Group Captive Marketing Coordinator

Higginbotham • St. George, LA

4d • Onsite

About The Position

The Group Captive Marketing Coordinator is a dual support role that will report directly to the agency’s marketing director (Captives), while also having a limited scope of administrative assistant responsibilities assigned by management. This role involves assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business, cataloging and maintaining client submission records, communicating with account managers as a liaison for the marketing director, and interacting with carriers, underwriters, or new business prospects. Additionally, the role includes analyzing contractual insurance requirements, requesting loss runs and claims analysis, preparing loss summaries, attending office and client meetings, and assisting with other marketing duties. Administrative responsibilities may include coordinating business travel, completing and submitting expense reports, and other administrative duties as assigned.

Requirements

• High School diploma or equivalent required.
• 5 years of property and casualty insurance related experience, preferably with an in-depth understanding of insurance.
• Active Property and Casualty license required (company will help candidate obtain licensure if needed).
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to Analyze and Solve Problems.
• Attention to Detail.
• Communication Skills.
• Timely Task Completion.
• Team Collaboration.
• Client Focus.
• Dependability.
• Creative Thinking.
• Organizational Skills.
• Adaptability.

Nice To Haves

• Bachelor’s degree preferred.
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable.

Responsibilities

• Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business.
• Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing.
• Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications.
• Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing process.
• Analysis of contractual insurance requirements and client needs with agency.
• Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal business.
• Assist in preparing loss summaries with updated loss runs each year for captive new and renewal business.
• Attending office and client meetings as needed.
• Assisting with other marketing duties as assigned.
• Coordinating/scheduling business travel arrangements for Agency Managing Director.
• Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer.
• Coordinating/Completing other administrative duties as assigned or requested.

Benefits

• medical, dental, vision, prescription drug coverage
• 401K
• equity incentive plan
• multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED