Commercial Lines Senior Marketing Specialist

Job Details Location: Dallas Branch - Richardson, TX 75082
Position Type: Full Time
Salary: $98,000.00 - $98,000.00
Category: Commercial Lines Support
Job Summary The Senior Marketing Specialist will assist commercial agents and support staff with the placement of both new and renewal business and coverages of all lines of business. The Senior Marketing Specialist will deal directly with, and maintain a close business relationship with, underwriters and brokers on behalf of the agency and agents during the process of securing coverage.
Essential Job Functions Negotiate premiums and terms for all levels of all lines of coverage
Perform all necessary rating sufficient for policy quotation and/or issuance on the carrier website or rating programs; calculate premium when the company-rating program is available
Perform comprehensive coverage comparisons between quote terms and conditions, past and current premiums, including exposure changes
Facilitate internal and external meetings when required
Coordinate and facilitate renewal meetings with agents and support staff to determine Marketing suggestions for policy expirations
Obtain the required information throughout the Marketing process needed to secure quotes and terms, keeping producers and support staff informed of marketing efforts
Work with the Operations Manager to keep commercial lines staff informed of new systems, procedures, and insurance company regulations
Serve as liaison with company representatives and keep alert to commercial lines market conditions by scheduling regular meetings with company underwriters and key contacts
Meet with company representative to update the carrier appetite, underwriting guidelines, etc.
Work with producers to design proposals that demonstrate the firm’s product knowledge and ensure client satisfaction
Troubleshoot carrier and coverage matters professionally with the most reasonable outcome for all parties concerned
Participate in discussions and reviews of the current market situation as it pertains to specific accounts
Attend sales meetings and maintain ongoing communication with sales staff to ensure mutual understanding and support of sales/marketing functions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
Qualifications 4-6 Years of previous insurance/marketing experience preferred
Bachelor’s degree in business or other related discipline preferred
Valid, state‑issued, property and casualty license (or the ability to quickly obtain) required
CISR or other relevant insurance designations preferred
Knowledge, Skills, and Abilities Strong presentation skills
Excellent PC skills, with the ability to effectively utilize the agency’s management systems
Sound knowledge of rating procedures and coverage, and industry operations to effectively manage, maintain, and write coverage based upon assigned client and prospect lists
Full knowledge of insurance markets
Ability to work within a fast‑paced, changing priority environment
Self‑motivated, with the initiative to prioritize and be self‑directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Work Conditions and Accommodations Fast‑paced, multi‑tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment

#J-18808-Ljbffr