Marketing & Operations Assistant Manager

MUST HAVE PREVIOUS COMMERCIAL RISK MANAGEMENT/P&C EXPERIENCE FOR THIS ROLE.

JOB SUMMARY/ORGANIZATIONAL IMPACT: The Marketing and Operations Assistant Manager, working alongside the M&O Manager, is responsible for developing and implementing processes, and best practices that will create efficiencies, consistency, increase performance and contribute to the achievement of the company’s operational objectives. This position requires constant collaboration with the account management, marketing, analytics, and client service teams to determine immediate and future needs. This position will direct personnel to provide support, address areas of concern, and identify ways to innovate operational improvements to ensure that the division’s objectives are being met and the division is providing outstanding customer service. This position will also have the primary responsibility in the marketing of all new business opportunities presented to the organization.

RESPONSIBILITIES/ ESSENTIAL FUNCTIONS:

• Develop and innovate consistent processes for the renewal, marketing, presentation, implementation and customer service processes.
• Oversee the marketing process to ensure account managers and producers timelines are being met and ensure that Client Service Reps provide accurate and timely responses to inquiries from clients and Account Managers.
• Ensure that all team members regularly enter all required data into the CRM system for optimal client management and efficiency. Report and record all activity and correspondence with associates, clients and prospects through the CRM system for review by leadership.
• Assign new prospects or clients to appropriate Account Managers.
• Assist as a liaison between departments to communicate updates and address concerns.
• Develop new brand standard documents and ensure that presentations are delivered according to our brand standard guidelines.
• Mentor and educate less experienced associates and collaborate with the division President to determine if any changes in position, current responsibilities, or cases managed should occur.
• Collaborate with appropriate associates to validate the necessity and operation for new technologies and systems. Identify infrastructure needs and validate requests for changes.
• Continuously stay abreast of insurance products, plans, representative and insurance regulations changes through industry communications, meetings, webinars and continuing education. Communicate feedback with carriers and maintain a good relationship with them to facilitate continued cooperation.
• Serve as Account Manager for a selectively assigned book of business.
• Perform general administrative duties as required or assigned.

EXPERIENCE:

• 5 years’ experience in the commercial insurance industry, experience in account management, marketing, and service
• Previous office experience
• Experience using Microsoft Office suite Office365 preferred
• Experience with AMS 360 preferred
• 2 years using Excel

EDUCATION:

• Bachelor’s degree preferred

CERTIFICATIONS/LICENSES:

• General Lines (Commercial) Property & Casualty License