Commercial Lines Senior Marketing Specialist

About the role

The Senior Marketing Specialist will assist commercial agents and support staff with the placement of both new and renewal business across all lines of coverage. This role involves direct interaction with underwriters and brokers to secure coverage on behalf of the agency and agents.

Responsibilities

• Negotiate premiums and terms for all levels of all lines of coverage
• Perform all necessary rating for policy quotation and/or issuance using carrier websites or rating programs; calculate premium when company-rating programs are available
• Conduct comprehensive coverage comparisons between quote terms, past and current premiums, and exposure changes
• Facilitate internal and external meetings as required
• Coordinate and facilitate renewal meetings with agents and support staff to determine marketing suggestions for policy expirations
• Obtain required information throughout the marketing process to secure quotes and terms, keeping producers and support staff informed of efforts
• Work with the Operations Manager to keep commercial lines staff updated on new systems, procedures, and insurance company regulations
• Serve as liaison with company representatives and monitor commercial lines market conditions through regular meetings with underwriters and key contacts
• Meet with company representatives to update carrier appetite and underwriting guidelines
• Collaborate with producers to design proposals demonstrating product knowledge and ensuring client satisfaction
• Troubleshoot carrier and coverage matters professionally to achieve reasonable outcomes for all parties
• Participate in discussions and reviews of the current market situation as it pertains to specific accounts
• Attend sales meetings and maintain ongoing communication with sales staff to support sales and marketing functions
• Participate in seminars and other training to maintain required licenses and develop knowledge and skills

Requirements

• 4-6 years of previous insurance/marketing experience preferred
• Bachelor’s degree in business or related discipline preferred
• Valid, state-issued, property and casualty license (or ability to quickly obtain) required
• CISR or other relevant insurance designations preferred

Skills

• Strong presentation skills
• Excellent PC skills, with proficiency in agency management systems
• Sound knowledge of rating procedures, coverage, and industry operations
• Full knowledge of insurance markets
• Ability to work in a fast-paced, changing priority environment
• Self-motivated and able to prioritize and work independently
• Regular and punctual attendance
• Excellent verbal and written communication skills
• Strong interpersonal skills for effective interaction across all levels
• Ability to promote and maintain a team environment while finding accommodating solutions for customers, companies, and the agency
• Adherence to company policies and procedures, with strict confidentiality

Work Conditions

• Fast-paced, multi-tasking office environment with periodic high disruption and changing priorities
• Approximately 80% sedentary work, exerting up to 10 pounds of force occasionally and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairments

Telecommuting opportunities vary by location, department, and business need and are subject to change. Details on telecommuting and scheduling will be provided by the manager.