What are the responsibilities and job description for the Wholesale Marketing and Customer Service Rep position at Choice Financial Group?
CHOICE FINANCIAL GROUP LLC is an EEO employer - M / F / Vets / Disabled
Choice Financial Group is an industry leader specializing in delivering strategic support for the profitable growth of property and casualty, life, health, and employee benefits insurance agencies. With our firm commitment to the industry, we are expanding our market presence through targeted acquisitions and organic growth. The company's recognition as one of the fastest-growing companies in our industry by INC 500 and one of the top 100 brokers of U.S. business by Business Insurance reflects our commitment.
PositionDescription :
As a Wholesale Marketing and Customer Service Rep , you will lead the marketing,tracking, binding, and service of Choice Financial Group retail branch wholesale submissions,primarily consisting of commercial clients. You will develop relationshipswith Choice Financial Group retail branch agencies and insurance markets. This will include both surplusesand admitted market submissions. You will be responsible for building ourbusiness and servicing the clients of the Choice Financial Group retail branches, including annualreviews and seeking opportunities to present products that enhance theirinsurance portfolio.
PrimaryResponsibilities & Essential Functions :
- Manage the Choice Financial Group wholesale book of business to include new submissions and renewal business.
- Work with retail agencies to market and place their wholesale submissions.
- Create and develop relationships within the Choice Financial Group family ofbusiness partners
- Maintain solid relationships with Choice Financial Group wholesale insurance partners
- Complete the quoting process using knowledge of Surplusand Admitted markets and technical expertise to provide a solution prospect.
- Work collaboratively with the account management team tomaximize results.
- Working knowledge of Applied EPIC system to support themarketing process, including input of accurate and timely information relativeto the first meeting and quoting process.
- Stay current on industry standards through continuingeducation and industry news
- Make recommendations, when necessary, on expandinginsurance market appointments
- Process new business, renewals, audits, and billing forChoice Financial Group wholesale book of business
Qualifications :
Requirements :
Benefits :
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