P&C Lead Marketer

Description

50% Relationships and Marketing

• Assists Producer to collect data from prospect needed to market account for all lines ofcoverage.
• Developing quality submissions to carriers for appropriate types of coverage.
• Submitting information to insurance carriers and negotiating premiums and coverage in a timely manner.
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• Negotiating with carrier personnel and underwriters to develop the most attractive proposal for our prospects.
• Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size andsituation.
• Interacting regularly to build conducive and personal relationships with carrier personnel; this includes, managing phone calls and emails in a timely manner and attending off-site meetings as scheduled for relationship building and product knowledge.
• Preparing formal proposals and communicating to Sales Producers.
• Developing Producer/Director confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
• Handling complex policy issues and finding resolution with minimal Producer/Director involvement.

30% Insurance Knowledge

• Knows coverage for various Property and Casualty lines of business and is capable of researching additional resources to gain more knowledge. Applies this to all other areas of responsibility.

10% Teamwork, Communication and Organization

• Works together with team and with other departments, such as Sales Producers, Client Advisors,etc.
• Plans and discusses the execution of strategies. Meets deadlines set forth by Producers.
• Volunteers to back up and/or assist others as needed. Manages PTO with departmental needs.
• Completes special projects as assigned by the Director.

10% Determination

• Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or

ability required. Reasonable accommodations may be made to enable individuals with disabilities

to perform the essential functions. The employee is responsible for adherence to the stated

expectations of the Management Program.

Language Skills

• Ability to read, analyze, and interpret complex documents, such as insurance policies.
• Ability to effectively present information and respond to questions from groups of current or potentialcustomers, insurance carriers and the general public.

Mathematical Skills

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues minimal Producer/Director involvement.

Computer Skills

• To perform this job successfully, an individual should have knowledge of Agency Management Systems, Excel Software, Design Software, Spreadsheet Software, Word Processing Software,and Internet software.

Education and/or Experience

• At least three years related insurance experience and/or training, preferably handling multi-line, commercial accounts; or equivalent combination of education and experience.

Certifications

• Must hold applicable state insurance license or have the ability to obtain such within 90 days of

employment. Must be able to obtain insurance designations as set forth by the organization’s

education plan.