What are the responsibilities and job description for the Marketing Manager position at The Agency?
Our client is a renowned independent agency with roots in Chicagoland dating back to the 1800's. They are looking to add a Marketing Manager to help bolster their team.
Summary:
The Marketing Manager reports to the Agency President with the function of marketing new and renewal submissions to the agency’s carrier partners. Ensuring the proper carriers are approached and the agency is meeting goal expectations for each carrier. Building relationships with the underwriters and carrier reps is key to ensuring they receive the best options and negotiated pricing for their clients. This role will shape and build the quoting department as the agency grows.
Expectations:
- Meet carrier goals as possible though marketing efforts
- Learn Carrier appetites & Guidelines
- Learn commercial coverage and product enhancements per carrier
- Build solid relationships with the underwriters to ensure the best options are received
- Collaborate with Producers and Account Managers on account placements
- Collaborate with Management to build the quoting department.
Functions:
- Submitting quotes to multiple carriers for commercial new and renewal business
- Negotiate acceptance and quote pricing with carriers
- Create proposals and other presentations for the Producers and Account Managers
- Communicate carrier subjectivities to Producers or Account Managers for easy binding
- Bind policies with carriers per request from producers and account managers
- Send billing requests to accounting for new agency billed policies
- Offer easy upsells when quoting such as umbrellas
- Keep records of submission/quoting efforts for management use in discussions with carriers
- Document AMS360 with carrier quotes, declinations and/or general correspondence
- Set up the Customer from Prospect in AMS360 by entering any non-download policies
- Following up on new policy downloads
- Create Master COI/ EPI forms for Account Managers on bound new business
- Delegate quoting tasks to VA and/or quoting assistant
- Track carrier goals and progress throughout the year
