Insurance Marketing and Customer Relationship Manager

1 week ago


Riverdale, New Jersey, United States Choice Financial Group Full time
About the Role

We are seeking a highly skilled Wholesale Marketing and Customer Service Rep to lead our marketing, tracking, binding, and service of Choice Financial Group retail branch wholesale submissions. This role will focus on developing relationships with Choice Financial Group retail branch agencies and insurance markets, primarily consisting of commercial clients.

Key Responsibilities:

  • Manage the Choice Financial Group wholesale book of business to include new submissions and renewal business.
  • Work with retail agencies to market and place their wholesale submissions.
  • Create and develop relationships within the Choice Financial Group family of business partners.
  • Maintain solid relationships with Choice Financial Group wholesale insurance partners.
  • Complete the quoting process using knowledge of Surplus and Admitted markets and technical expertise to provide a solution prospect.
  • Work collaboratively with the account management team to maximize results.
  • Stay current on industry standards through continuing education and industry news.

Qualifications:

  • Property and Casualty Insurance License
  • Minimum of 3-5 years experience as a Commercial CSR at either a retail or wholesale agency
  • Minimum of 2-3 years Wholesale Agency experience
  • Working knowledge of EPIC, AMS360, or similar customer management system
  • Experience marketing and servicing Surplus Lines Business

Benefits:

  • Employee Health Benefits (medical, dental, vision)
  • 401K Retirement Plan
  • Employer-paid Group Life Insurance
  • Paid time off
  • Paid holidays
  • Paid bereavement
  • Gym membership reimbursement
  • Employee referral bonus


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