RFP Marketing Coordinator-NGMA
2 weeks ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Our Culture
Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.
About the Role
The RFP Marketing Coordinator is an analytical and administrative position responsible for the end-to-end project management of Brown & Brown Non-Medical GA Team (NMGA) coverage marketing efforts dedicated to one specific carrier. The RFP Marketing Coordinator coordinates and tracks all new business and renewal marketing efforts for assigned offices/carriers so that they are achieved on time, accurately, and completely.
Essential Duties
Prepares request for proposals for existing clients and new business prospects in coordination with NMGA workflows and local Brown & Brown Office using the Agency Management applications and RFP Software tool.
Gathering and managing all the necessary information to build, analyze and present to the specific carrier the Request for Proposal (RFP), analyzes the carrier proposal, and integrates proposal for carrier comparatives to the local Brown & Brown offices.
Works collaboratively with Carrier Sales Representatives, Carrier Renewal Representatives and Underwriters, taking direction to achieve deliverables.
Remains informed regarding new products, legislation, market trends, underwriting guidelines, and additional industry information.
Maintains RFP log to track New Business and Renewal Marketing activities. Furnishes updates and results to Management for purposes of attaining Carrier Partnership goals.
Notifies NMGA Team of carrier and/or industry changes that may affect current or new clients and develops efficient, creative ways to share this information.
Performs other administrative duties as required.
Skills Required
College degree preferred; HS diploma or its equivalent required.
Knowledge of insurance rating and underwriting principles. Underwriting experience highly desired.
Strong communication skills with the ability to explain complex information.
Advanced Microsoft Office 365, Excel, Word, and PowerPoint skills.
Ability to maintain and research electronic files on the agency's Agency Management Systems.
Strong organizational and analytical skills with the ability to prioritize while maintaining a high attention to detail.
Responsive and self-motivated team player with the ability to communicate verbally and in writing with others to explain complex issues, receive and interpret complex information, and to respond appropriately.
Preferred:
Knowledge of insurance markets with understanding of Group Benefit Plans (Fully Insured vs. Self-Funded/Level-Funded) for all types of coverages included but not limited to: Life, Disability, Leave Vision, Dental, Worksite Voluntary Products.
Knowledge of Federal and State Laws that impact employers (i.e., COBRA, HIPAA, FMLA, ERISA, etc.)
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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