Marketing Analyst

4 days ago

Houston, Texas, United States Truist Full time

About the Role:

We are seeking a highly skilled Marketing Analyst to join our team at Truist. As a Marketing Analyst, you will play a critical role in supporting our producers, marketing account executives, and marketing specialists in the preparation and execution of marketing and placement of insurance coverages with carriers.

Key Responsibilities:

  • Assist producers and account teams in collecting prospect and client information.
  • Obtain loss runs, prepare loss summaries, and perform loss history analyses, stratifications, and loss forecasters as requested.
  • Research claims issues related to loss runs/loss summaries.
  • Obtain, analyze, and review experience mod worksheet calculations and relevant information from other analytical and evaluative tools and sources.
  • Quote and rate various online programs for multiple insurance carriers.
  • Support the submission process, including developing submissions, creating transmittal communications for sending submissions to carriers.
  • Follow up with carriers to confirm receipt of submissions and assist with obtaining and providing additional information requested by carriers.
  • Compare coverages, terms, and conditions of quotes.
  • Prepare proposals, finance agreements, other presentations, and/or certificates of coverage as requested.
  • Become proficient with the usage and ability to learn all relevant insurance company rating programs.
  • Create documents/spreadsheets to assist in marketing of accounts.
  • Document account/computer files per procedures and requirements as requested.
  • Understand NFIP guidelines and requests for policy issuance.
  • Process binder request forms and supporting documentation as requested.
  • Attend and meet with carrier representatives as requested.
  • Become knowledgeable about insurance carrier products and programs.
  • Build and maintain key client and carrier relationships by phone, email, and in person.
  • Assist producers in sales efforts, including responding to Requests for Proposals and participating in prospect meetings as requested.
  • Understand and utilize the client management system(s) and other relevant technology platforms.
  • Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
  • Other projects, job duties, and responsibilities as requested by producers, account teams, and/or management.

Requirements:

  • High School Diploma or equivalent education.
  • Relevant insurance industry education, training, or experience.
  • Appropriate insurance license(s).
  • Basic insurance knowledge with a strong desire to learn and achieve insurance designations such as Accredited Advisor in Insurance (AAI), INS, Certified Insurance Counselor (CIC), (Certified Risk Manager) CRM, Chartered Property Casualty Underwriter (CPCU)) or equivalent.
  • 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 and successfully interact with clients, carriers, and teammates.
  • Discretion and analytical skills to analyze client information, proposal competitiveness, etc.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
  • Ability to travel overnight.

Preferred Qualifications:

  • College degree or equivalent education and/or experience.
  • Insurance industry certifications in addition to necessary license(s).
  • Significant prior insurance industry experience and knowledge of carriers and markets.

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