Business Insurance Marketing Leader
Marsh McLennan Agency · Lexington, KY · 1 wk ago
OTHRFull-time
About the role
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
Applicants must be within driving distance to our Lexington, KY office to be considered for this role and have the ability to commute to the office a minimum of three days per week.
Responsibilities
- Collaborate closely with production teams to develop placement solutions that meet the needs of small to mid-sized business insurance accounts.
- Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
- Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
- Enter relevant rating information into automated processing systems and quote new business as directed.
- Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products.
- Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed.
- Support authorized carrier directives and guidelines.
- Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed.
- Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
- Maintain established service and quality standards.
- Document files in accordance with company guidelines.
- Execute surplus lines filings as necessary.
- Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.
Requirements
- 3 to 5 years of prior experience in a Business Insurance Client Manager role, including marketing and placement support.
- Associate or bachelor’s Degree preferred.
- Desired experience in commercial rating.
- Advanced designations (CPCU, CIC, AU, ARM, CRM) are a plus.
- Strong listening, verbal, and written communication skills, along with excellent customer service abilities.
- Acute attention to detail, a sense of urgency, and strong problem-solving skills.
- Maintain a positive and respectful attitude towards colleagues.
- Ability to work collaboratively as a team member to achieve profit center and overall company goals.
- Solid negotiation skills, with a strong awareness of attitudes, tone, and timing.
- Established relationships with carriers.
- Intermediate industry and product knowledge.
- Intermediate to advanced proficiency in Microsoft Office products (Outlook, Word, PowerPoint) and advanced proficiency in Excel.
- Experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
- Intermediate understanding of tools such as Reference Connect and Mod Master.
- Commitment to modeling MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Benefits
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities