Job Title: Marketing Manager- CL
Department: Commercial Lines
Reports to: Agency President and Director of Marketing
FLSA Status: Exempt
Job Code: CL09MMKE
Summary Markets new insurance business to contracted carriers for accounts generating in excess of $3000 of Commercial Lines commission. Provides marketing advice and support to Producers and Account Executives.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Markets all lines of commercial insurance with the goal of positively affecting revenue goals through the acquisition of new business and the retention of renewals. Accumulates marketing information and disseminates this information to Producers and Account Executives. Collects and distributes company product offering materials to sales and service personnel.
Assists in the analysis of lines of coverage and insurance company trends with the intent of maximizing opportunities for new business placement and customer retention. Plans and conducts market research to identify opportunities for increased sales.
Regularly meets with insurance carriers marketing representatives, underwriters, wholesalers and company officials to review product offerings, to discuss individual new business accounts, and to review company production reports. Develops relationships with insurance company underwriters through fair negotiations, high quality submissions, and meaningful meetings and visits.
Meets regularly with Producers and Account Executives regarding existing business and sales opportunities. Serves as liaison with specialty brands to write appropriate coverage.
Consults with Producers on markets for their risks, appropriateness of coverage structure, and negotiate pricing and coverage terms with carriers. Assists with pre-underwriting information gathering, coverage analysis, and proposal presentations if needed. Negotiates price and terms and have proposals prepared, bound and delivered to producers.
Maintains state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating techniques and coverage developments. Disseminates business intelligence to sales and service teams. Provides training as appropriate. Stays current with continuing education requirements.
Assigns new business to others on the marketing team. Monitors progress and results of new business negotiations on assigned accounts. Executes a quality control process for policies and quotations delivered assuring coverage, condition, rating and price accuracy
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year College or university; or a minimum of five years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Agency management systems; Database software; Internet software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Property and Casualty License.
P&C Consultant’s License
Must have valid drivers' license. May have to travel to customers' places of business up to 25% of the time.