Insurance Marketing Specialist

JOB DESCRIPTION

The Marketing Specialist will be responsible for providing excellent attention to detail of assigned clients and/or policies, while working closely with Account Managers, Account Executives and Producers.

MAJOR RESPONSIBILITIES

• Negotiate with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming to laws, regulations and requirements governing the insurance industry.
• Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
• Works with Producers as appropriate to grow and expand referral sources.
• Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
• Uses Epic to complete funnel and other internal information tracking reports as required.
• Uses the Epic System in an accurate and timely manner to enter and maintain all account information.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
• Create Hotaling Proposals
• Assist Producers in presenting proposals when needed
• Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
• Complete all task/duties as assigned

REQUIRED SKILLS/QUALIFICATIONS

• Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
• Must have a working knowledge of PURE, AIG, Chubb, Cincinnati, and Berkley One
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced environment
• Ability to work within a team environment
• Minimum 3 years of experience preferred
• Ability to self-direct the completion of job duties