Insurance Marketing Specialist
2 days ago
New York
Job Description JOB DESCRIPTION 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., • 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