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Legacy Risk SolutionsPosted 3 weeks ago

Personal Lines Insurance Marketing Specialist

On-siteAugusta, Georgia, United States

Full TimeMedium

Job Summary

Partner with Producers and Personal Lines Account Managers to develop marketing strategies for new and renewal personal insurance accounts. Prepare complete underwriting information to obtain competitive quotes for homeowners, auto, umbrella, and other personal lines coverages. Evaluate carrier proposals, deductibles, and exclusions to ensure appropriate recommendations, then review firm quotes for accuracy before presenting options. Coordinate coverage binding and maintain accurate documentation within the agency management system. Build strong relationships with carrier marketing representatives and underwriters to stay informed on product enhancements and market trends. Participate in carrier meetings, product training, and continuing education to remain current on industry changes. Identify opportunities to improve marketing workflows and placement strategies while supporting agency growth through responsive, accurate, and timely services.

Required Qualifications

  • High school diploma or equivalent
  • Minimum of 2–4 years of personal lines insurance experience within an independent insurance agency
  • Active Property & Casualty (P&C) insurance license or the ability to obtain within a designated timeframe
  • Strong understanding of personal insurance products, underwriting guidelines, carrier appetite, and marketing processes
  • Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
  • Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail
  • Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners
  • Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy
  • Self-motivated, collaborative, and committed to delivering exceptional internal customer service

Desired Qualifications

  • Associate's or bachelor's degree
  • Experience marketing homeowners, personal auto, umbrella, flood, dwelling fire, watercraft, motorcycle, RV, and other personal insurance products
  • Experience working with Applied Epic or similar agency management systems

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