Marketing Specialist
$150,000–$200,000 year
RemoteChicago, Illinois, United States
Job Summary
Identify and execute cross-sell opportunities while managing the sales pipeline and maintaining an up-to-date opportunity pipeline. Review submissions for accuracy, analyze underwriting information to determine risk exposure, and generate quotes from multiple carriers using online rating systems and manual processes. Collaborate with Account Managers to determine the best coverage options through expert risk assessment and communicate directly with underwriters to clarify guidelines and negotiate pricing. Ensure all quotes meet agency and carrier compliance standards while maintaining accurate records in agency management systems. Proactively work reports to identify lost business and determine eligibility for win-back opportunities. This role requires approved P&C state licenses and proficiency in Excel and PowerBI.
Required Qualifications
- Approved P&C State Licenses
- At least 10 years of Commercial Lines Account Management experience
- At least 2 years of Commercial Insurance Marketing experience
- Familiar with Customer Account Servicing
- Demonstrated success in customer service skills
- High School Degree
- Appropriate insurance agent's license
- High level of organization ability
- High degree of self-discipline and motivation
- Ability to follow processes and procedures
- Solution driven, problem solving skills
- Proven analytical skills
- Must be detail-oriented
- Ability to work independently
- Ability to understand and manage complex accounts
- In-depth P&C Insurance coverage and market knowledge
- Team player with a strong work ethic
- Effective, professional verbal and written communication skills
- Ability to effectively market, rate and quote cross sell opportunities
- Ability to maintain an up to date cross sell opportunity pipeline
- Ability to provide advisory guidance to account managers
- Proficiency in Excel
- Proficiency in PowerBI
- Proficiency in data analytics
- 2-5 years of relevant experience
- High school or equivalent education
- No travel required
Desired Qualifications
- 4 Year Degree
- Coverage training and utilization of carrier trainings
- Ability to develop strong communication with Underwriters
- Ability to build our relationship with Underwriters
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.