Personal lines

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Summary : The Marketing Associate role is responsible for the administration of marketing new business and renewals, maintaining data and insurance compliance requirements, and preparing proposals, reports, and other documents as needed.This role collaborates with the Production and Service team in the day-to-day marketing of Personal Lines insurance accounts with efforts supporting the production of new and renewal business.Essential Duties and Functions :• Collaborate in gathering and analyzing items including but not limited to; quotations and declinations from various insurance companies.• Rate new and renewal policies, and complete applications along with other required documentation.• Market new and renewal accounts according to established procedures.• Prepare high-quality and accurate proposals for discussion and presentation.• Maintain internal database information, prepare related reports as requested, and maintain compliance requirements.• Perform other duties as required.Competencies :• Planning / organizing the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propels our company forward.• Interpersonal skills the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.Creates an environment where teammates feel connected and energized.• Written and Oral communication Communicate a concise message that resonates every time. The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.• Problem-solving Create innovative ways for our customers and our company to be successful. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.• Quality control the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.• Adaptability the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.• Safety and security the individual observes safety and security procedures and uses equipment and materials properly.Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Required :• High school degree or equivalent• Proficient in Microsoft Suite applications• Excellent organizational skills, highly capable of multitasking and meeting deadlines• Strong written and verbal communication skills• Highly motivated, determined, and results-oriented individual with the drive to exceed expectations• 4-40 Customer Service Representative License or 2-20 Property and Casualty License (obtain within 45 days of hire)Preferred :• Two year college degree or 2+ years of marketing or underwriting experience• Working knowledge of AMS360 and ImageRightWe are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.Last updated : 2024-09-16