Personal Lines Marketing Specialist

The Personal Lines Marketing Specialist must provide prompt, accurate, professional proposals and insurance reviews to customers, producers, and company personnel in order to maintain and grow the personal lines book of business.

Responsibilities:

Quote and place new business from referrals, call-ins, web-leads and other sources as opportunities are presented

Provide assistant and counsel on personal lines matters to sales executives and account managers.  Meet daily marketing needs of customers.

Evaluate prospect’s current insurance program and offer alternatives based on coverage and price for producers and “house” accounts.  Present offer/proposal and finalize sale.

Perform high-level prequalification of prospect by acquiring account information needed for PL Rating

Work proactively to remarket policies for Producers and Account Manager while marketing new lines for existing customers

Manage task reports regularly to include and not limited to: expiration list, market cross-sell and market consolidation reports

Maintain high proficiency level with carrier website rating systems and comparative rater to provide accurately priced alternative quotes to customers and prospects

Experience/Education:

Minimum 3 years of Agency Personal Lines experience required

Working knowledge of Companies represented required

Property and Casualty Producers license required

Working knowledge of Word, Excel and the internet required

Webcetera EZLynx Comparative rating system desired

Applied Systems -‘Epic’ system experience desired

Working knowledge of Companies we represent required