Commercial Lines Marketing Specialist

Job Summary

The Marketing Specialist will assist commercial agents and support staff with the placement of both new and renewal business and coverages of all lines of business. The Marketing Specialist will deal very closely and directly with underwriters and brokers, on behalf of the agency and agents, during the process of securing coverage. 

Essential Job Functions

• Negotiate premiums and terms for all levels of all lines of coverage
• Perform all necessary rating sufficient for policy quotation and/or issuance on the carrier website or rating programs, and calculate premium when the company-rating program is available
• Perform comprehensive coverage comparisons between quote terms and conditions, and past and current premiums, including exposure changes
• Meet with company representative(s) to update carrier appetite, underwriting guidelines, etc.
• Facilitate internal and external meetings, as needed
• Coordinate and facilitate renewal meetings with agents and CSRs to determine marketing strategy for policy expirations 
• Obtain the required information throughout the marketing process, needed to secure quotes and terms
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development. 
• Troubleshoot carrier and coverage matters in a professional manner with the most reasonable outcome for all parties concerned.

Additional Responsibilities 

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department. 

Job Qualifications

• Property and Casualty Broker/Agent License
• 3-5 Years of previous commercial property and casualty experience preferred
• Bachelor’s degree in Business, or other related field, preferred
• CISR or other related insurance designations preferred

Knowledge, Skills, and Abilities

• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies ,and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions and Accommodations

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment