Job Title: Marketing Representative
Reports to: Marketing Executive
FLSA Status: Non-Exempt
Job Code: MK13MKRN
Summary Markets new insurance accounts by gathering information from Producers and Account Executives, responds to inquiries regarding new accounts, negotiates premiums and terms with insurance carrier underwriters, prepares proposals, and binds coverage by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Serves as a resource for Producers and Account Executives. Assists in executing marketing strategies and objectives. Must be able to manage a high level of insurance related information in a variety of formats and be able to identify appropriate carriers for unsealed risks in a timely manner. Maintains marketing database including customer/prospect files. Makes recommendations that influence departmental decisions.
Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
Negotiates premiums, coverages, terms and conditions for prospective clients. Develops proposals.
Meets with insurance carrier underwriters and marketing personnel to develop business relationships in order to determine carrier's interest in various classes of business.
Sends new business submissions - applications, loss history, etc. - to appropriate insurance companies.
Follows company procedures with respect to all essential duties and responsibilities of the job.
Must regularly work with customers, vendors, and co-workers.
Education and/or Experience
Post-secondary degree and two years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Agency management systems; Database software; Internet software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Current valid insurance license.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.