The Marketing Manager is responsible for the creation and management of carrier relationships to the mutual benefit of clients, providers and the agency. Responsibilities include sourcing products to meet client needs, following and communicating market trends, offering informed marketing strategy, preparation of new and renewal marketing specifications, guiding selection of carriers, review of submissions and proposals for release, and negotiation of terms, conditions and pricing.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: • Maintain current and relevant knowledge of the insurance marketplace and act as an internal market resource and liaison. Meet with carriers to learn of new products, appetites and service enhancements. Build strong and mutually beneficial relationships with carriers and wholesalers. • Meet with the account team to evaluate account needs and select appropriate markets. Act as consultant to the team to offer up to date market intelligence on products and services, programs, carrier appetites and guide the marketing strategy for assigned accounts. Provide creative solutions for coverage placement. • Evaluate risks and determine appropriate coverage and pricing terms to meet client needs. Discuss risks with relevant markets to gauge interest. Create specifications in appropriate systems and order submission creation within agreed upon service levels time frames. • Control and oversee the submission process. Review drafts of submissions until all corrections and updates have been addressed. Ensure that all current term policy changes occurring during the renewal cycle are captured in submissions. • Send submissions to selected markets. Follow up for quotes. Answer questions and obtain additional information required by underwriters to generate quotes. Negotiate best terms and prices on behalf of clients and favorable commissions on behalf of the agency. • Obtain revised and final quotes. Compare and evaluate quotes in conjunction with the account team. Select those suitable for presentation to clients. • Order proposals within service level time frames. Provide all information necessary for the completion of the proposal. Review and order final corrections and revisions to the template. Approve final version. Give instructions for the assembly of proposals as needed, including additional inserts, exhibits, brochures, reports, etc. • Document all marketing activities in accordance with established procedures so that all account stakeholders can access current status reports. • Order binders from winning markets and alert losing markets of outcome of proposal meetings in a manner that will enhance and demonstrate respect that will foster continued good market relationships. Alert internal service teams about orders to bind. Update all systems to document and finalize marketing cycle. • Perform other duties as requested, including exercising discretion and judgment in prioritizing workload.
KNOWLEDGE, SKILLS, AND ABILITIES • Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding • Demonstrate commitment to continuous learning by advancing insurance knowledge via training and obtaining insurance designations • Must maintain current intel on insurance markets in general and specifically to provide a competitive advantage • Excellent negotiation and relationship management skills • At least five years of similar experience • Must have strong commercial lines technical and market knowledge. Must understand a broad range of coverage and risk alternatives. • Highly proficient with Microsoft Word and Excel • Applied Systems - Epic agency management system experience preferred • Extremely organized • A strong sense of urgency with a strong attention to detail & follow through • Must be able to work independently, on a team and under pressure • Analytical-technically oriented • Strong attention to detail and follow through
BEHAVIOR STANDARD
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent and Together.
WORKING CONDITIONS
Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.
JOB PERFORMANCE STANDARDS
The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.
PHYSICAL REQUIREMENTS
Ability to: • Perform work on a computer for extended periods of time • Sit/stand for extended periods of time in work area • Grasp objects using your fingers (fine motor skills) • Communicate and speak in a clear, concise and professional manner both in person and on the telephone. • Travel by air or ground transportation as required in performing job duties. • Be able to lift and carry objects that weigh a minimum of 40 pounds
Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.
The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.
This job description supersedes any previous oral or written job descriptions.