Commercial Lines Marketing Specialist

Position Summary:  The Commercial Lines Marketing Specialist will be responsible for new and renewal marketing of all lines of commercial insurance risks, collaborating with Account Managers, Account Executives, and sales producers to earn new business and retain current clients by building effective marketing strategies.

Supervisory Responsibilities: None

Essential Tasks:

• Review current insurance programs, rate information and claims data to determine the best markets for placement
• Assist with information gathering to prepare submissions to underwriters
• Work with underwriters on the client’s behalf to obtain appropriate quotes, and review quotes to verify coverage and rates
• Prepare client proposals in accordance with agency guidelines and standards, and reviewing proposals for accuracy
• Maintain Agency Management System with marketing data, correspondence, applications, and quotes

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
• 3-5 years of Commercial Property & Casualty Insurance Account Management or Marketing experience required

Licensing and Credentials:

• Active FL 2-20 P&C 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

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