Job description

Position Summary: The Group Captive Marketing Coordinator is a dual support role that will report directly to the agency’s marketing director (Captives), while also having a limited scope of administrative assistant responsibilities assigned by management. Supervisory Responsibilities: None Essential Tasks: Captive Unit responsibilities include, but are not limited to: • Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to: • Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing leader • Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications. • Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process • Analysis of contractual insurance requirements and client needs with agency • Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business • Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business • Attending office and client meetings as needed • Assisting with other marketing duties as assigned Agency management responsibilities may include, but are not limited to: • Coordinating/scheduling business travel arrangements for Agency Managing Director • Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer • Coordinating/Completing other administrative duties as assigned or requested Core Competencies: • 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: • High School diploma or equivalent required ; Bachelor’s degree preferred • 3 years of property and casualty insurance related experience, preferably with an in-depth understanding of insurance Licensing and Credentials: • Active Property and Casualty license required (company will help candidate obtain licensure if needed) 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 Benefits & Compensation: • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. • Employee Wellness Program • Company paid holidays, plus PTO 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
Captive Unit responsibilities include, but are not limited to:
Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to:
Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications.
Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process
Analysis of contractual insurance requirements and client needs with agency
Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business
Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business
Attending office and client meetings as needed
Assisting with other marketing duties as assigned
Agency management responsibilities may include, but are not limited to:
Coordinating/scheduling business travel arrangements for Agency Managing Director
Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer
Coordinating/Completing other administrative duties as assigned or requested
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

Nice-to-haves

High School diploma or equivalent required ; Bachelor’s degree 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

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Wellness