Marketing Specialist (Insurance)

The position assumes responsibility for the marketing of assigned commercial accounts, submitting information provided by the marketing coordinator to targeted carriers (either via online input to the carrier system or submitting electronic files via email), obtaining quotes, and following up with carriers if quotes are not received, and drafting a preliminary proposal utilizing standardized templates for submission back to the marketing coordinator.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for obtaining renewal quotes for commercial accounts

• Receives renewal applications and supporting documentation from the marketing coordinator via email
• Submits the application and supporting documents to carriers identified by the marketing coordinator
• This submission may be an email submission of the electronic files or require input directly into the carrier’s online systems, depending upon the method utilized by the various carriers
• Coordinates with the underwriter to determine what, if any, additional requests for information they may have. Submits these requests to the marketing coordinator to obtain the information
• Updates AMS360 on the status of renewal proposal and saves communications in the correct policy year AMS files
• Utilizes AMS Suspense to manage workflows.
• Prepare a draft proposal utilizing the appropriate template for submission to the marketing coordinator
• Highlight significant changes in premium or coverages for marketing coordinator follow up

Assumes responsibility for establishing and maintaining effective communication and coordination with staff and with management

Requirements

Benefits