Marketing Associate

Hub International Insurance•Bellaire, TX

10d

About The Position

Specialty Program Group – Wholesale, the wholesale subsidiary of Specialty Program Group LLC (SPG), serves brokers, agents, and carriers in the commercial insurance market. The Marketing Associate supports renewal and new-business workflows, quote processing, binding, reporting, and office operations. The role works closely with marketing representatives, agents, support staff, and other colleagues to manage account activity, maintain records and reports, and provide cross-functional support.

Responsibilities

Initiate preliminary renewal activity 90 days in advance for accounts under $100K in premium and 120 days in advance for accounts exceeding $100K.
Identify and select appropriate markets for each renewal account and schedule submissions to go to market at 11:00 PM.
Organize and categorize market responses, including clearances, declines, priors, and requests for additional information, and distribute them to the assigned marketing representative.
Enter each submission into ImageRight for marketing representative follow-up on outstanding market responses.
Contact agents to request a Broker of Record letter when an account has Prior/Blocked status and market access must be regained.
Manage accounts with premiums under $10K per line from solicitation through binding; escalate any individual line exceeding $10K to the marketing representative.
Refer accounts subject to non-renewal to the marketing representative.
Solicit renewal submissions from agents 120–150 days in advance, issue renewal letters with corresponding supplemental applications, and log submissions in ImageRight.
Review received renewal submissions for completeness and forward them to the marketing representative.
Support marketing representatives in contacting markets for option quotes, incumbent quotes, or other assistance during the renewal process.
Verify that the correct Account Executive, Marketing Representative, and CSR are reflected in AIM when generating renewal reports.
Process all new and renewal quotes for the office and coordinate with the team to assist with Kinsale quotes during high-volume periods.
Request status updates on new-business quotes being worked by Keith or Tommy.
Deliver risk analysis on assigned accounts and provide additional support to marketing representatives as needed.
Convert all approved quotes in AIM to Bind Requests for processing by Leslie/Marisela.
Upload all binding-related documentation to ImageRight, including agent requests and submissions to the carrier.
Verify that the correct Account Executive, Marketing Representative, and CSR are reflected in AIM.
Maintain and update the Invoice Data spreadsheet and monthly lost accounts report, and keep the underwriter contact list current.
Manage all expiring account reports and coordinate with Cassandra and Machielle as needed.
Oversee agency and carrier appointment processes, including new appointments for both.
Coordinate with support staff to add missing markets and risks in AIM, and prepare reports requested by a broker or marketing representative.
Maintain working knowledge of organizational roles to provide cross-functional support.
Assist with office-related needs, including materials, supplies, vendor payments, issue resolution, and team events.
Support distressed accounts requiring additional team assistance and address IT-related issues within the role's capability.
Assist with onboarding and training new hires.
Maintain a shared calendar reflecting approved PTO, company holidays, team birthdays, and work anniversaries.