National Marketing Specialist

Description: The Floating Marketing Specialist position will be responsible for the market evaluation and placement of new business submitted by Personal Risk Specialists. This position requires extensive underwriting knowledge of the middle markets and high net worth with the ability to evaluate and

negotiate terms in the best interest of our clients. The position will establish and maintain strong, productive relationships with management, producers, and carriers.

Responsibilities:

•   Review and analyze insurance submissions (coverage, limits, deductibles, retentions, classifications, et al) for new; recommend improvements to strengthen insurance coverage.

•   Market submissions to carriers, including application preparation, loss analysis and other pertinent information for professional, quality new submissions. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes.

•   Analyze and compare carrier quotes for proper coverages, terms and conditions.

•   Communicate and build rapport with insurance company underwriters and brokers to obtain insurance quotes and negotiate pricing, terms and conditions.

•   Respond to underwriters’ questions in a timely and professional manner.

•   Maintain a high degree of accuracy in agency management and document management systems.

•   Collaborate with Personal Risk Specialist to ensure marketing expectations are being met, agency procedures are followed and marketing activities are adequately documented in agency

management system.

•   Complete other related duties as assigned.

•   Will provide Marketing Coverage in other Regions as needed for business continuity.

Knowledge, Skills and Abilities:

•   5 years’ experience in Personal Risk Property & Casualty Insurance along with comprehensive

understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.

•   High School Graduate. College degree preferred, but not required.

•   Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon time frame.

•   Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.

•   Strong written, oral and interpersonal communication skills.

•   Ability to carry out complex tasks with many concrete and abstract variables.

•   Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/WorkSmart preferred, but not required.

•   Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.

•   Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

•   Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.

•   Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

•   Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the

company.