Marketing Specialist | Personal Lines

Work Performed Responsible for the intake of quote requests and referralsSecure necessary underwriting information to qualify accounts and prepare submissions Communicate with carrier representatives and underwriting teamsSubmit complete applications and supporting documentation by utilizing the carriers online rating system and submission processesEvaluate carrier quotes and proposals to ensure coverage accuracy and competitivenessPresent coverage options to prospectsBind coverage after securing applications and premiums Maintain accurate and timely documentation in the agency management systemTrack and manage marketing data including number of requests, how received and outcomeEvaluate changing market conditions, carrier appetites and emerging coverage solutions This individual will be responsible for managing and qualifying the intake of requests, preparing submission materials, evaluating carrier quotes, presenting to prospects and facilitating the binding process when coverage is selected.

The Marketing Specialist is responsible for marketing new personal insurance opportunities to carrier partners and securing appropriate coverage terms for clients. This individual will be responsible for managing and qualifying the intake of requests, preparing submission materials, evaluating carrier quotes, presenting to prospects and facilitating the binding process when coverage is selected. This role requires strong analytical skills, attention to detail and the ability to maintain productive relationships with clients, producers, insurance carriers and internal team members. Work Performed Responsible for the intake of quote requests and referralsSecure necessary underwriting information to qualify accounts and prepare submissions Communicate with carrier representatives and underwriting teamsSubmit complete applications and supporting documentation by utilizing the carriers online rating system and submission processesEvaluate carrier quotes and proposals to ensure coverage accuracy and competitivenessPresent coverage options to prospectsBind coverage after securing applications and premiums Maintain accurate and timely documentation in the agency management systemTrack and manage marketing data including number of requests, how received and outcomeEvaluate changing market conditions, carrier appetites and emerging coverage solutions