Marketing Representative
Marketing Representative
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Job Description
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Marketing Representative
JOB TYPE: FLSA Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Process documents necessary to maintain the Client Insurance Program utilizing agency management system. These duties include but are not limited to:
- Create & Update Acord applications including Supplementals as needed for submissions
- Create complete or review COPE spreadsheets
- Read and analyze loss runs
- Prepare or Review Loss Summaries
- Prepare Underwriting Submission for new and renewal business
- Prepare Proposals for new and renewal business
- Initiate Premium Finance Requests
- Analyze and Compare coverage comparisons and quotes
- Prepare client monthly loss projections
- Complete Loss Forecaster on accounts as needed
Teamwork
Function as team member of the Agency to ensure superior service to all MMA Clients. These activities include but are not limited to:
- Attend meetings with Marketing Team as appropriate
- Attend marketing meetings with carriers as appropriate
- Work with producers/account managers on new and renewal submission completion
- Work with producers/account managers on market strategy for accounts
- Work with other marketing personnel on market strategies
- Communicate between company account manager client and producer as to the status of the marketing process and daily correspondence
- Work on company relationships/communication as needed
- Provide a resource to producers/account managers on market conditions or market availability and status of new and renewal proposals
- Treat clients prospects and company employees with courtesy and respect.
- Contribute to a team approach toward meeting goals and providing excellent client service.
- Demonstrate cooperation and effective communication with clients vendors and coworkers.
- Ability to service clients effectively through problem solving confidentiality diplomacy sensitivity and tactfulness
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
- Analyze insurance quotes and make recommendations of terms and conditions
- Communicate and negotiate with insurance carriers
- Utilize carrier online rating programs as necessary.
- Understand the current insurance market
- Stay current on which companies are writing which industry classes
- Maintain and develop knowledge of policy forms and endorsements
- Design insurance program for client based on defined needs
- Identify and address any coverage gaps with producer CAE and carrier
- Become subject matter expert and resource in area of interest or technical capability.
REQUIREMENTS:
- Licensed: Texas P&C Agent or able to obtain Texas P&C license
- Minimum of 5 years of middle market Commercial Insurance Experience preferred
- Demonstrate ability to multitask and prioritize work
- Proficient at Sagitta ImageRight Word Excel and current internet technologies.
- Demonstrate proactive work style Does not have to be asked or reminded of tasks.
- Ability to learn analyze and comprehend commercial lines of insurance.
- Demonstrate ability to service clients effectively through problem solving appropriate confidentiality diplomacy sensitivity and tactfulness
- Willing to work overtime due to cyclical nature of business if necessary
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare tuition assistance 401K employee assistance program career mobility employee network groups volunteer opportunities and other programs. For more information about our company please visit us at: http://marshmma/careers.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
