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 prospect’s 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 customer’s 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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