Marketer

We're looking to add a service oriented, proactive individual to our Insurance support team!

Job Description:

The Insurance Marketer at Adams Insurance Advisors is responsible for providing proactive support of marketing accounts to production staff in person and calling on the telephone to provide effective, efficient and consistent service which enhances the profitability of the agency's services by performing the following duties.

Responsibilities

• Provide direct support to production staff for quoting and remarketing risks to be issued. Also, research carriers to determine which carrier is appropriate for the specific type of coverage that is requested
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Input information into the agency's automation system and prepare the appropriate documents to be sent to the appropriate carrier to obtain a quote for coverage.
• Review quote information that is obtained from carriers and review quotes and any questions regarding coverages with production staff. Prepare proposal for new business for Producer to present to the customer.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Complete applications and obtain all requested documentation as required by carrier to include payment. Prepares agency invoices and takes payments according to the agency's collection policy.
• Reviews renewal business with account manager to determine if remarketing the account is appropriate. Researches if a different carrier would be more suitable for the risk.
• Meets with carrier marketing representatives to stay current with company appetites and underwriting updates.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Excel, document management software, carrier propriety systems and phone systems.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• High degree of self-motivation and self-direction
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.