Remote Personal Insurance Marketing Specialist - Fully Remote
Remote Personal Insurance Marketing Specialist - Fully Remote
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Salary Not Disclosed
1 Vacancy
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 high-level pre-qualification of prospect by acquiring account information needed for PL Rating.
- May potentially help quote and place new business on occasion from referrals call-ins web-leads and other sources as opportunities are presented.
- Manage task reports regularly to include and not limited to: expiration list market cross-sell 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.
#LI-BJ1
Required Experience:
Unclear Seniority
Employment Type
Full-Time
