Private Client Marketing Specialist
We are seeking a motivated and enthusiastic individual to join our growing agency as a Private Client Marketing Specialist.
In this role, the ideal candidate will be responsible for assisting the sales team with quoting, underwriting, and placing prospective clients.
The successful candidate will possess excellent communication skills and a passion for insurance.
A career with Associated means an opportunity with an employer that offers:
1.
Stability- 130-year-old privately held insurance brokerage and risk advisory firm.
2.
Culture- We are committed to creating a family-oriented environment.
3.
Investing in talent- Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
4.
A winning team- Delivered over 10% growth of both revenue and headcount every year for the past five years.
5.
Flexibility- Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
6.
Access to senior leadership- Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
7.
Benefits-We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
The Role- What you'll do as a Private Client Marketing Specialist:
Work primarily with sales team.
Responsible for any upfront research, entering prospect information in the carrier systems, as well as in Epic, to track and save the quotes/proposals and document.
Collaborate with insurance carrier underwriters for approval on accounts quoted.
Stay abreast of carrier underwriting guidelines, carrier appetites and geographical restrictions.
Responsible for completing new business excel workbook following agency procedures with approved quotes and forward to sales team for review.
Provide any additional options or changes to quotes as requested by sales team.
Assist with proposal creation After coverage has been sold by sales team, responsible for pulling appropriate applications from the carrier systems and issuance of policies in carrier websites.
Work with MGAs to obtain non-admitted policy terms, rates, and coverage on behalf of clients Collaborate with other Marketing Specialists
Qualifications:
At least 2 years Personal insurance experience, working knowledge of premier carriers including their quoting websites is strongly preferred Excellent interpersonal and communication skills with the ability to build rapport quickly Detail-oriented with excellent organizational and time management abilities Self-motivated, target-driven, and able to work independently or as part of a team Proficient in using Epic software, Microsoft Office and other relevant tools to manage client relationships Property casualty license required or ability to obtain within 6 months Flexible work from home options available.
Associated is one of the top privately-held insurance and risk management firms in the country.
We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more.
Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.
Our proven track record empowers us to anticipate insurance or risk management needs and create innovative and productive solutions, ultimately driving down costs for our clients over time.
We serve nearly 15,000 clients nationwide, small and large, for-profit and non-profit, with needs ranging from basic insurance to complex programs.
Recommended Skills Attention To Detail Communication Microsoft Office Sales Self Motivation Team Working Estimated Salary: $20 to $28 per hour based on qualifications.
In this role, the ideal candidate will be responsible for assisting the sales team with quoting, underwriting, and placing prospective clients.
The successful candidate will possess excellent communication skills and a passion for insurance.
A career with Associated means an opportunity with an employer that offers:
1.
Stability- 130-year-old privately held insurance brokerage and risk advisory firm.
2.
Culture- We are committed to creating a family-oriented environment.
3.
Investing in talent- Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
4.
A winning team- Delivered over 10% growth of both revenue and headcount every year for the past five years.
5.
Flexibility- Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
6.
Access to senior leadership- Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
7.
Benefits-We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
The Role- What you'll do as a Private Client Marketing Specialist:
Work primarily with sales team.
Responsible for any upfront research, entering prospect information in the carrier systems, as well as in Epic, to track and save the quotes/proposals and document.
Collaborate with insurance carrier underwriters for approval on accounts quoted.
Stay abreast of carrier underwriting guidelines, carrier appetites and geographical restrictions.
Responsible for completing new business excel workbook following agency procedures with approved quotes and forward to sales team for review.
Provide any additional options or changes to quotes as requested by sales team.
Assist with proposal creation After coverage has been sold by sales team, responsible for pulling appropriate applications from the carrier systems and issuance of policies in carrier websites.
Work with MGAs to obtain non-admitted policy terms, rates, and coverage on behalf of clients Collaborate with other Marketing Specialists
Qualifications:
At least 2 years Personal insurance experience, working knowledge of premier carriers including their quoting websites is strongly preferred Excellent interpersonal and communication skills with the ability to build rapport quickly Detail-oriented with excellent organizational and time management abilities Self-motivated, target-driven, and able to work independently or as part of a team Proficient in using Epic software, Microsoft Office and other relevant tools to manage client relationships Property casualty license required or ability to obtain within 6 months Flexible work from home options available.
Associated is one of the top privately-held insurance and risk management firms in the country.
We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more.
Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.
Our proven track record empowers us to anticipate insurance or risk management needs and create innovative and productive solutions, ultimately driving down costs for our clients over time.
We serve nearly 15,000 clients nationwide, small and large, for-profit and non-profit, with needs ranging from basic insurance to complex programs.
Recommended Skills Attention To Detail Communication Microsoft Office Sales Self Motivation Team Working Estimated Salary: $20 to $28 per hour based on qualifications.
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