Group Captive Marketing Coordinator

Position Summary: The Group Captive Marketing Coordinator is a dual support role that will report directly to the agency’s marketing director (Captives), while also having a limited scope of administrative assistant responsibilities assigned by management.

Supervisory Responsibilities: None

Essential Tasks:

Captive Unit responsibilities include, but are not limited to:

• Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to:
• Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing
• Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications.
• Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process
• Analysis of contractual insurance requirements and client needs with agency
• Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business
• Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business
• Attending office and client meetings as needed
• Assisting with other marketing duties as assigned
  
  

Agency management responsibilities may include, but are not limited to:

• Coordinating/scheduling business travel arrangements for Agency Managing Director
• Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer
• Coordinating/Completing other administrative duties as assigned or requested
  
  

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
  
  

Experience and Education:

• High School diploma or equivalent required; Bachelor’s degree preferred
• 5 years of property and casualty insurance related experience, preferably with an in-depth understanding of insurance
  
  

Licensing and Credentials:

• Active Property and Casualty license required (company will help candidate obtain licensure if needed)
  
  

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
  
  

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions
  
  

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO
  
  

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

• Applications will be accepted until the position is filled