Commercial Lines Marketing Coordinator

Position Summary:  The Commercial Lines Marketing Coordinator will be responsible for accurately and efficiently assisting the Marketing Team with new business data entry into EPIC and performing online rating with our carriers. 

Supervisory Responsibilities: None

Essential Tasks:

• Enter prospect and client details into agency management system (EPIC) from information provided by producers (i.e. copies of policies, prospect evaluation forms, website review, etc.). Proactively discuss questions regarding accounts, markets, coverages and pricing with Marketing Team and / or Producers.
• Rate new business in various carriers’ portals / systems using risk information provided by the producer and publicly available information. Assist Account Managers with rating renewal accounts when manual rating is required by carrier for terms and conditions.
• Develop strategy with Producers and / or Marketing Team to confirm overall new business strategy including, but not limited to, which carriers to approach, who will reach out to prospect/client for additional information, etc.
• Document marketing correspondence and emails per Higginbotham Guidelines within EPIC.
• Ensure that any subjectivities are discussed, reviewed and completed.
• Obtain any information needed to properly rate an account including loss runs, loss summaries, drivers lists, property location lists, etc.
• Understand and know when to request credit from various carriers. Know how to locate and apply credits and discounts and know how to locate expense constants and Experience Modifications in state rate pages.
• Consult with Marketing Manager when needed.
• If coverage is written, ensure EPIC is updated with details outlining the coverage bound, and order all policies from the companies while confirming the final pricing and any coverage changes.
• Have a good understanding of commonly used carrier rating applications and know what information is needed to receive a bindable quote.
• Assist Marketing Team as directed.
• Perform special projects at management’s request.
• Follow all systems and procedures set up by the agency, including those outlined in the Commercial Lines Procedures Manual.
• Assist with updating Carrier Contact Spreadsheet and Commission Schedule on Share Point site when any updates are made known.
• Have a good understanding of various lines of insurance coverage.
• Train other employees in rating at management’s request.
• Maintain a predictable and reliable work schedule.

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• Superior interpersonal and customer service skills to build carrier relationships and negotiate in the best interest of the client and the agency
• In-depth knowledge of commercial lines coverages and markets
• 1-2 years of Commercial Property & Casualty Insurance Account Management or Marketing experience required

Licensing and Credentials:

• Property & Casualty license required

• Certified Insurance Counselor (CIC) or equivalent designation strongly preferred

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity – the potential for growth within the company

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions