Marketing Specialist | Personal Lines

Oakbridge Insurance Agency • Charleston, SC

20d

About The Position

The Marketing Specialist is responsible for marketing new personal insurance opportunities to carrier partners and securing appropriate coverage terms for clients. The role manages and qualifies incoming requests, prepares submission materials, evaluates carrier quotes, presents options to prospects, and facilitates binding when coverage is selected. It requires strong analytical skills, attention to detail, and productive relationships with clients, producers, insurance carriers, and internal team members.

Requirements

• Strong attention to detail, organizational skills, and time-management skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple marketing submissions and deadlines simultaneously in a fast-paced environment.
• Proactive problem-solving and analytical abilities.
• Ability to work independently and collaboratively as part of a team.
• Ability to follow established workflows, procedures, and compliance standards.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Understanding of personal insurance coverage and underwriting processes.
• Experience working with carrier underwriters and insurance markets.

Nice To Haves

• Active Property & Casualty Insurance License.
• Two or more years of experience in personal insurance marketing, underwriting, or account management.
• Familiarity with agency management systems such as Applied Epic.

Responsibilities

• Manage intake of quote requests and referrals.
• Secure underwriting information needed to qualify accounts and prepare submissions.
• Communicate with carrier representatives and underwriting teams.
• Submit complete applications and supporting documentation using carriers’ online rating systems and submission processes.
• Evaluate carrier quotes and proposals for coverage accuracy and competitiveness.
• Present coverage options to prospects.
• Bind coverage after securing applications and premiums.
• Maintain accurate and timely documentation in the agency management system.
• Track and manage marketing data, including the number of requests, how they were received, and their outcomes.
• Evaluate changing market conditions, carrier appetites, and emerging coverage solutions.

Benefits

• 401(k) plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid life insurance.
• Company-paid short- and long-term disability coverage.
• Health insurance plan.
• Supplemental voluntary benefits.
• Friendly and flexible work environment.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed