Commercial Lines Marketing Lead

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. Serve as consultative point of contact for the client in relation to coverages and marketing matters; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.

3. Build and maintain key client and carrier relationships by phone, email, and in person.

4. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

5. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

6. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.

7. Assist the Producer and account team members in collecting client information.

8. Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with account team members and direct communications with carrier underwriters and other carrier representatives.

9. Lead the renewal process and prepare company applications and submissions to appropriate markets.

10. Prepare any proposals, finance agreements and other presentations, as requested

11. Assist the Producer in and / or lead in presenting coverage and renewal recommendations to the client.

12. Ability to direct and lead renewal strategy, mid-year reviews, and annual stewardship meetings as requested.

13. Visit prospects and / or clients with Producer and / or other teammates as required.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.

16. Be a resource to teammates and very knowledgeable about insurance carrier products and programs

17. Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.

18. Back up and support account teams, as required, on interim marketing or technical support assistance.

19. Other job duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education and / or related experience

2. Five years of relevant insurance industry experience

3. Appropriate insurance license - Property & Casualty

4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

5. Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures

6. Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale

7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates

8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff

9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems

10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

11. Ability to travel overnight

Preferred Qualifications :

1. Advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant prior experience leading teams and / or projects

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.