Field Marketing Representative -Denver, CO

Berkshire Hathaway Homestate Insurance•Denver, CO

23h•Hybrid

About The Position

As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere. Acts as Field Marketing professional visiting with agencies in the assigned territory. Responsible for monitoring and fostering agency relationships in an assigned territory. Monitors new binding activity as well as renewal retention for assigned group of agents. Provides marketing information to agents regarding product opportunities, how to transact business with Company and response to basic inquiries on how to place various Property & Casualty insurance products with the Company. Helps to set agency level goals. Maintains a high level of product knowledge.

Requirements

Bachelor's degree in related field or equivalent work experience.
Three or more years related work experience.
Basic Marketing Skills
Microsoft Office Suite
Excellent oral and written communication
Excellent customer service
Calculator
Documentation
Organize time and resources and handle multiple high priorities
Research and evaluate alternatives, reach decisions, and make recommendations
Maintain strict confidentiality
Meet deadlines
Work with detail with accuracy
Work well with others

Nice To Haves

Insurance terminology
Manuals, policy coverages, endorsements, etc.
Company guidelines on acceptability and profitability for applications/accounts/policies
Department practices and procedures

Responsibilities

Acts as Field Marketing professional visiting with agencies in the assigned territory.
Routinely visits assigned agency partners or conducts virtual agency visits via the phone or internet with a travel level of at least 25% of the time.
Responsible for monitoring and fostering agency relationships in an assigned territory.
Engages in consultative marketing strategy and provides detailed production data to help educate and guide agents regarding product opportunities.
Sets goals for agencies and appropriate.
Acts as primary source of correspondence from agents within assigned territory.
Answers questions and uses problem solving skills to resolve matters for agents and customers, referring the more complex questions and concerns to more senior marketing representatives or management when appropriate.
Schedules agency visits in advance of meetings utilizing calendar and CRM software.
Prepares for agency visits by running reports and conducting detailed analysis on production relative to goals and expectations.
Monitors new binding activity as well as renewal retention for assigned group of agents for all Property & Casualty products.
Reviews and prepares production data and relevant marketing material for distribution to agents.
Maintains appropriate level of product knowledge to be able to train agents on our products and encourage their submissions and binds.
Will be able to apply product knowledge to most examples given by agent to help direct their opportunities.
Trains agents to use our online product technologies and changes to existing online products.
Begins to identify basic potential opportunities for new business or new products while making agency visits using knowledge.
Identifies and communicates issues raised by individual agents as well as changes in the marketplace regarding competitors, coverage forms, pricing, and other items that may come up to other marketing reps and marketing management.
Reviews underwriting files as necessary and consults with underwriters to understand decisions made.
Attends conventions or other industry functions to maintain visibility to current and potential agents.
Attends and presents in group agency meetings in various locations throughout the year to introduce new products and enhancements.
May co-travel with underwriters.
Responsible for generating interest and developing a clear understanding regarding how to conduct business with BHHC.
May visit with prospective agencies or make prospective agency visits at the request of others by calling agencies directly to identify characteristics and determine their viability as an appointed agent.
Continues to study and enhance consultative marketing practices and attends training to improve marketing strategy and communication.
Uses training time build interpersonal skills and communications best practices.
Asks questions of agents and follows industry news to learn more about the Property and Casualty insurance business.