Business Insurance Sr. Marketing Specialist

7 + years of prior experience in a Business Insurance Account Manager role, including marketing and placement support.
Property Casualty Resident’s License Required
Intermediate to advanced proficiency in Microsoft Office products (Outlook, Word, PowerPoint) and advanced proficiency in Excel.
Strong listening, verbal, and written communication skills, along with excellent customer service abilities.
Acute attention to detail, a sense of urgency, and strong problem-solving skills.
Ability to work collaboratively as a team member to achieve profit center and overall company goals.
Solid negotiation skills, with a strong awareness of attitudes, tone, and timing.
Advanced prioritization and organizational skills.
Established relationships with carriers.
In-depth industry and product knowledge.
Experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
Advanced understanding of tools such as Reference Connect, Loss Forecaster, CAT Modeling, and Mod Master.

Collaborate closely with production teams to develop placement solutions that meet the needs of large or complex business insurance accounts.
Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
Enter relevant rating information into automated processing systems and quote new business as directed.
Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products.
Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed.
Support authorized carrier directives and guidelines.
Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed.
Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
Maintain established service and quality standards.
Document files in accordance with company guidelines.
Execute surplus lines filings as necessary.
Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.