Commercial Lines Marketing Specialist
The Commercial Lines Marketing Specialist will be responsible for new and renewal marketing of all lines of commercial insurance risks, collaborating with Account Managers, Account Executives, and sales producers to earn new business and retain current clients by building effective marketing strategies.
Supervisory Responsibilities : None
Essential Tasks :
- Review current insurance programs, rate information and claims data to determine the best markets for placement
- Assist with information gathering to prepare submissions to underwriters
- Work with underwriters on the client's behalf to obtain appropriate quotes, and review quotes to verify coverage and rates
- Prepare client proposals in accordance with agency guidelines and standards, and reviewing proposals for accuracy
- Maintain Agency Management System with marketing data, correspondence, applications, and quotes
Core Competencies :
Leadership : Display leadership skills and ability to motivate fellow employeesAbility to analyze and solve problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to detail : A strong focus on completing tasks and projects accurately and thoroughlyCommunication skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely task completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam collaboration : Willingness to work together with others, promoting teamwork and supporting shared goalsClient focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability : Acknowledgment of the importance of being present and punctualCreative thinking : Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational skills : Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education :
Superior interpersonal and customer service skills to build carrier relationships and negotiate in the best interest of the client and the agencyIn-depth knowledge of commercial lines coverages and markets3-5 years of Commercial Property & Casualty Insurance Account Management or Marketing experience requiredLicensing and Credentials :
Active FL 2-20 P&C license requiredCertified Insurance Counselor (CIC) or equivalent designation strongly preferredSystems :
Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptableLocation :
In-office role in St. Petersburg or Oldsmar, FL officeHybrid opportunities for qualified candidatesPerks & Benefits :
Generous employee benefits package which includes a robust wellness programEmployee Ownership OpportunitiesCareer progression opportunity the potential for growth within the companyPhysical Requirements :
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.