Marketing Specialist

Summary of the Role:

A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Digital Marketing Specialist to join our firm. The Marketing Specialist will be responsible for proactively identifying cross-sell opportunities, sales pipeline management, maintaining marketing expertise in property and casualty insurance, acting as a risk advisor to the Account Management team and upholding a close partnership with carriers to support business development activities while maintaining high service standards and improving retention.

Essential Functions and Responsibilities;

• Approved P&C State Licenses needed.

• Identify and execute cross sell opportunities.

• Review submissions and applications for accuracy and completeness.

• Analyze underwriting information to determine risk exposure.

• Generate and compare quotes from multiple carriers using online rating systems and manual processes.

• Collaborate with Account Manager to determine the best coverage options for clients through expert risk assessment.

• Communicate directly with underwriters to clarify guidelines and negotiate pricing and terms when appropriate.

• Ensure quotes meet all agency and carrier compliance standards.

• Maintain accurate records in agency management systems.

• Stay up to date on carrier appetites, market conditions, and industry regulations.

• Proactively work reports to identify cross-sale opportunities.

• Work reports to identify lost business and determine eligibility for win-back opportunities.

• Other duties may be assigned.

Additional or Daily Responsibilities:

• High level of organization ability.

• High degree of self-discipline and motivation.

• Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient.

• Solution driven, problem solving skills and proven analytical skills.

• Must be detail-oriented.

• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.

• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute requests on time.

• Ability to understand and manage complex accounts while working under tight timeframes.

• In-depth P&C Insurance coverage and market knowledge.

• Team player with a strong work ethic.

• Effective, professional verbal and written communication skills.

• Effectively market, rate and quote cross sell opportunities to drive new business sales.

• Maintain an up to date cross sell opportunity pipeline to proactively quote business and provide advisory guidance to account managers.

• Coverage training and utilization of carrier trainings.

• Develop strong communication with Underwriters to build our relationship.

• Proficiency in Excel, PowerBI and data analytics.

Qualifications:

• 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

Education/Experience:

• High School Degree Required

• 4 Year Degree Preferred

• Appropriate insurance agent’s license required

Computer Skills:   Word processing,