Marketing Representative

Brown & Brown Insurance • Rochester, NY

2d • $31 - $41

About The Position

Brown & Brown is seeking a Marketing Representative to work closely with the Commercial Lines Department in marketing accounts to achieve agency sales goals and service standards. The role supports new business production by assisting sales staff, evaluating customer insurance needs, obtaining and assessing quotations, and recommending appropriate insurance markets. The Marketing Representative prepares submissions, quotations, and policy orders; coordinates binding and invoicing; and helps ensure issued policies are accurate. The role also requires maintaining knowledge of carrier underwriting criteria, rates, plans, and marketing policies, using agency automation and carrier online rating tools proficiently, following department procedures, and pursuing personal and professional development.

Requirements

• High school diploma.
• Property & Casualty Agent’s or Broker’s License.
• Strong technical knowledge of coverages across commercial lines insurance.

Nice To Haves

• College degree in a business-related field.
• Three or more years of general agency or company experience.

Responsibilities

• Assist with prospecting new accounts by supporting sales staff, soliciting rounding opportunities, developing risk potential, and analyzing customer insurance needs.
• Market assigned accounts, obtain and evaluate quotations, and determine and recommend markets.
• Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
• Know carrier-approved rates and be able to explain policy ratings.
• Learn and become proficient with carriers’ online rating systems.
• Prepare complete and accurate submissions.
• Prepare or modify quotations as needed.
• Maintain a task file to follow up on outstanding quotation requests.
• Prepare policy orders for the successful carrier and handle binding and invoicing as appropriate.
• Check carrier-issued policies for accuracy when requested, and inform the carrier and client of needed corrections.
• Use agency automation with a high level of knowledge and proficiency.
• Follow procedures in the Commercial Lines Procedure Manual.
• Pursue personal and professional development.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee stock purchase plan
• 401(k)
• Student loan assistance
• Tuition reimbursement
• Free mental health and enhanced advocacy services
• Paid time off
• Paid holidays
• Preferred partner discounts

What This Job Offers

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