Primary Purpose:

Marketing of commercial insurance accounts to Carriers/Brokers; working with Producers and the Commercial Teams to obtain new and renew existing commercial accounts. Maintain a good working relationship with producers, underwriters, and other carrier personnel.

Essential Responsibilities:

• Work with producers, Account Managers, and Account Executives to prepare and send full submissions to Underwriters/Brokers by working directly with them and through website rating systems.
• Review policies and make coverage recommendations.
• Negotiate coverages and pricing with the carriers/wholesalers as part of the marketing process.
• Prepare new business submissions to market including applications.
• Obtain supplemental information from Producers for submissions.
• Prepare spreadsheets such as Statement of Values and Loss Summaries for submissions.
• Attach all Marketing emails and documentation to clients and prospects in EPIC.
• Prepare proposals; participate in the proposal presentation to clients at the request of the producer.
• Bind coverage with carriers and brokers via email and keep Account Managers informed.
• Transition accounts to Team Leaders or Account Managers for billing and issuing.
• Work with producers using Mod Master to project experience mods.
• Maintain electronic Marketing and Contract files.
• Update Carrier information on the Intranet.
• Assist with and attend Carrier meetings, including attending carriers’ meetings out of town when necessary.
• Meet with producers and teams to discuss new business and renewal marketing needs in advance.
• Maintain positive working relationships with Underwriters and other Carrier personnel.
• Provide backup support during the absence of other Marketing team members.
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills & Competencies:

• Strong level of experience in the commercial insurance industry.
• Coverage knowledge required.
• Ability to enter data quickly and accurately.
• Ability to operate in a fast-paced environment.
• Proficient in Excel and Word.
• Highly motivated team player.
• Ability to work independently.
• Ability to travel to other Towne offices and Carrier offices.
• Strong communication skills with an ability to work with employees at various levels.
• Dependability and punctuality.

Desired Skills & Competencies:

• Prior commercial insurance marketing experience.

Physical Requirements:

• Express or exchange ideas using the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

#insurance