Personal Insurance Marketer
Personal Insurance Marketer
Posted on :
11-04-2025
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1 Vacancy
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Job Description
Job Description
Personal Insurance Marketing Specialist
Job Duties
- Work proactively to remarket policies for Producers and Account Managers while marketing new lines for existing customers.
- Provide assistance and counsel on personal lines matters to Sales Executives and Account Managers. Meet daily marketing needs of customers.
- Evaluate prospects current insurance program and offer alternatives based on coverage and price for producers and House Accounts. Present offer/proposal and finalize sale.
- Perform highlevel prequalification of prospect by acquiring account information needed for PL Rating.
- May potentially help quote and place new business on occasion from referrals callins webleads and other sources as opportunities are presented.
- Manage task reports regularly to include and not limited to: expiration list market crosssell and market consolidation reports.
- Proactively conduct renewal reviews and address renewal Alerts to ensure clients needs are met via Policy Review Alerts PREV.
- Maintain high proficiency level with carrier website rating systems and comparative rater to provide accurately priced alternative quotes to customers and prospects.
- Monitor electronic activities closely for assigned book of business.
- Remain current on coverage forms and rates to effectively address customers insurance needs.
- Ongoing solicitation of round out/round up coverage for all lines of PL business on assigned producer and/or House Accounts.
- Make referrals to commercial life & health financial and banking services.
- Assume other job responsibilities as assigned by Manager.
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Employment Type
Full-Time
Key Skills
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