Marketing Coordinator

NBT Bancorp•Norwich, NY

9d•Onsite

About The Position

Responsible for the marketing of assigned new and renewal accounts, determining markets, obtaining and evaluating quotations, negotiating terms and pricing, and making recommendations to sales staff. Maintain knowledge of carrier underwriting criteria and marketing requirements. Proficient with various carriers' online rating systems. Develop a full working knowledge of agency standards and marketing workflows. Prepare and complete accurate submissions by populating/maintaining data in agency management system. Prepare proposals for sales staff, policy orders and binders with the successful carrier. Assist with transitioning accounts from marketing state to the service teams with proper documentation and data in the agency's management system. In addition, may be responsible for performing customer service on commercial property & casualty accounts serving as customer’s advocate between the customer and the insurance carrier. Collaborates with commercial producers to identify potential coverage gaps and recommends best offering to customer and producer.

Requirements

New York State Property & Casualty Brokers License
3-5 years commercial lines account experience required
Associate degree or equivalent work experience
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
Professional Insurance designation req or ability to obtain within 12 months
Excellent written and oral communication skills
Knowledge of Microsoft Word, Excel, Outlook and Explorer
Advanced knowledge of Agency Management System
Advanced knowledge of commercial insurance products and coverages
Excellent organizational and time management skills
Ability to develop relationships with insurance carrier underwriters and Service team
Ability to multi-task with attention given to detail
Ability to adapt to changing situations
Ability to negotiate insurance terms, conditions & pricing.
Communicate effectively with internal and/or external customers

Responsibilities

Prepares submissions & quote proposals, negotiates terms, assists Account Executives with developing presentation strategy, finishes process with account binding and file documentation.
Following department and agency procedures, perform or oversee all key servicing aspects of assigned commercial accounts, within the agency management system and/or carrier websites, including but not limited to, new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors.
Identify commercial account customer issues or concerns by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer, regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
Utilize insurance carrier online rating portals to obtain quote proposals.
Perform coverage reviews and work with Account Executives to make recommendations and develop strategy for marketing and placement.
Regularly works with Agency service team to identify accounts that need to be remarketed on renewal and help with seamless transition on accounts moving from marketing to service department.
Meets with insurance carrier underwriters to keep current on market conditions, carrier appetite, and process for efficient account quoting.
Perform other duties as assigned.

Benefits

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.
Paid Sick and Safe Leave : For your health and safety.