What are the responsibilities and job description for the Commercial Insurance Broker position at The Demarco Group?
Hybrid role- Seeking a P&C SVP- SR AE role with real estate experience working with a top 10 privately held broker in the world with a dynamic culture and service model.
This is a Producer Resource Group role with an opportunity to be the right arm to a top CA producer in assisting with project management, deal flow, winning and retaining business.
ESSENTIAL DUTIES
1. Manage the prospect pipeline, including ongoing outreach to progress opportunities through the sales pipeline.
2. Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.
3. Help create, implement, and manage external branding opportunities to increase Lockton and Producer’s exposure to the business community and prospects through networking, trade associations, business groups, and social media.
4. Manage meeting preparations to ensure the Producer is prepared and the meeting outcome is successful, including analyzing data, leading input from teams on strategy, developing consistent communication, and preparing documents.
5. Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.
6. Research new prospects, cold calls, and network to generate a sales pipeline.
7. Creation of world class presentations with custom content.
8. Manage identified client accounts on behalf of Producer with little guidance or oversight.
9. Maintains excellent client relationships by attending client meetings with or on behalf of Producer.
10. Develops and maintains strong industry relationships, locally and nationally, in support of Producer’s areas of expertise.
11. Resolves client complaints, disputes, and grievances with internal and external partners.
12. Participates in negotiations with carriers for new and renewal quotes as needed by account team.
13. Develops, maintains, and audits new and lost business tracking systems, providing read-outs, and reporting to leadership.
14. Works in conjunction with the Producer to create the Producer’s annual budget, and independently maintains data, provides reporting and analysis, and recommendations to Producer. 15. Works in conjunction with Producer, account team, and unit manager on client revenue forecasting and resource allocation. 16. Develops relationships with account teams to ensure positive client outcomes and that teams can meet the desired standard of service. 1
16. Create and manage standard operating procedures for maximum efficiency and optimal results. Areas of focus: new client onboarding, renewal process, existing client engagement strategy, and revenue tracking/reporting.
Salary : $200,000 - $300,000
