, and long term disability insurance, 401k, paid time off.

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: San Francisco, CA

Salary: Overall target comp up to $200k. Top reps will earn more.

Company Information:

Our client is a 100-year old insurance carrier offering a broad range of products and services focused on retirement, group life, group disability and dental insurance. This includes servicing 91,000 retirement plans and group insurance contracts with approximately 8.7 million plan participants. They are a Fortune 500 Company with assets under management of $181 billion as of June 30, 2009.  They are rated A+ (2 of 16) by A.M. Best.

Community Information:

Whether you like cheering for the San Francisco Giants at AT&T Park or the Oakland Athletics across the Bay, strolling through Golden Gate Park, enjoying opening night at the San Francisco Opera, taking in an exhibit at the San Francisco Museum of Modern Art or hiking up Mt. Tamalpais in Marin County, this city has something to offer everyone.  The area’s well-developed infrastructure allow families to enjoy a wide range of activities that include parks, hiking and bike trails, beaches, museums, sports events, theme parks, film festivals, food fairs, libraries, live theater, modern dance and ballet, ethnic celebrations, flower gardens, farmers markets, sky gazing, wine tasting, hot-air ballooning, animal watching and even county fairs.

Position Description:

• Achieve or exceed annual new sales quoting and sold case objectives.
• The position reports to the sales manager.
• Establish and maintain strong business relationships with the group insurance brokerage market in assigned territory and internal sales support staff to insure good proposal activity.
• Achieve or exceed annual new sales quoting and sold case objectives.
• Assist in the conservation of in force business to assist in achieving desired renewal conservation levels desired by Company.
• Maintain close relationships with regional office staff, underwriting team and service unit to insure support of Company Service Model and sold case rules and requirements.
• Communicate with internal and external customers in support of selling activities.

Background Profile:

• Track record of exceeding life and disability sales goals.
• Interest in generating and managing high case count activity.
• Ability to experience rate a case a plus.
• Experience selling worksite benefits a plus.

Company Employee Benefits:

• A full scope of employee benefits including health, life, long term disability insurance, dental, vision, paid time off, tuition reimbursement, Employee Assistance Program, 401k with a dollar for dollar match up to 6% of employee contributions (immediately vested) and a 4% contribution from the company whether you participate in the plan or not (2 year cliff vesting).

Steve Faulkner, 303-791-3092, steve.faulkner@spencerjamesgroup.com

Location: Dallas, TX

Salary: $70,000 to $85,000 with $16k-$23k bonus

Company Information:

Our client has over 100-years of history as a leading insurance carrier specializing in innovative and flexible employee benefits solutions including group term life insurance, disability income, fully integrated absence management and a suite of voluntary coverage options. They are rated A (Excellent) by A.M. Best*

Community Information:

The city of Dallas is the ninth-largest city and part of the fourth-largest metropolitan area in the nation. Covering approximately 343 square miles, it offers the best shopping in the southwest, recognized restaurants and hotels, the largest urban arts district in the nation and, 13 entertainment districts.  In 2010, Fortune magazine named 24 companies from the metro area – including Exxon Mobil, JC Penney and Texas Instruments – as Fortune 500 companies. The Dallas Cowboys, Mavericks and Stars, the Texas Rangers and FC Dallas all call this city home.

Position Description:

• Provide service to a book of business (approximately 20 to 40 clients) over 2,000 lives.
• Work closely with the sales office, implementation manager and internal support team in order to develop a plan for new and existing business.
• Manage and develop annual client strategies to ensure persistency and profitable growth.
• Lead the renewal strategy for assigned customers. This includes managing applicable internal partners, reviewing and negotiating the financials and ultimately presenting and successfully delivering the renewal.
• Achieve or exceed target persistency, implementations and customer satisfaction.
• Serve as a company leader and subject matter expert in the areas of RFP response development, competitive positioning and other internal subject areas as required.
• Work with all home office functional departments to implement new business and prepare for renewal situations.
• Proactively identify cross sell opportunities within the current book of business.
• Travel, as required, based on the assigned client geographic locations.

Background Profile:

• Experience in sales or service of large case life and disability insurance.
• Ability to experience rate a case a plus

Company Employee Benefits:

• A full scope of employee benefits including health, life, long term disability insurance, 401k and paid time off.