Commercial Lines Marketing Representative

4 days ago


Newport Beach, United States Jobot Full time
Job Title: Commercial Lines Marketing Representative

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
Requirements:
  • 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
Education/Experience:
  • 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
Benefits & Perks:
  • 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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