About the position
As a Business Insurance Marketing Specialist at Marsh McLennan Agency (MMA), you will collaborate closely with production teams to develop placement solutions for small to mid-sized business insurance accounts. Your role will involve conducting monthly meetings with producers and account managers to review upcoming renewals and formulate marketing strategies. You will also be responsible for preparing new business and renewal applications, entering rating information into automated systems, and maintaining strong relationships with authorized carriers. Staying informed on marketing trends and supporting authorized carrier directives will be key aspects of your job. Additionally, you will assist Client Teams with data entry and provide backup support to production teams as needed, all while maintaining established service and quality standards.
Responsibilities
- Collaborate closely with production teams to develop placement solutions for small to mid-sized business insurance accounts.
- Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
- Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
- Enter relevant rating information into automated processing systems and quote new business as directed.
- Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers.
- Stay informed on marketing trends, new coverage developments, and carrier information.
- Support authorized carrier directives and guidelines.
- Assist Client Team(s) with complete and accurate data entry into the Agency Management System.
- Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
- Maintain established service and quality standards.
- Document files in accordance with company guidelines.
- Execute surplus lines filings as necessary.
- Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.
Requirements
- 3 to 5 years of prior experience in a Business Insurance Account Manager role, including marketing and placement support.
- Associate's or Bachelor's Degree preferred.
- Desired experience in commercial rating.
- Advanced designations (CPCU, CIC, AU, ARM, CRM) are a plus.
- Strong listening, verbal, and written communication skills, along with excellent customer service abilities.
- Acute attention to detail, a sense of urgency, and strong problem-solving skills.
- Maintain a positive and respectful attitude towards colleagues.
- Ability to work collaboratively as a team member to achieve profit center and overall company goals.
- Solid negotiation skills, with a strong awareness of attitudes, tone, and timing.
- Advanced prioritization and organizational skills.
- Established relationships with carriers.
- Intermediate industry and product knowledge.
- Intermediate to advanced proficiency in Microsoft Office products (Outlook, Word, PowerPoint) and advanced proficiency in Excel.
- Experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
- Intermediate understanding of tools such as Reference Connect and Mod Master.
- Reliable and punctual.
- Commitment to modeling MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
- Property Casualty Resident's License Required.
- Annual CE Requirement.
Benefits
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
