Small Business Unit Marketing Specialist

Marsh McLennan•Alpharetta, GA

6d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Small Business Unit Marketing Specialist to join their team. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role involves collaborating with production teams to develop placement solutions for small to mid-sized business insurance accounts, managing marketing and renewal strategies, preparing applications for submission to carriers, and maintaining relationships with authorized carriers. The specialist will also stay informed on market trends, support carrier directives, assist with data entry, provide backup support to production teams, and ensure adherence to service and quality standards. The position requires executing surplus lines filings and delivering client-facing documents such as proposals and coverage comparisons.

Requirements

3 to 5 years of prior experience in a SBU Client Manager role, including marketing and placement support.
Associate's or Bachelor's Degree preferred.
Desired experience in commercial rating.
Strong listening, verbal, and written communication skills, along with excellent customer service abilities.
Acute attention to detail, a sense of urgency, and strong problem-solving skills.
Maintain a positive and respectful attitude towards colleagues.
Ability to work collaboratively as a team member to achieve profit center and overall company goals.
Solid negotiation skills, with a strong awareness of attitudes, tone, and timing.
Established relationships with carriers.
Intermediate industry and product knowledge.
Intermediate to advanced proficiency in Microsoft Office products (Outlook, Word, PowerPoint) and advanced proficiency in Excel.
Experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
Intermediate understanding of tools such as Reference Connect and Mod Master.
Commitment to modeling MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
Property Casualty Resident’s License Required.
Annual CE Requirement.

Nice To Haves

Advanced designations (CPCU, CIC, AU, ARM, CRM) are a plus.

Responsibilities

Collaborate closely with production teams to develop placement solutions that meet the needs of small to mid-sized business insurance accounts.
Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
Enter relevant rating information into automated processing systems and quote new business as directed.
Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products.
Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed.
Support authorized carrier directives and guidelines.
Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed.
Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
Maintain established service and quality standards.
Document files in accordance with company guidelines.
Execute surplus lines filings as necessary.
Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.