Insurance Marketing Specialist
The Hotaling Group Inc., Melville, NY, United States
The Marketing Specialist will be responsible for providing excellent attention to detail of assigned clients and/or policies, while working closely with Account Managers, Account Executives and Producers.
MAJOR RESPONSIBILITIES
Negotiate with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming to laws, regulations and requirements governing the insurance industry.
Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
Works with Producers as appropriate to grow and expand referral sources.
Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
Uses Epic to complete funnel and other internal information tracking reports as required.
Uses the Epic System in an accurate and timely manner to enter and maintain all account information.
Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
Create Hotaling Proposals
Assist Producers in presenting proposals when needed
Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
Complete all task/duties as assigned
REQUIRED SKILLS/QUALIFICATIONS
Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
Must have a working knowledge of PURE, AIG, Chubb, Cincinnati, and Berkley One
Must have excellent presentation and communication skills
Ability to multi-task and work in fast paced environment
Ability to work within a team environment
Minimum 3 years of experience preferred
Ability to self‑direct the completion of job duties
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MAJOR RESPONSIBILITIES
Negotiate with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming to laws, regulations and requirements governing the insurance industry.
Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.
Works with Producers as appropriate to grow and expand referral sources.
Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
Uses Epic to complete funnel and other internal information tracking reports as required.
Uses the Epic System in an accurate and timely manner to enter and maintain all account information.
Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
Create Hotaling Proposals
Assist Producers in presenting proposals when needed
Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
Complete all task/duties as assigned
REQUIRED SKILLS/QUALIFICATIONS
Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
Must have a working knowledge of PURE, AIG, Chubb, Cincinnati, and Berkley One
Must have excellent presentation and communication skills
Ability to multi-task and work in fast paced environment
Ability to work within a team environment
Minimum 3 years of experience preferred
Ability to self‑direct the completion of job duties
#J-18808-Ljbffr