Marketing Specialist Lead

Essential Duties And Responsibilities

• Fosters and manages overall relationship with insurance carriers, wholesalers, and other third party vendors to ensure retention of middle and large market book of business
• Supports Producer in developing new business opportunities for existing clients and prospects
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies
• Works on renewal strategy with Producer and Account Manager to obtain competitive quotes
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with Producer
• Binds insurance coverage and prepares binders and/or delegate certificates issuance
• Notifies producer of pertinent information related to client retention
• Meets with clients as needed or directed by Producer
• Provides mentoring to staff to support immediate supervisor/Marketing Manager

Qualifications

• Bachelor's Degree or equivalent combination of education and experience
• Eight (8) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License

Skills

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Proficient in Microsoft Office Suite

Benefits

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.