Commercial Lines Marketing Client Manager
3 weeks ago
Duties and Responsibilities
- Stay informed about the latest developments in industry and market trends
- Serve as a resource to clients and other staff members in these areas.
- Coordinate and meet with carriers during their visit to our office. Keep all other employees informed of meeting and decide who needs to participate. From time-to-time carrier relationship development might require dinner meetings, social functions, and travel.
- Research new carrier opportunities and develop relationships with our current carrier contacts.
- Assist Producers and Management with research and development of niche opportunities.
- Negotiate with carriers to secure broad coverages and competitive pricing for new business
- Prepare proposals, binders, and invoices. Confirm policies are issued per marketing instructions and account is set up correctly in agency management systems per agency guidelines
- Participate in prospecting or proposal meeting with producers.
- Maintain documentation through marketing files and agency management system
- Provide support to the department manager with any project or task that needs completing.
- Contribute a positive, respectful, pleasant work environment.
- 4-5 years Property & Casualty insurance experience.
- Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
- The ability to effectively communicate both orally and in writing.
- Good interpersonal skills, customer focus and ability to work as part of a team.
- Competitive spirit.
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