Personal Lines Marketing Specialist
- Employer
- Gail Audibert Associates, Inc.
- Location
- Hartford Connecticut Area
- Salary
- commensurate with experience
- Posted
- May 18, 2018
- Closes
- Jul 17, 2018
- Ref
- 1441
- Category
- Customer Service, Marketing / Communications
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
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