Business Insurance Small Business Unit Marketing Specialist

Marsh McLennan•Martinez, CA

7d•Hybrid

About The Position

The Business Insurance Small Business Unit Marketing Specialist supports the placement and renewal of small to mid-sized business insurance accounts. The role works closely with production teams, producers, account managers, Client Teams, and authorized carriers to develop marketing and renewal strategies, prepare submissions, obtain quotes, and deliver client-facing materials. The position requires commuting to the West Point, Georgia office at least three days per week; applicants must live within driving distance.

Requirements

3 to 5 years of prior experience in an SBU Client Manager role, including marketing and placement support.
Strong listening, verbal, and written communication skills and excellent customer service abilities.
Attention to detail, a sense of urgency, and strong problem-solving skills.
Maintain a positive and respectful attitude toward colleagues.
Ability to collaborate as a team member to achieve profit center and company goals.
Solid negotiation skills and awareness of attitudes, tone, and timing.
Established relationships with carriers.
Intermediate industry and product knowledge.
Intermediate to advanced proficiency in Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Experience with Agency Management Systems such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
Intermediate understanding of Reference Connect and Mod Master.
Property Casualty Resident’s License required.
Annual continuing education requirement.
Ability to commute to the West Point, GA office at least three days per week; applicants must be within driving distance.

Nice To Haves

Associate's or Bachelor's degree preferred.
Desired experience in commercial rating.
Advanced designations such as CPCU, CIC, AU, ARM, or CRM are a plus.

Responsibilities

Collaborate with production teams to develop placement solutions for small to mid-sized business insurance accounts.
Meet monthly with producers and account managers to review upcoming renewals and formulate marketing and renewal strategies.
Request and prepare new business and renewal applications, including supplements, for carrier submission.
Enter rating information into automated processing systems and quote new business as directed.
Maintain relationships with authorized carriers, serve as a liaison to select carriers, meet with carrier representatives as needed, and communicate carrier pricing and product information.
Stay informed about marketing trends, coverage developments, and carrier information, and share relevant knowledge as needed.
Support authorized carrier directives and guidelines.
Assist Client Teams with accurate data entry in the Agency Management System as needed.
Provide backup support to production teams by assisting with workloads and workflows when necessary.
Maintain established service and quality standards.
Document files according to company guidelines.
Complete surplus lines filings as necessary.
Deliver Client Team requirements, including proposals, coverage comparisons, client marketing summaries, and benchmarking.