Commercial Insurance Marketing Account Manager

About the position

The role of the Large Commercial Marketing Account Manager is the support of the team through marketing of accounts including negotiation with underwriters to obtain optimal coverage and pricing. Additional responsibilities include the utilization of creative analysis strategies based on carrier partners, coverage and programs to facilitate the production of agency revenue.

Responsibilities

• Participate in marketing strategy with sales and service team to establish clear marketing strategy and timeline.
• Prepare marketing submissions in accordance with guidelines and effectively communicate with underwriters and internal staff critical updates as needed.
• Identify and leverage all marketing resources to include carrier direct appointments, wholesalers and brokers, and Acrisure resources.
• Identify and recommend additional lines of coverage or enhancements in coordination with the sales and service team.
• Negotiate with underwriters to obtain optimal coverage, pricing and agency revenue.
• Effectively update and maintain marketing/submission activities and notes within the agency management system.
• Prepare proposal of coverage options to sales team for presentation.
• Prepare premium finance contracts and company financing as needed.
• Maintain effective communication to internal to ensure successful marketing and submissions process through policy binding.
• Assist in the cross-sell and round out of accounts.
• Maintain complete and accurate client and policy information in agency management system(s).
• Provide consistent effective feedback to department and executive leadership related to carrier submission interaction, successes and concerns.
• Provide mentorship and training to other team members through active engagement in team and department meetings.
• Perform other duties as required and/or assigned.

Requirements

• Ability to effectively communicate with internal sales, service and management.
• Ability to read and interpret documents such as insurance policies, contractual insurance requirements, endorsements, agency workflows and procedures, certificates of insurance, marketing and submission reports and any other documents required for this position.
• Ability to write routine reports and correspondence.
• Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
• Demonstrate the ability to anticipate and solve practical problems or resolve issues.
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Ability to work extended hours and various work schedules.
• Strong attention to detail; good proofreading skills.
• Excellent reliability, initiative, and stress tolerance.
• Ability to perform in a professional appearance and manner.
• Ability to use good judgment and foresight.