Marketing Executive

High School Diploma, College Degree Preferred
Licensed P&C Agent – Michigan
2+ Years Marketing Experience or 10+ years Account Manager with Remarketing Experience – Preferred
Preferred Designations: CPCU, CIC, CRM, CISR
Working Knowledge – EPIC, Word, Excel, PowerPoint, OneNote & Microsoft Outlook

Collaborate with agents to efficiently and accurately input insurance applications into our systems, ensuring data integrity and compliance with company policies.
Conduct comprehensive coverage reviews to meet clients’ specific needs, identifying gaps, and proposing appropriate solutions.
Prepare and submit thorough and well-organized documentation to insurance carriers, showcasing the unique value of our clients’ insurance needs.
Utilize online tools and systems to perform carrier rating and provide valuable insights for decision-making.
Analyze insurance quotes, considering various factors and options, to help agents offer the most suitable coverage options to clients.
Create professional and customized insurance proposals, tailoring them to client requirements, and assist in editing proposals as needed.
Thoroughly review insurance contracts to ensure accuracy, compliance, and alignment with clients’ needs and expectations.
Collaborate with account managers to strategize and execute effective remarketing campaigns, seeking the best insurance options for clients during renewals.
Facilitate the processing of new business policies, ensuring all documentation and requirements are met accurately and efficiently.
Prepare and distribute essential insurance documents promptly and accurately as needed by clients.
Collaborate with carrier representatives to schedule and organize carrier meetings, ensuring a productive and well-prepared environment.

2+ Years Marketing Experience or 10+ years Account Manager with Remarketing Experience – Preferred
Preferred Designations: CPCU, CIC, CRM, CISR