Marketing Specialist
About The Position
A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states. We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients. We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace. We are looking for a Digital Marketing Specialist to join our firm. The Marketing Specialist will be responsible for proactively identifying cross-sell opportunities, sales pipeline management, maintaining marketing expertise in property and casualty insurance, acting as a risk advisor to the Account Management team and upholding a close partnership with carriers to support business development activities while maintaining high service standards and improving retention.
Requirements
- Approved P&C State Licenses needed.
- At least 10 years of Commercial Lines Account Management experience
- At least 2 years of Commercial Insurance Marketing experience
- Familiar with Customer Account Servicing
- Demonstrated success in customer service skills
- High School Degree Required
- Appropriate insurance agent’s license required
- Word processing, spreadsheets, email software and other related programs.
- Comfortable working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.
- Proficiency in Excel, PowerBI and data analytics.
Nice To Haves
- 4 Year Degree Preferred
Responsibilities
- Identify and execute cross sell opportunities.
- Review submissions and applications for accuracy and completeness.
- Analyze underwriting information to determine risk exposure.
- Generate and compare quotes from multiple carriers using online rating systems and manual processes.
- Collaborate with Account Manager to determine the best coverage options for clients through expert risk assessment.
- Communicate directly with underwriters to clarify guidelines and negotiate pricing and terms when appropriate.
- Ensure quotes meet all agency and carrier compliance standards.
- Maintain accurate records in agency management systems.
- Stay up to date on carrier appetites, market conditions, and industry regulations.
- Proactively work reports to identify cross-sale opportunities.
- Work reports to identify lost business and determine eligibility for win-back opportunities.
- Effectively market, rate and quote cross sell opportunities to drive new business sales.
- Maintain an up to date cross sell opportunity pipeline to proactively quote business and provide advisory guidance to account managers.
- Coverage training and utilization of carrier trainings.
- Develop strong communication with Underwriters to build our relationship.
Benefits
- health/dental/vision/life/disability insurance
- FSA, HAS and 401(k) accounts
- paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
- eligible annual bonuses, equity and commissions may be available for some positions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
