Group Captive Marketing Coordinator

We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. The posting includes Position Summary, Essential Tasks (Captive Unit responsibilities, Agency management responsibilities), Core Competencies, Experience and Education, Licensing and Credentials, Systems, Physical Requirements, Benefits & Compensation, plus notice to recruiters (boilerplate to remove). Also there is "Supervisory Responsibilities: None" - we can drop as minor metadata. We need to map content to sections. - About the role: could be Position Summary. Use

About the role

then

Position Summary: ...

(but we should not repeat "Position Summary:" maybe just the sentence). Keep the content. - Responsibilities: combine Essential Tasks (Captive Unit responsibilities and Agency management responsibilities). Use

• for each bullet. The posting has paragraphs with "including, but not limited to:" and then list items separated by commas. We need to extract each duty as separate list items. Let's parse. Captive Unit responsibilities include, but are not limited to: - Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to: - Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing - Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications. - Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process - Analysis of contractual insurance requirements and client needs with agency - Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business - Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business - Attending office and client meetings as needed - Assisting with other marketing duties as assigned Agency management responsibilities may include, but are not limited to: - Coordinating/scheduling business travel arrangements for Agency Managing Director - Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer - Coordinating/Completing other administrative duties as assigned or requested We need to list each as
• . Might combine similar items. We'll produce

  Responsibilities

  then
  with items. - Core Competencies: list each competency as
  • . The posting lists many bullet-like sentences separated by line breaks. We'll extract each. - Experience and Education: we have "High School diploma or equivalent required; Bachelor’s degree preferred" and "3 years of property and casualty insurance related experience, preferably with an in-depth understanding of insurance". Could be under Requirements or Qualifications. We'll decide: Use

    Qualifications

    for education/experience. Or Requirements. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose Qualifications for education/experience, Requirements for licensing/credentials/skills? But we also have Skills (Systems proficiency). Let's map: - Qualifications: Education and Experience (High School diploma or equivalent required; Bachelor’s degree preferred; 3 years of property and casualty insurance related experience, preferably with an in-depth understanding of insurance) - Requirements: Licensing and Credentials (Active Property and Casualty license required (company will help candidate obtain licensure if needed)) - Skills: Systems (Proficient with Microsoft Excel, Word, PowerPoint, and Outlook; Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable) - Physical Requirements maybe could be omitted unless we have a section for it? Not in allowed headings. Could drop or incorporate into Qualifications? Probably drop as not requested. - Benefits & Compensation: we have benefits description. Use

    Benefits

    with
    • items. - Pay and Schedule: not provided, so omit. We must not include boilerplate like "Notice to Recruiters and Staffing Agencies". Remove. We must preserve all substantive information. Ensure we don't lose any details. Let's craft HTML. Structure:

      About the role

      The Group Captive Marketing Coordinator is a dual support role that will report directly to the agency’s marketing director (Captives), while also having a limited scope of administrative assistant responsibilities assigned by management.

      Responsibilities

      • Assist with the compilation and completion of timely and accurate market submissions for captive new and renewal business.
      • Catalog and/or maintain client submission records within the office share drives, agency management system (Epic), and other third‑party software as appropriate and in accordance with agency standards.
      • Communicate with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications.
      • Interact (at the discretion of the marketing director) with carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process.
      • Analyze contractual insurance requirements and client needs with the agency.
      • Assist in requesting loss runs, claims analysis, and other applicable items related to captive new and renewal business.
      • Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business.
      • Attend office and client meetings as needed.
      • Assist with other marketing duties as assigned.
      • Coordinate and schedule business travel arrangements for the Agency Managing Director.
      • Complete, submit, and maintain business expense reports and supporting detail for the Agency Managing Director/Producer.
      • Coordinate and complete other administrative duties as assigned or requested.

      Qualifications

      • High school diploma or equivalent required; Bachelor’s degree preferred.
      • Three years of property and casualty insurance‑related experience, preferably with an in‑depth understanding of insurance.

      Requirements

      • Active Property and Casualty license required (the company will help the candidate obtain licensure if needed).

      Skills

      • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
      • Applied Epic experience preferred; knowledge of similar Account Management System (AMS) is acceptable.

      Benefits

      • Medical, dental, vision, and prescription drug coverage.
      • 401(k) plan.
      • Equity incentive plan.
      • Multiple supplemental benefits for physical, emotional, and financial wellbeing.
      • Employee Wellness Program.
      • Company‑paid holidays plus paid time off (PTO).
      We need to ensure we didn't miss any substantive info: The "Physical Requirements" we omitted; but it's not in allowed headings, but maybe we could incorporate into Qualifications? The instruction says we can drop minor metadata. Physical requirements could be considered minor metadata? It's not about pay/schedule/benefits. It's okay to drop. Check we didn't repeat job title as heading. Good. Check we didn't include Job ID/requisition numbers. None present. Check we removed boilerplate: "Supervisory Responsibilities: None", "Notice to Recruiters and Staffing Agencies", etc. Check we preserved all substantive info: Position Summary, responsibilities (captive unit and agency management), core competencies (we omitted? Wait we omitted Core Competencies! We need to include them somewhere. The core competencies list is substantive. We need to include them. Where? Could be under Skills or Qualifications? But we already have Skills for systems. Core competencies are separate. We could add a section

      Core Competencies

      but that's not in allowed headings list. The allowed headings list includes Skills, but not Core Competencies. However we could treat core competencies as Skills? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings, but says "Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." suggests those are examples, not exclusive. But later: "IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It doesn't restrict to only those headings. So we can add Core Competencies as a heading. However the instruction says "Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for those types of content, but we can also use other headings if needed? Safer to map core competencies to Skills? But Skills already used for technical systems. Could we expand Skills to include both technical and core competencies? The heading Skills could encompass both. Let's combine: Under Skills we can list both technical proficiencies and core competencies. That would preserve all info. Thus we need to merge core competencies into Skills section. Let's list core competencies: - Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner - Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly - Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences - Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively - Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals - Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction - Dependability: Acknowledgment of the importance of being present and punctual - Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome - Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously - Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment We'll add these as

      under Skills. Thus Skills section will have both technical and core competencies. Now ensure we didn't duplicate any. Let's produce final HTML. Check for any missing info: "Essential Tasks: Captive Unit responsibilities include, but are not limited to:" we captured. "Agency management responsibilities may include, but are not limited to:" captured. Check we didn't lose "Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to:" we turned into first bullet. Check we kept "Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing" we captured. Check we kept "Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications." captured. Check we kept "Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process" captured. Check we kept "Analysis of contractual insurance requirements and client needs with agency" captured. Check we kept "Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business" captured. Check we kept "Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business" captured. Check we kept "Attending office and client meetings as