Business Insurance Small Business Unit Marketing Specialist

Marsh McLennan•Nashville, TN

6d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement, and private client insurance solutions. The role supports small to mid-sized business insurance accounts by working with production teams on placement solutions, renewals, carrier relationships, and marketing deliverables. Applicants must live within driving distance of the West Point, Georgia office and be able to commute there at least three days per week. The specialist works with producers, account managers, client teams, and authorized carriers to support new business and renewal marketing. The role includes preparing applications, entering rating information, quoting new business as directed, maintaining accurate records, and producing client-facing materials such as proposals and coverage comparisons. It also provides backup support to production teams and helps maintain established service and quality standards. MMA describes its culture as inclusive and focused on colleague well-being, professional and personal development, and opportunities to pursue meaningful projects and causes. The company says it embraces colleagues’ and clients’ varied backgrounds, heritages, and perspectives.

Requirements

Three to five years of prior experience in a Small Business Unit (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 work collaboratively 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 with 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 tools such as Reference Connect and Mod Master.
Commitment to modeling MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
Property Casualty Resident’s License required.
Annual continuing education requirement.

Nice To Haves

Associate’s or bachelor’s degree preferred.
Experience in commercial rating desired.
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 develop 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 working relationships with authorized carriers; act as a liaison to selected carriers, meet with carrier representatives as needed, and communicate carrier information about pricing and products.
Monitor marketing trends, new coverage developments, and carrier information, and share relevant knowledge.
Support authorized carrier directives and guidelines.
Assist client teams with complete and accurate data entry into the Agency Management System as needed.
Provide backup support to production teams by helping manage 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.