Insurance Marketing Placement Specialist

Bridge Specialty Group • Dedham, MA

30d • $36 - $46

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Deliver exceptional client service by providing marketing support to the service team and other department members.

Requirements

• Proficient with MS Office Suite, particularly Excel
• Comfortable with technology and ability to learn and utilize multiple systems
• Ability to maintain a high level of confidentiality

Nice To Haves

• 3+ years’ experience in the insurance industry
• Willingness to obtain producer license within first 2 years of employment

Responsibilities

• Administration of marketing policies in accordance with company and state regulations and timeframes.
• Assist in the new and renewal process for clients as directed; including ordering updated loss information, obtaining updated information, documenting renewal applications, preparing proposals, obtaining quotes and preparing marketing materials and binders.
• Record marketing activity in agency management system in accordance with company practices.
• Record renewal, sales, and insurance operations compliance documents into the agency management database.
• Communicate marketing status with service and sales team.
• Build courteous and successful relationships with team, vendors and carriers to improve client retention.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed