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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Position Summary

The Commercial Insurance Marketing Manager, Hybird, ATL, GA $100-$125K+

Responsible for developing and executing marketing strategies to effectively quote and place commercial insurance accounts.
This role involves collaborating with producers and account managers to assess client needs, negotiate with carriers, and ensure optimal coverage and pricing.
The Marketing Manager plays a pivotal role in enhancing client satisfaction and agency profitability through strategic market engagement and relationship management.

Key Responsibilities

• Market Analysis & Strategy Development

  • Conduct strategy meetings for prospect and renewal accounts requiring marketing efforts.

  • Develop individual account marketing strategies based on operational and relationship philosophies.

  • Provide up-to-date market intelligence on products, services, programs, and carrier appetites.

• Carrier & Broker Negotiations

  • Present client information to insurance carriers and brokers.

  • Negotiate terms and conditions of insurance quotations to fulfill client needs and exposure to risk.

  • Build and maintain strong relationships with carriers and brokers.

• Submission & Proposal Management

  • Create client proposals utilizing agency templates and management system data.

  • Ensure consistency, compliance, and quality in all submissions.

  • Oversee the submission process, including reviewing drafts and ensuring all corrections are addressed.

  • Prepare and present proposals to clients, ensuring all necessary documentation is included.

• Account Management & Client Liaison

  • Serve as a resource to the commercial lines department, continuously developing market and coverage knowledge.

  • Advise clients on coverage options and risk management strategies.

  • Assist in the resolution of complex account issues and concerns.

• Administrative & Compliance Oversight

  • Maintain agency systems, including document management, according to agency policies and procedures.

  • Ensure adherence to agency procedures that enforce E&O controls and data integrity.

  • Track new business and hit ratios to assess marketing effectiveness.

Qualifications

• Education & Experience

  • High School Diploma or GED equivalent required; Bachelor's degree preferred.

  • Minimum of 5 years of commercial lines account management experience, preferably with marketing experience.

  • Experience handling mid-large property and casualty accounts.

• Licensing & Certifications

  • Active General Lines Property and Casualty license required.

  • Insurance industry professional designations preferred (e.g., CIC, CPCU).

• Skills & Abilities

  • Strong interpersonal skills with the ability to build relationships with internal and external clients.

  • Exceptional attention to detail and organizational skills.

  • Intermediate or advanced proficiency in Microsoft Office programs.

  • Experience with agency management systems (e.g., Applied Epic, AMS360) preferred.

  • Ability to work effectively and efficiently independently and within a team environment.
    
    

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WHAT WE’RE LOOKING FOR

The Risk Placement Lead supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this position plays a critical role in partnering with various departments, including sales and service teams, to promote Relation’s products and services to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Lead contributes to the growth and success of the Company.

A GLIMPSE INTO YOUR DAY

• Proactively solicits new and renewal business from Sales Producers to create trust and frequent use of the Placement Team.
• Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information.
• Mentors risk placement team members.
• Works with the Director of Placement to oversee employees’ day to day activities and implement projects and directives.
• May participate in the hiring process and provide recommendations for new hires.
• Oversees and manages the new hire onboarding process to ensure success of new associates.
• Trains team members on duties, expectations, standards, policies.  Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed.
• Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team.
• Reviews applications and obtains additional information from Sales Producers or Account Managers as needed.
• Partners with Sales Producers to ensure the prospect's needs have been met, including, but not limited to, adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations, etc.
• Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options.
• Develops the submission narrative describing risk, losses & controls, target premium, and quote due date.
• Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc.
• Follows up with markets to ensure submissions were received and to inquire whether further information is required.
• Compares quotes received with application and other quotes.
• Prepares and completes proposals.
• Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team.
• Engages with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, coverage enhancements, or exclusion negotiations. Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations.
• Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) to ensure smooth insurance renewal processes and effective communication.
• Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations.
• Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations to clients (internal and external) during the renewal process.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Property and Casualty License from the state of domicile is required and must be maintained, with preference given to individuals with insurance designations (e.g., CISR, CIC, CPCU).
• High School Diploma or equivalent. Four-year degree preferred.
• Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business.
• Prior experience acting in a mentor capacity and/or successfully leading a large project team.
• Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.
• Ability to learn and adapt quickly to new technologies and software.
• In-depth understanding of commercial lines of coverage.
• Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.
• Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.
• Strong, proactive communications to keep internal and external engagements current. 
• Must value operating in a collaborative working environment.
• Strong analytical and mathematical skills.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.  
• Career advancement and development opportunities.

