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Marketing and Sales Lead – Personal Lines
| Company | HUB |
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| Location | Mill Valley, CA, USA |
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| Salary | $85000 – $115000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- High School Diploma / GED
- 5-7 years insurance marketing /underwriting experience or equivalent combination of education & experience
- Property & Casualty License
Responsibilities
- Market all lines of personal insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals.
- Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies.
- Act as account liaison for the producer in dealing with other departments within HUB for the quoting of specialized lines of coverage.
- Assist producers with pre-underwriting information gathering, submission, coverage analysis, RFP’s and proposal presentations if needed
- Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy.
- Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations and hard, but fair, negotiations.
- Demonstrate an understanding of our company utilization strategies by appropriate risk submissions.
- Accurately maintain new business and renewal control logs, which assist the department head in identifying trends.
- Handles the M&E Marketing for assigned locations
- Performs other duties and projects as assigned.
Preferred Qualifications
- Ability to effectively and professionally communicate orally and in writing with internal and external customers.
- Ability to write reports, business correspondence, and procedure manuals.
- Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Confidence and demeanor to effectively interact with all levels within the organization.
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
- Ability to effectively work with a team and coach others in developing their skills and abilities.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
- Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation.
- Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
