Commercial Lines Marketing Representative
4 days ago
We are seeking a highly skilled Commercial Lines Marketing Representative to join our team at Jobot. As a key member of our Commercial Lines Placement Team, you will be responsible for marketing property and casualty insurance programs to both prospective and renewal accounts.
Key Responsibilities:- Market property and casualty insurance programs to prospective and renewal accounts
- Gather, analyze, and organize data to prepare submissions and applications
- Negotiate coverage terms and prepare proposals for prospects
- Communicate effectively within the team environment
- Review insurance policies and contracts to make recommendations for improvement
- Work with others to prepare property and casualty insurance submissions
- Rate risks on insurance carrier's websites and within Auris Rater
- Create, submit, and process Broker of Record Letters
- Analyze excel spreadsheets of prospect client exposure and/or loss data
- Answer prospect and carrier phone calls
- Attend prospect meetings with producer, as needed
- Maintain familiarity and working relationship with various insurance companies and wholesalers
- Update pipeline report for prospective accounts being marketed
- Handle confidential and non-routine information
- Abide by and maintain all licensing requirements
- Facilitate the placement of accounts with Strategic Carrier Partners
- High sense of ownership within an ambiguous environment
- Strong technical skills with knowledge of coverage terms and conditions and market familiarity
- Able to travel on an as needed basis
- Able to work with minimum supervision
- Excellent communication and interpersonal skills
- Knowledge of MS Office Products
- Demonstrated superior presentation or relationship skills
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Demonstrated flexibility and adaptability to changing priorities and deadlines
- Strong attention to detail to ensure document accuracy
- Able to work effectively in a team environment with strong customer service skills
- Minimum 5 years relevant Commercial Lines experience required
- Experience with a broker/agent, including marketing accounts to carriers; excellent knowledge of California markets
- Bachelor's Degree, or equivalent experience required
- Licensed in property & casualty insurance
- Previous Applied Epic experience
- CIC, ARM, AAI or CPCU preferred
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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