Customer Service and Marketing Specialist

Job Description

Job Description

Objective

The Customer Service and Marketing Specialist is responsible for assisting the agency owner with the development and implementation of targeted marketing and lead generation programs to identify new prospects, cross-sell opportunities, and grow the agencys brand in the community. They provide excellent customer experience for potential and existing customers

Marketing

• Organizes and manages the process for identifying market opportunities
• Develops, communicates and implements marketing strategies
• Aligns with current brand marketing strategies to ensure continual development of lead generation
• Manages agency social media content development, interactions, and as applicable, advertising
• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships and reviewing accounts for additional coverage and enhancements
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Drives customer satisfaction by following best practices : Personal Insurance Review, rate revision notification, and claims process
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Schedules appointments with existing or prospective customers for agency employees

Community Development

• Develop a network of community contacts
• Researches opportunities and manages agency-sponsored special events
• Promotes insurance-related topics and products in the community
• Coordinates outreach and engagement efforts

Education / Licenses / Designations

• Must be willing to get a WI Insurance license

Role Requirements

• Solid knowledge and understanding of marketing concepts, strategies, practices, and tools
• Ability to work independently to plan, set priorities, and organize work
• Active involvement in the local community
• Excellent oral and written communication skills
• Demonstrated experience with PC software applications (Microsoft Office Suites, Internet Explorer)
• Experience using a wide range of digital devices
• Experience with social media platforms

Preferred Knowledge / Skills / Education / Designations

• Demonstrated knowledge of insurance concepts and principles
• Demonstrated effective multi-line insurance marketing and sales experience