Commercial Lines New Business Marketing Specialist

Job Summary:
We are seeking a detail-oriented and results-driven Commercial Lines New Business Marketing Specialist to join our team. This role will be responsible for driving the growth and acquisition of new commercial insurance business through targeted marketing strategies and activities. The specialist will work closely with sales teams, underwriters, and leadership to develop effective marketing campaigns, generate leads, and convert prospects into clients.

Key Responsibilities:

1. Develop Marketing Strategies:

   • Collaborate with leadership and the sales team to develop marketing plans aimed at acquiring new commercial business.
   • Analyze market trends and competitor activities to inform strategy and ensure the company’s offerings are competitive.
   • Tailor marketing strategies to target specific industries or client segments (e.g., retail, manufacturing, construction).

2. Lead Generation & Campaign Management:

   • Design and implement marketing campaigns, including digital, print, and email, to attract new commercial clients.
   • Generate qualified leads through various marketing channels, such as social media, email marketing, networking events, and webinars.
   • Maintain and track campaign performance, adjusting strategies to optimize results.

3. Content Creation & Communication:

   • Create and maintain marketing materials, including brochures, website content, case studies, and presentations.
   • Work with internal teams to ensure marketing content is aligned with the brand voice and accurately represents products and services.
   • Develop and distribute content to generate interest and educate prospects on commercial lines offerings.

4. Sales and Client Interaction:

   • Provide the sales team with necessary marketing resources and collateral to support client outreach.
   • Assist in the preparation of proposals, presentations, and RFP responses to attract new clients.
   • Help coordinate client meetings, events, and product demonstrations to facilitate the sales process.

5. Market Research & Analysis:

   • Conduct market research to identify potential clients, industries, and emerging opportunities.
   • Use data analytics to track marketing campaign success, identify trends, and measure return on investment (ROI).
   • Regularly report on key performance indicators (KPIs) and campaign outcomes to leadership.

6. Collaboration & Teamwork:

   • Work closely with the underwriting team to understand product offerings and create relevant marketing initiatives.
   • Build strong relationships with internal stakeholders, including sales, underwriting, and customer service teams, to ensure seamless execution of marketing initiatives.

Qualifications:

• Education: Bachelor's degree in Marketing, Business Administration, or a related field (preferred).
• Experience:
  • 3+ years of experience in marketing or sales, preferably in the commercial insurance or financial services industry.
  • Proven experience in lead generation, campaign management, and marketing strategy development.
• Skills:
  • Strong written and verbal communication skills.
  • Experience with marketing automation tools and CRM software (Salesforce, HubSpot, etc.).
  • Analytical skills with the ability to interpret data and make data-driven decisions.
  • Ability to manage multiple projects and priorities in a fast-paced environment.
  • Knowledge of the commercial insurance industry, including product offerings and market trends, is a plus.

Job Overview

We are seeking a motivated and detail-oriented Marketing Associate to join our Commercial Lines team. This role is ideal for someone with insurance industry experience who is looking to deepen their expertise in insurance marketing. As part of a highly skilled and supportive team, you will have the opportunity to refine your technical knowledge, develop marketing strategies, and contribute to a dynamic, client-focused environment.

