Commercial Lines Marketing Specialist

1 week ago


Newport Beach, California, United States Jobot Full time
Job Summary

This role is part of the Commercial Lines Placement Team at Jobot, where the Commercial Placement Specialist (Large Commercial) 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.
  • Input and update prospective client and policy information in the agency management system.
  • Maintain timelines and processes during the new business process and remarketing renewal process.
  • Review insurance policies and contracts, making recommendations for improvement.
  • Develop insurance specifications for each line of coverage, using Acord applications and firm's agency management system.
  • Analyze excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss-sensitive programs when necessary.
  • Answer prospect and carrier phone calls.
  • Update pipeline reports for prospective accounts being marketed.
  • Handle confidential and non-routine information.
  • Facilitate the placement of accounts with Strategic Carrier Partners.
  • Work independently and within a team on special and non-recurring projects.
Requirements
  • Able to work with minimum supervision.
  • Knowledge of MS Office Products (Word, Excel, Outlook, PowerPoint, SharePoint, Teams).
  • Strong attention to detail to ensure document accuracy.
  • Minimum 5 years of relevant Commercial Lines experience required, with preferred experience in the middle market/large business segment.
  • Experience with a broker/agent, including marketing accounts to carriers; Bachelor's Degree, or equivalent experience required.
  • Previous Applied Epic experience.


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