Marketing Coordinator

About the role

Responsible for the marketing of assigned new and renewal accounts, determining markets, obtaining and evaluating quotations, negotiating terms and pricing, and making recommendations to sales staff. Maintains knowledge of carrier underwriting criteria and marketing requirements, proficient with carriers' online rating systems, develops full working knowledge of agency standards and marketing workflows, prepares accurate submissions, proposals, policy orders and binders, assists with transitioning accounts to service teams, performs customer service on commercial property & casualty accounts, collaborates with commercial producers to identify coverage gaps and recommend best offerings.

Responsibilities

• Prepares submissions & quote proposals, negotiates terms, assists Account Executives with developing presentation strategy, finishes process with account binding and file documentation (20%).
• Following department and agency procedures, performs or oversees all key servicing aspects of assigned commercial accounts within the agency management system and/or carrier websites, including new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents; ensures system documentation is professional, thorough, concise, and free of typographical errors (20%).
• Identifies commercial account customer issues or concerns by listening and clarifying comments, researching system files, procedures, and guidelines to determine needed action, then provides accurate verbal or written response regarding existing coverage levels and recommends additional products or services to minimize coverage gaps when applicable (20%).
• Utilizes insurance carrier online rating portals to obtain quote proposals (15%).
• Performs coverage reviews and works with Account Executives to make recommendations and develop strategy for marketing and placement (10%).
• Regularly works with Agency service team to identify accounts that need to be remarketed on renewal and helps with seamless transition on accounts moving from marketing to service department (5%).
• Meets with insurance carrier underwriters to keep current on market conditions, carrier appetite, and process for efficient account quoting (5%).
• Performs other duties as assigned (5%).

Requirements

• New York State Property & Casualty Brokers License.
• 3‑5 years commercial lines account experience required.
• Associate degree or equivalent work experience.
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire.
• Professional Insurance designation required or ability to obtain within 12 months of hire.
• Occasionally attends Insurance Company functions, meetings, and seminars at offsite locations; ability to travel regionally.
• Physical requirements: ability to communicate effectively with internal/external customers; stationary 75% of the time or greater; ability to move objects up to 10 lbs.

Skills

• Excellent written and oral communication skills.
• Knowledge of Microsoft Word, Excel, Outlook and Explorer