Marketing Executive – Commercial Lines

Role Overview

• Negotiate insurance programs with carriers, balancing competitive pricing and comprehensive coverage options to create the best possible value for clients.
• Sustainably work with top carriers to maximize positive outcomes across the assigned book of business, fostering long-term relationships and maintaining open lines of communication.
• Provide regular updates to your service team on all ongoing marketing efforts, ensuring clear visibility into the status of each opportunity.
• Collaborate with agents to efficiently and accurately input insurance applications into our systems, ensuring data integrity and compliance with company policies.
• Assist agents in conducting 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' operations and risk management controls.
• 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 executives and 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.
• Collaborate with carrier representatives to schedule and organize carrier meetings, ensuring a productive and well-prepared environment.

Requirements

• 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

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day
• Dress-Code
• Service Awards