Marketing Specialist
3 weeks ago
Summary
The Marketing Specialist will market both new and renewal business by performing the following duties.
Essential Duties and Responsibilities
- Works with Account Managers and Producers to determine client quoting needs.
- Works with multiple insurance companies to obtain quotes for various lines of business.
- Submits detailed client info into database to obtain accurate rates.
- Reviews quotes for endorsements, exclusions and subjectivities.
- Reviews firm quotes for accuracy before sharing with the producer/client.
- Generates proposal for client.
- Binds coverage once sold.
- Explains proposal info to the Account Manager and/or Producer with carrier specifics pertaining to the clients overall needs.
- Works with carrier marketing reps/underwriters to learn and understand appetite, new and latest product offerings, etc.
- Schedules and/or participate in periodic meetings with marketing reps to ensure knowledge of the products being offered.
- Participates in webinars and learning requirements based on system updates / product changes.
- Performs other related duties and tasks as necessary or as assigned.
- High School diploma or equivalent. College degree preferred. Insurance studies and designations are a plus.
- Active Accident, Property and Casualty Insurance License.
- Minimum 2 years of insurance experience.
- Proficiency in Microsoft Excel, Word and Outlook.
- Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
- Good oral and written communication skills to articulate key information.
- Initiative and willingness to take on additional responsibilities.
- High emphasis on teamwork, collaboration, data analysis, and process innovation.
- Self-starter and work with direction and taking ownership of areas of responsibility.
- Detail-oriented.
Benefits
- Health, dental, and vision benefits
- Flexible Spending Account and 401k Plan with matching
- Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
- 8 Paid Holidays Per Year plus your birthday and a day to volunteer
- Generous paid time off package
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