Job description

Position Summary: 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 employees • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction • Dependability: Acknowledgment of the importance of being present and punctual. • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: • Superior interpersonal and customer service skills to build carrier relationships and negotiate in the best interest of the client and the agency • In-depth knowledge of commercial lines coverages and markets • 3-5 years of Commercial Property & Casualty Insurance Account Management or Marketing experience required Licensing and Credentials: • Active FL 2-20 P&C license required • Certified Insurance Counselor (CIC) or equivalent designation strongly preferred Systems: • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: • Ability to lift 25 pounds • Repeated use of sight to read documents and computer screens • Repeated use of hearing and speech to communicate on telephone and in person • Repetitive hand movements, such as keyboarding, writing, 10-key • Walking, bending, sitting, reaching and stretching in all directions Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Requirements

Must-haves

Supervisory Responsibilities: None
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
Leadership: Display leadership skills and ability to motivate fellow employees
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Superior interpersonal and customer service skills to build carrier relationships and negotiate in the best interest of the client and the agency
In-depth knowledge of commercial lines coverages and markets
3-5 years of Commercial Property & Casualty Insurance Account Management or Marketing experience required
Active FL 2-20 P&C license required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice-to-haves

Certified Insurance Counselor (CIC) or equivalent designation strongly preferred
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium