Commercial Insurance Marketing Specialist/Broker

2 weeks ago


Rochester, New York, United States National Financial Partners Full time
Job Summary:

National Financial Partners (NFP) is a leading provider of insurance and financial services. We are seeking a Commercial Insurance Marketing Specialist/Broker to join our team. As a key member of our brokerage team, you will be responsible for providing marketing and brokerage support to our producers and clients. Your primary focus will be on developing and implementing effective risk financing and risk transfer solutions for our clients.

Key Responsibilities:

• Participate in the analysis of clients' or prospects' existing programs and ensure requirements.
• Effectively negotiate with insurance carriers; drives financial and non-financial outcomes that support organic revenue development and retention.
• Ensure placements are handled according to NFP's service model standards and timelines.
• Support the team in developing client/prospect diagnostics working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.
• Assist in timely production of required documentation and follow-up, ensuring timely flow of materials.
• Assist team members with proposal development for existing and prospective clients.
• Respond to client queries and concerns to resolve issues promptly.
• Review binders and policies to ensure terms and conditions are accurately reflected.
• Attend client meetings with team; leading to refined and enhanced client communication and presentation skills.
• Present to local account executives, participate in RFPs, occasional client meetings and conference calls.
• Support the deployment of data and analytics to provide program insights for clients and the broking team.
• Develop productive business relationships with key insurance underwriters and local NFP account teams.
• Cultivate a thorough understanding of markets to better assist the producer team.
• Execute on NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.
• Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.
• Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.

Requirements:

• Two plus years of commercial lines experience or equivalent is preferred.
• Bachelor's degree preferred. A high school diploma or equivalency is required.
• Working knowledge of carrier underwriting practices and processes preferred.
• P&C License required upon hire or able to obtain within 60 days of hire along with having relevant commercial lines experience.
• Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

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