Marketing Representative

Marketing Representative

Requirements

• Licensed: Texas P&C Agent or able to obtain Texas P&C license
• Minimum of 5 years of middle market Commercial Insurance Experience preferred
• Demonstrate ability to multi-task and prioritize work
• Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
• Demonstrate proactive work style – Does not have to be asked or reminded of tasks.
• Ability to learn, analyze and comprehend commercial lines of insurance.
• Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Willing to work overtime due to cyclical nature of business if necessary

Responsibilities

• Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.
• Create & Update Acord applications, including Supplementals, as needed, for submissions.
• Create, complete or review COPE spreadsheets.
• Read and analyze loss runs.
• Prepare or Review Loss Summaries.
• Prepare Underwriting Submission for new and renewal business.
• Prepare Proposals for new and renewal business.
• Initiate Premium Finance Requests.
• Analyze and Compare coverage comparisons and quotes.
• Prepare client monthly loss projections.
• Complete Loss Forecaster on accounts as needed.
• Attend meetings with Marketing Team as appropriate.
• Attend marketing meetings with carriers as appropriate.
• Work with producers/account managers on new and renewal submission completion.
• Work with producers/account managers on market strategy for accounts.
• Work with other marketing personnel on market strategies.
• Communicate between company, account manager, client and producer as to the status of the marketing process and daily correspondence.
• Work on company relationships/communication as needed.
• Provide a resource to producers/account managers on market conditions or market availability and status of new and renewal proposals.
• Treat clients, prospects, and company employees with courtesy and respect.
• Contribute to a team approach toward meeting goals and providing excellent client service.
• Demonstrate cooperation and effective communication with clients, vendors and co-workers.
• Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
• Analyze insurance quotes and make recommendations of terms and conditions.
• Communicate and negotiate with insurance carriers.
• Utilize carrier online rating programs as necessary.
• Understand the current insurance market.
• Stay current on which companies are writing which industry classes.
• Maintain and develop knowledge of policy forms and endorsements.
• Design insurance program for client based on defined needs.
• Identify and address any coverage gaps with producer, CAE and carrier.
• Become subject matter expert and resource in area of interest or technical capability.

Preferred Qualifications

• Minimum of 5 years of middle market Commercial Insurance Experience preferred