Commercial Lines Marketing Lead

4 days ago

Orlando, Florida, United States McGriff Insurance Services Full time
Job Description

The Commercial Lines Marketing Lead will be responsible for leading and coordinating marketing activities on new and renewal business, as well as supporting the Producer in sales activities. This role requires a strong understanding of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes.

Key Responsibilities
  • Provide consultative support to clients on coverages and marketing matters, identifying and understanding client needs and providing recommendations with supporting rationale.
  • Assist the Producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
  • Build and maintain key client and carrier relationships through phone, email, and in-person interactions.
  • Stay up-to-date on the current marketplace and capabilities of providing alternatives for the transfer of risk.
  • Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives, as well as promote and drive utilization of best practices.
  • Negotiate pricing, policy conditions, and terms with selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
  • Collect client information and provide analyses and recommendations of coverage needs to the Producer and client.
  • Lead the renewal process, prepare company applications and submissions to appropriate markets, and prepare proposals, finance agreements, and other presentations as requested.
  • Present coverage and renewal recommendations to the client, and direct and lead renewal strategy, mid-year reviews, and annual stewardship meetings as requested.
  • Visit prospects and/or clients with the Producer and/or other teammates as required.
  • Understand and utilize the client management system(s) and other relevant technology platforms.
  • Attend seminars, classes, and carrier meetings to stay current on new products available for clients and acquire expertise in legislative changes.
  • Be a resource to teammates and be knowledgeable about insurance carrier products and programs.
  • Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.
  • Back up and support account teams as required on interim marketing or technical support assistance.
Qualifications
  • Bachelor's degree or equivalent education and/or related experience.
  • Five years of relevant insurance industry experience.
  • Appropriate insurance license(s).
  • Considerable knowledge of markets, policies, and coverage issues for all states and industries serviced.
  • Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures.
  • Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale.
  • Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates.
  • Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff.
  • Discretion and problem-solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
  • Ability to travel overnight.

McGriff Insurance Services is an Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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