Description: The Insurance Marketer will provide marketing for Commercial Line accounts and maintain strong relationships with carriers through the following duties. 50% Relationships and Marketing
30% Insurance Knowledge
- Assisting with or collects data from prospect needed to market account for all lines of coverage.
- Developing quality submissions to carriers for appropriate types of coverage.
- Submitting information to insurance carriers and negotiates premiums and coverage in a timely manner.
- Negotiating with carrier personnel and underwriters to develop the most attractive proposal our prospects.
- Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size and situation.
- Interacting regularly to build conducive and personal relationships with carrier personnel; this includes, managing phone calls and emails in a timely manner and attending off-site meetings as scheduled for relationship building and product knowledge.
- Preparing formal proposals and communicating to Sales Producers.
- Developing Producer/Director confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Handling complex policy issues and finding resolution with minimal Producer/Director involvement.
Knows coverage for various Property and Casualty lines of business and is capable of researching various resources to gain more knowledge. Applies this to all other areas of responsibility.10% Teamwork, Communication and Organization:
Works together with team and with other departments, such as Sales Producers, Account Managers, etc. Plans and discusses the execution of strategies. Meets deadlines set forth by Producers. Volunteers to back up and/or assist other as needed. Manages PTO with departmental needs. Completes special projects as assigned by Director. 10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.
Requirements: Supervisory Responsibilities
Directly supervises 1-5 employees (Marketing Assistants). Responsibilities include assigning, and directing work.
Competencies To perform the job successfully, an individual should demonstrate the following competencies: Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data. Continuous Learning - Pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision. Use of Technology - Uses technology to increase productivity; keeps technical skills up to date. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; works well in group problem solving situations. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; responds to requests for service and assistance; meets commitments. Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods. Cooperation - Establishes and maintains effective relations; offers assistance and support to co-workers; works cooperatively in group situations. Managing Customer Focus - Monitors customer satisfaction; develops new approaches to meeting customer needs. Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Teamwork - Balances team and individual responsibilities; contributes to building a positive team spirit; puts success of team above own interests; supports everyone's efforts to succeed. Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information. Performance Coaching - Sets goals and objectives; gives performance feedback; motivates for increased results; recognizes contributions. Delegation - Delegates work assignments; matches the responsibility to the person; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results. Leadership - Exhibits confidence in self and others; effectively influences actions and opinions of others; gives appropriate recognition to others. Managing People - Provides regular performance feedback; develops subordinates' skills and encourages growth; fosters quality focus in others. Visionary Leadership - Displays passion and optimism; inspires respect and trust; mobilizes others to fulfill the vision. Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Conflict Resolution - Encourages open communications; confronts difficult situations; keeps emotions under control; uses negotiation skills to resolve conflicts. Impact & Influence - Pursues and wins support for ideas; displays ability to influence key decision-makers; achieves win-win outcomes. Cost Consciousness - Develops and implements cost saving measures; contributes to profits and revenue .Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values. Organizational Support - Follows policies and procedures; supports organization's goals and values; benefits organization through outside activities. Strategic Thinking - Develops strategies to achieve organizational goals; analyzes market and competition; adapts strategy to changing conditions. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Consultative Selling - Asks questions to discover client business needs; presents solutions that meet customer objectives. Achievement Focus - Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; recognizes and acts on opportunities; takes calculated risks to accomplish goals. Personal Appearance - Dresses appropriately for position; keeps self well groomed. Sales Skills - Achieves sales goals; overcomes objections with persuasion and persistence. Attendance/Punctuality - Is consistently at work and on time; arrives at meetings and appointments on time. Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Innovation - Meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others' attention. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; develops realistic action plans. Quality - Demonstrates accuracy and thoroughness; monitors own work to ensure quality.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education and/or Experience
At least three years related insurance experience and/or training, preferably handling multi-line, commercial accounts; or equivalent combination of education and experience.Language Skills
Ability to read, analyze, and interpret complex documents, such as insurance policies. Ability to effectively present information and respond to questions from groups of current or potential customers, insurance carriers and the general public. Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Reasoning Ability
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues minimal Producer/Director involvement. Computer Skills
To perform this job successfully, an individual should have knowledge of Contact Management systems; Database software; Design software; Spreadsheet software; Word Processing software and Internet software.Certificates, Licenses, Registrations
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