Centralized Marketing Unit Marketing Representative

Marsh McLennan•Dallas, TX

About The Position

Marsh McLennan Agency (MMA) is seeking a Marketing Representative to join their Centralized Marketing Unit. This role is crucial for processing RFP submissions and marketing new and renewal business to maintain client insurance programs. The position involves preparing case submissions, analyzing coverage comparisons, and serving as a liaison between the service team and insurance carriers. The company emphasizes innovation, leveraging AI platforms to streamline workflows and enhance productivity while maintaining high standards of quality and client service. They foster a culture that celebrates diversity and offers competitive compensation 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.
Proficient in 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.

Responsibilities

Process RFP submissions and marketing of new and renewal business.
Scrub intake forms for appropriate documentation.
Prepare case submissions (RFP).
Create, complete, or review marketing spreadsheets.
Analyze coverage comparisons and insurance quotes.
Prepare internal underwriting submissions for renewal business.
Serve as the liaison between the service team and insurance carriers.
Collaborate with the service team on developing a renewal timeline.
Maintain RFP/Marketing Timeline.
Update agency recordkeeping system with current policy information.
Function as a team member of the centralized marketing unit to ensure superior service.
Attend meetings with the service team as appropriate.
Attend marketing meetings with insurance carriers as appropriate.
Work within the centralized marketing unit on new and renewal submission completion.
Work within the centralized marketing unit on market strategy for accounts.
Work with other marketing personnel on market strategies.
Communicate between carriers, service team, and producer regarding 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.
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.