Marketing Manager

The Marketing Manager is responsible for helping to drive agency growth through the design, management and placement of commercial property and casualty placement.  This is a key agency role that works collaboratively with all agency partners to analyze data, develop a go to market strategy for perspective / current clients and help communicate our solutions and service offering to our clients.

Primary Duties:

Leadership:

• Take ownership of assigned projects and meetings, make recommendations and presents results to business partners.
• Proficient in leading self, exhibiting self-awareness while also effectively managing ambiguity.
• Actively supports business goals and is a positive member of the division.

Business Acumen:

• Has an in-depth understanding and knowledge of a few basic business drivers and disciplines such as: underwriting, products, reinsurance, distribution, sales, operations, risk control, claim, and financials.
• Able to effectively utilize this business knowledge in developing analytic solutions.
• Has a foundational perspective of the primary industry and developing trends such as: technology, analytic methodology, products and performance of competitors.
• Is familiar with a couple other key business drivers and disciplines.

Relationship Management:

• Negotiate property and casualty insurance terms and conditions with underwriters.
• Manage carrier relationships.
• Proactively build and own professional business relationships across the BI&AA community across the Enterprise.
• Generate and solicit ideas, and begin to build consensus with guidance.
• Aware of potential conflict and begins to addresses with guidance.
• Begin to set and manage expectations with business partners for small projects.

Quantitative Analysis:

• Perform complex client analysis by researching exposures, insurance coverages and limits.
• Review quotes, proposals, contract insurance requirements, rating worksheets, audits for accuracy, compliance or other insurance objectives.
• Prepare submissions, gathering information from sales executive and other team members and facilitate the ordering of loss control and claim reports for marketing purposes.
• Make necessary fee arrangements.
• Prepare written and oral correspondence, reports, analysis and proposals as needed.
• Research market trends and marketplace competition.
• Evaluate and use appropriate data, tools and methods.

Bell Insurance Standards:

• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• 5 years insurance industry experience
• Resident state agent license
• Bachelor’s degree or equivalent experience
• Able to perform analytics independently, can effectively plan next steps within analyses with little oversight.
• Able to contribute on more complex analytical work with guidance.
• Ability to manage and find insurance solutions for sophisticated risk management accounts
• Extensive knowledge of carriers and industry-standard coverage forms
• Skilled at negotiation and problem solving
• Demonstrated project management skills
• Ability to communicate effectively at all levels internally and externally – in person, over the phone, and in writing.
• Demonstrated proficiency in Microsoft
• Regular travel to client and prospect sites
• Occasional travel to branch office locations, seminars, and training