Job Title: Marketing Executive
Reports to: Marketing Manager
FLSA Status: Exempt
Job Code: MK12MKEE
Summary Markets new insurance accounts that generate at least $2,500 in income, 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.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
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 unusual risks in a timely manner.
Negotiates premiums, coverages, terms and conditions for prospective clients.
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.
Serves as a resource for Producers and Account Executives.
Must regularly work with customers, vendors, and co-workers.
Assists in executing marketing strategies and objectives.
Maintains marketing database including customer/prospect files.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education and/or Experience
High school diploma or general education degree (GED); and six to ten years related experience and/or training; or equivalent combination of education and experience.
To perform this job successfully, an individual should have knowledge of Contact 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.