Responsibilities

Client Account Management

• Prepare renewal documents and marketing deliverables in collaboration with the Marketing team.
• Manage account information systems, ensuring data integrity and accurate documentation.
• Handle renewal marketing, comparisons, proposals, and policy binding for small commercial accounts.
• Develop and maintain strong working relationships with underwriters at top-rated insurance carriers.
• Conduct marketing for new business opportunities.

Marketing Team Support

• Assist with specialized coverage marketing.
• Provide technical support for proposal creation, new business entry, and complex account workflows.
• Assist with various department projects and provide coverage for team members as needed.

Essential Attributes

• Strong verbal and written communication skills.
• Detail-oriented with excellent organizational abilities.
• Ability to multitask and prioritize workload efficiently.
• Proactive, resourceful, and committed to professional growth.
• Positive attitude and ability to work independently or as part of a team.

Requirements

• Associate’s Degree preferred.
• Minimum 1 year of experience in Commercial Lines insurance.
• NYS Property & Casualty License required.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Applied EPIC is a plus.

Salary & Benefits

• Competitive Salary (based on experience).
• Comprehensive 401(k), Health, Dental, and Vision Insurance.
• Paid Time Off and Disability Insurance.
• Professional development opportunities in a supportive work environment.

Why Join Us?

This is an opportunity to join an award-winning organization that values collaboration, innovation, and career growth. If you are looking to expand your expertise in commercial insurance marketing and thrive in a high-performing environment, we encourage you to apply!

Apply today and grow with us!

Job Type: Full-time - Hybrid

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

People with a criminal record are encouraged to apply

License/Certification:

• Property & Casualty License (Required)

Ability to Commute:

• Marcellus, NY 13108 (Required)

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Position Overview:
We are seeking a highly motivated and results-driven Insurance Digital Marketing Specialist to join our team. This individual will play a pivotal role in creating and executing engaging content strategies while driving organic traffic through SEO optimization. The ideal candidate will have a strong understanding of the insurance industry, excellent writing skills, and a passion for digital marketing. You will be responsible for developing content that resonates with our audience and ensuring our online presence ranks high in search engines.

INSURANCE EXPERIENCE/ BACKGROUND REQUIRED***

Hybrid schedule - KING OF PRUSSIA, PA

Compensation: $80k-$110k

5+ years of experience required

Searching for someone who is well versed with online marketing, content creating, SEO, and speaking with associates

Key Responsibilities:

• Content Creation:

  • Develop high-quality, informative, and engaging content for various digital platforms, including blog posts, articles, landing pages, social media, and email campaigns.
  • Write compelling copy for websites, newsletters, social media posts, and advertisements tailored to the insurance industry.
  • Create multimedia content (such as infographics and videos) to support marketing initiatives and enhance user experience.

• Search Engine Optimization (SEO):

  • Conduct keyword research to identify opportunities for organic growth.
  • Optimize existing content for SEO to improve visibility in search engine results.
  • Implement on-page and off-page SEO strategies to increase website traffic, improve search rankings, and enhance overall site performance.
  • Monitor and analyze SEO performance, using data-driven insights to refine strategies and improve results.

• Digital Strategy and Campaign Management:

  • Collaborate with the marketing team to develop digital marketing strategies aligned with business objectives.
  • Monitor and report on key performance metrics (KPIs) such as website traffic, conversion rates, and engagement, adjusting strategies as needed.
  • Stay current on digital marketing trends, best practices, and industry changes to maintain a competitive edge.

• Social Media Management:

  • Manage and grow the company's social media presence by crafting relevant, informative, and engaging posts for platforms such as Facebook, LinkedIn, Instagram, and Twitter.
  • Monitor engagement and analyze social media performance to inform future content strategies.

• Collaboration and Reporting:

  • Work closely with other marketing team members, designers, and developers to ensure content is aligned with brand messaging and SEO best practices.
  • Prepare regular reports on the effectiveness of content and SEO strategies, making recommendations for improvements.

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Personal Insurance Account Manager/Marketer

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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