Centralized Marketing Unit Marketing Representative

Marsh McLennan•Dallas, TX

About The Position

The Marketing Representative will be responsible for processing RFP submissions and marketing new and renewal business to maintain the Client Insurance Program. This role involves collaborating with the service team and insurance carriers, analyzing coverage comparisons and quotes, and maintaining marketing timelines. The position also requires utilizing Marsh's proprietary AI platform to streamline workflows and enhance productivity. The company embraces a culture that celebrates diversity and offers competitive salaries and comprehensive benefits.

Requirements

Licensed: Texas L&H Agent or able to obtain Texas L&H license.
AI Innovation friendly.
Demonstrate ability to multi-task and prioritize work.
Proficient at BenefitPoint, ImageRight, and SmartSheet preferred.
Word, Excel, and current internet technologies.
Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
Ability to learn, analyze and comprehend employee benefits lines of insurance.
Demonstrate ability to assist colleagues in the service of clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
Willing to work overtime due to cyclical nature of business if necessary.

Nice To Haves

Proficient at BenefitPoint, ImageRight, and SmartSheet.

Responsibilities

Process RFP submissions & marketing of new and renewal business necessary to maintain Client Insurance Program.
Scrub intake forms for appropriate documentation.
Prepare case submissions (RFP).
Create, complete or review marketing spreadsheets.
Analyze coverage comparisons and insurance quotes.
Prepare internal underwritings submission for renewal business.
Serve as the liaison between the service team and insurance carriers.
Collaborate with service team on developing a renewal timeline.
Maintain RFP/Marketing Timeline.
Update agency recordkeeping system with current policy information.
Function as team member of the centralized marketing unit to ensure superior service to all MMA service team members and clients.
Attend meetings with service team as appropriate.
Attend marketing meetings with insurance carriers as appropriate.
Work within centralized marketing unit on new and renewal submission completion.
Work within centralized marketing unit on market strategy for accounts.
Work with other marketing personnel on market strategies.
Communicate between carriers, service team, and producer as to the status of the marketing process and daily correspondence.
Work on company relationships/communication as needed.
Provide a resource to producers/service team on market conditions or market availability and status of new and renewal proposals as needed.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Analyze insurance quotes and make recommendations of terms and conditions.
Communicate and negotiate with insurance carriers.
Utilize carrier online rating programs as necessary.
Understand the current insurance market.
Stay current on which companies are writing which industry classes.
Maintain and develop knowledge of policy forms and endorsements.
Identify and address any coverage gaps within the unit.