Commercial Lines Marketing Representative

2 weeks ago

Newport Beach, California, United States Jobot Full time
About the Role

We are seeking a highly skilled Commercial Lines Marketing Representative to join our team at Jobot. As a key member of our Commercial Lines Placement Team, you will be responsible for marketing property and casualty insurance programs to both prospective and renewal accounts.

Key Responsibilities
  • Input and update prospective client and policy information in our agency management system.
  • Maintain a timeline and process during the new business process and remarketing renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
  • Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
  • Review insurance policies and contracts and make recommendations for improvement.
  • Work with others to prepare property and casualty insurance submissions, including insurance specifications for each line of coverage, Acord applications using our agency management system, loss summaries, prospect profile, exposure schedules, etc.
  • Rate risks on insurance carrier's websites and within Auris Rater.
  • Create, Submit, and Process Broker of Record Letters.
  • Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
  • Answer prospect and carrier phone calls.
  • Attend prospects meetings with producer, as needed.
  • Maintain familiarity and working relationship with various insurance companies and wholesalers.
  • Responsible for updating pipeline report for prospective accounts being marketed.
  • Handle confidential and non-routine information.
  • Abide by and maintain all licensing requirement, including continuing education.
  • Facilitate the placement of accounts with Strategic Carrier Partners.
  • Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
  • Work independently and within a team on special and nonrecurring and ongoing projects.
Requirements
  • High sense of ownership within ambiguous environment.
  • Strong technical skills with knowledge of coverage terms and conditions and market familiarity.
  • Able to travel on an as needed basis.
  • Able to work with minimum supervision.
  • Excellent communication and interpersonal skills.
  • Knowledge of MS Office Products, (Word, Excel, Outlook, PowerPoint, SharePoint, Teams).
  • Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
  • Strong organizational skills and ability to handle multiple tasks and prioritize work.
  • Demonstrated flexibility and adaptability to changing priorities and deadlines.
  • Strong attention to detail to ensure document accuracy.
  • Able to work effectively in a team environment with strong customer service skills.
Education/Experience
  • Minimum 5 years relevant Commercial Lines experience required, with preferred experience in middle market/large business segment.
  • Experience with a broker/agent, including marketing accounts to carriers; excellent knowledge of California markets.
  • Bachelor's Degree, or equivalent experience required.
  • Licensed in property & casualty insurance.
  • Previous Applied Epic experience.
  • CIC, ARM, AAI or CPCU preferred.
Benefits & Perks
  • Competitive Compensation.
  • Industry Leading Healthcare.
  • Savings and Investments.
  • Charitable Giving Programs.
  • Offering hybrid work option.
  • Opportunities for Growth.
  • Parental Leave.
  • Generous time away.

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