Field Marketing Representative

About the role

This position is responsible for managing a defined territory to achieve production and profitability goals by developing and nurturing relationships with professional independent agencies. The role integrates sales and marketing strategies while coordinating with other company departments.

Responsibilities

• Maintain a presence in the assigned territory to promote the company image and drive profitable growth in appointed agencies.
• Assist agencies in marketing, including promotion of co-op advertising support and underwriting within established guidelines.
• Support agency growth and profitability goals with appropriate strategies and tactics.
• Add value to each agency interaction through pre-call planning and effective post-visit follow-through.
• Complete call reporting requirements in a timely manner.
• Prospect and vet prospective new agency appointments within the assigned territory.
• Assist and support new and current agencies with implementation in the Agency Portal(s) and staff training.
• Provide underwriting training to specific agencies or agents in collaboration with company underwriters.
• Work collaboratively with the underwriting department to address questionable underwriting practices or adverse trends.
• Participate in state agency association events and trade shows when appropriate.
• Maximize productive interactions with agencies through the execution of the agency segmentation model.
• Gather relevant coverage and pricing information to help maintain a competitive company posture in the assigned region.
• Formulate solutions for agency or company concerns regarding agency relationships in collaboration with other departments.
• Maintain knowledge of current industry and marketing practices/trends through continuing education.
• Pursue Property and Casualty insurance designations, including but not limited to CPCU.
• Perform other duties as assigned.