Business Insurance Marketing Lead

Marsh McLennan•Tampa, FL

1d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Marketing Lead to coordinate marketing for new and renewal business. This role supports Producer’s sales efforts by applying strong coverage and underwriting knowledge, including carrier guidelines, alternative funding arrangements, and legislative changes. The ideal candidate will build lasting relationships with clients, carrier representatives, and teammates, acting as a consultative point of contact for clients regarding coverages and marketing matters. This position involves identifying client needs, providing recommendations, assisting producers in sales efforts (RFPs, prospect meetings, selling additional lines/endorsements), and maintaining key client and carrier relationships. The role requires staying updated on the current marketplace and risk transfer alternatives, coordinating with leadership on LOB strategy, negotiating pricing and policy conditions with carriers, and collecting client information. The Marketing Lead will also provide coverage analyses, lead marketing and renewal strategies, prepare company applications and submissions, create proposals and finance agreements, and present coverage recommendations to clients. The ability to direct renewal strategy, mid-year reviews, and stewardship meetings, along with occasional overnight travel, is expected. The role also involves utilizing client management systems, attending industry seminars, and serving as a knowledgeable resource for teammates, including mentoring and training account team members.

Requirements

Five years of relevant insurance industry experience.
Appropriate insurance license(s).
Considerable knowledge of markets, policies and coverage issues for all states and industries serviced.
Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures.
Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale.
Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and internal teammates.
Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff.
Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems.
Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
Ability to travel overnight.

Responsibilities

Serve as consultative point of contact for the client in relation to coverages and marketing matters; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.
Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
Build and maintain key client and carrier relationships by phone, email, and in person.
Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.
Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
Assist the Producer and account team members in collecting client information.
Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with account team members and direct communications with carrier underwriters and other carrier representatives.
Lead the renewal process and prepare company applications and submissions to appropriate markets.
Prepare any proposals, finance agreements and other presentations, as requested.
Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.
Ability to direct and lead renewal strategy, mid-year reviews, and annual stewardship meetings as requested.
Visit prospects and/or clients with Producer and/or other teammates as required.
Understand and utilize the client management system(s) and other relevant technology platforms.
Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
Be a resource to teammates and very knowledgeable about insurance carrier products and programs.
Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.
Back up and support account teams, as required, on interim marketing or technical support assistance.