Description

Position Summary: The Commercial Insurance Marketing Specialist oversees the marketing of all new business opportunities to our carriers including submission of applications, negotiation of terms and conditions, preparation of proposals and seamless transition to the account managers. This position ensures that consistently high customer service goals are achieved to assist the agency in reaching profit and growth objectives. The Marketing Specalist maintains and builds professional relationships with multiple customer and carrier contacts. The Marketing Specialist must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.

Job Functions:

Following is a brief outline of essential tasks for the Marketing Specialist position, but other responsibilities and duties may be assigned:

• Provide customer service to internal and external clients on questions and concerns related to coverage, billing, and general questions relating to commercial insurance carriers.
• Oversee the entire new business marketing process. Obtain data for new business submissions from consultant; ensure that all necessary information
  is compiled and direct submissions to carriers appropriate for the type of business. Negotiate terms and conditions and create detailed proposal for review with consultant.
• Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the Account Manager to ensure transition from Marketing to Commercial Lines department is successful.
• Communicate regularly with underwriters and marketing representatives to discuss growth strategies and new opportunities, and to pursue any markets or programs that are attractive to producer participation. 
• Communicate regularly with Agency management and staff in an informative, consultative and educational capacity.
• Participate in Commercial Lines and Sales departmental and individual team meetings as needed to increase communication and be familiar with issues as they arise.
• Enforce standards, procedures and guidelines necessary for effective set-up and transfer of new accounts to Commercial Lines, and to reduce errors & omissions exposures.
• Create and maintain organized on-line file for each new customer, following all department policy with regard to maintenance of files.
• Develop and maintain relationships with carriers
• Research current service trends and techniques to maintain a competitive status for the agency within the industry. Communicate changes in the appetites of insurance carriers that may affect renewals or new business.
• Report new business activity to management on a monthly basis, and provide other reporting as requested.
• Coordinate and participate in activities related to the agency-affiliated associations as requested by management
• Assist with placement of difficult renewals or new business for an existing account.
• Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management. Should hold or be working toward at least one of the following insurance designations: CRM, CRIS, CIC, CPCU, or ARM.
• Other duties as assigned

Requirements

Minimum Qualifications and Requirements:

• Able to read and write in English
• High School diploma or equivalent required. College degree or equivalent job experience in insurance, communications or other related field preferred.
• Must possess, or be able to obtain within 30 days, a valid Colorado Property and Casualty License; insurance designations such as CRM, CIC, CPCU, or ARM desired.
• Minimum 2 years Commercial insurance experience required. Previous experience in a sales or marketing role strongly desired.
• Knowledge of and ability to understand and apply a broad spectrum of Commercial Insurance coverages.
• Proficient computer skills including working knowledge of Microsoft Office products. Previous experience with Agency Management System software (AMS 360 or similar) desired.
• Able to work independently with minimal supervision
• Excellent written and verbal communication skills
• Outstanding negotiating skills
• Strong customer service, team and mentoring capability required; must interact effectively with staff, clients, co-workers and management.
• Strong attention to detail
• Solid organizational skills and ability to work efficiently under strict time constraints
• Proven ability to analyze and solve problems