Marketing Specialist

Brown & Brown Insurance•Milwaukee, WI

23d•Onsite

About The Position

Brown & Brown is seeking a P&C Account Manager to join their growing team in Milwaukee, WI. This role involves designing, marketing, and implementing complex insurance programs, conducting strategic planning meetings with clients to recommend risk management programs, and coordinating services between clients and insurance companies. The P&C Account Manager provides day-to-day consulting and client advice, often functioning as the overall Engagement Leader or Executive responsible for the account, or as the main specialty broker in their coverage areas. This role also involves delegating tasks and providing leadership to ensure satisfactory performance from all involved team members.

Requirements

5 or more years of experience in the industry
Licensed as a Producer of Property and Casualty in applicable state
Expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each as well as the B&B philosophy regarding these products and services.
Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors.
Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly.
Demonstrates good listening skills to enhance understanding and probes effectively.
Strong attention to detail.
Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
Demonstrates a sense of urgency.
Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.
Develops and maintains a working knowledge of B&B systems.
Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
Ability to work in a team environment that is constantly changing.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position

Nice To Haves

Insurance designation preferred
College degree preferred
Participates in continuing education in order to maintain the appropriate level of credentials.

Responsibilities

Develops knowledge of a client’s business and industry and their specific risk profile through their business model, asset portfolio, product and cash flow, loss history, etc.
Identifies the client’s exposure to loss and the means to address them; predominantly through insurance risk transfer.
Identifies tolerance to risk retention and service needs and protocols.
Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections.
Negotiates with underwriters on behalf of our clients to develop the best program.
Creates insurance proposals to compare competitive insurance program options and recommend the best program for our clients.
Links risk identification, risk funding and service techniques to develop alternative program design strategies.
Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness.
Accurately completes the Renewal Information Request.
Develops and maintains relationships with underwriters and other service providers.
Keeps abreast of changing market conditions and innovations.
Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews.
Promptly and accurately responds to client requests.
If responsibilities are delegated, follows through to ensure client received timely response.
Provides leadership to others on team and at company.
Typically responsible for managing the work of others on the account.
Provide performance related feedback to others and assist them with their professional development.
Participates in identifying new business opportunities.