What are the responsibilities and job description for the Commercial Lines Marketing Specialist position at Alera Group?
Overview:
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Job Summary: Looking for a highly motivated In-House Marketing Specialist. The ideal candidate will be self-starter with a proven record of customer service and support. This position is responsible for marketing accounts to the various carriers we partner with - this includes managing pipelines, compiling and filling out submission documents, negotiating with carriers as required, preparing proposals, etc.
Responsibilities:
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West Texas Insurance Exchange, an Alera Group Company, is looking to add a Commercial Lines Marketing Specialist to our team in Midland, TX.
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Job Summary: Looking for a highly motivated In-House Marketing Specialist. The ideal candidate will be self-starter with a proven record of customer service and support. This position is responsible for marketing accounts to the various carriers we partner with - this includes managing pipelines, compiling and filling out submission documents, negotiating with carriers as required, preparing proposals, etc.
- Effectively manage a pipeline of new/renewal business accounts
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Partner with Producers to collect and obtain all necessary and required documents
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Complete all account and client forms required for carrier submission
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Submit accounts to carriers to obtain quotes
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Document all correspondence and key details within CRM and Agency Management applications
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Keep track of, and follow-up on, all pending quotes
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Respond to underwriting inquiries and requests for additional details
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As quotes are received, proactively review accounts to identify items that should be addressed / re-reviewed with the carrier underwriters and or brought to the attention of the Producer
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Strategically assess quotes received to recommend / determine the ideal carrier selection
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Prepare customer proposals
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Send out finalized documents for customer signatures
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Partner with account servicing team to assure accounts are entered into our Agency Management System
- General miscellaneous tasks as required by management
- TX Property and Casualty (P&C) Insurance License required
- Oil & Gas Industry Experience preferred, but not required
- Experience in Applied EPIC & Indio preferred
- Familiarity with Carrier websites is a plus
- Proficient in Microsoft 365 (i.e., outlook, word, excel, etc.)
- High School diploma or equivalent required
- Must be good with numbers, analytical and yet have great communication skills
- Communicate effectively with brokers, underwriters, customers, and sales representatives
- Strong attention to detail - must document all correspondence within respective agency management and CRM applications
- Must be highly organized and able to work in a fast-paced environment
- Flexibility to adapt to organizational needs as required
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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