Business Insurance Small Business Unit Marketing Specialist
Marsh
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Benefits offered by this job
Job summary
Marsh Agency in Georgia is seeking a Business Insurance Small Business Unit Marketing Specialist who can collaborate with production teams to tailor placement solutions for small to mid-sized commercial accounts. The role requires coordinating with producers, handling renewals, preparing applications, maintaining carrier relationships, and applying market knowledge to pricing and product decisions.
Top candidates will have SBU Client Manager experience, licenses, and advanced MS Office/AMS
Qualifications
- 3 to 5 years of prior experience in a SBU Client Manager role, including marketing and placement support.
- Associate's or Bachelor's Degree preferred.
- Desired experience in commercial rating.
- Property Casualty Resident’s License Required; Annual CE Requirement.
- Strong listening, verbal, and written communication skills; excellent customer service.
Responsibilities
- Collaborate closely with production teams to develop placement solutions for small to mid-sized commercial accounts.
- Conduct monthly meetings with producers and account managers to review renewals and formulate marketing strategies.
- Request and prepare new business and renewal applications and supplements for carriers.
- Enter rating information into automated processing systems and quote new business as directed.
- Maintain carrier relationships and communicate pricing and product information.
- Stay informed on marketing trends and carrier developments and disseminate knowledge as needed.
- Support carrier directives and guidelines; assist Client Teams with data entry in the Agency Management System.
- Provide backup to production teams and help manage workloads and workflows.
- Document files per company guidelines and execute surplus lines filings as necessary.
- Deliver proposals, coverage comparisons, client marketing summaries, and benchmarking to clients.
Skills
Education
Tools
Job description
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Business Insurance Small Business Unit Marketing Specialist at Marsh Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
As an Business Insurance Small Business Unit Marketing Specialist, you will:
- Collaborate closely with production teams to develop placement solutions that meet the needs of small to mid-sized business insurance accounts.
- Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
- Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
- Enter relevant rating information into automated processing systems and quote new business as directed.
- Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products.
- Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed.
- Support authorized carrier directives and guidelines.
- Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed.
- Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
- Maintain established service and quality standards.
- Document files in accordance with company guidelines.
- Execute surplus lines filings as necessary.
- Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.
We’d love to meet you if your professional track record includes these skills:
- 3 to 5 years of prior experience in a SBU Client Manager role, including marketing and placement support.
- Associate's or Bachelor's Degree preferred.
- Desired experience in commercial rating.
- Advanced designations (CPCU, CIC, AU, ARM, CRM) are a plus.
- Strong listening, verbal, and written communication skills, along with excellent customer service abilities.
- Acute attention to detail, a sense of urgency, and strong problem-solving skills.
- Maintain a positive and respectful attitude towards colleagues.
- Ability to work collaboratively as a team member to achieve profit center and overall company goals.
- Solid negotiation skills, with a strong awareness of attitudes, tone, and timing.
- Established relationships with carriers.
- Intermediate industry and product knowledge.
- Intermediate to advanced proficiency in Microsoft Office products (Outlook, Word, PowerPoint) and advanced proficiency in Excel.
- Experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio.
- Intermediate understanding of tools such as Reference Connect and Mod Master.
- Commitment to modeling MMA Core Values: Collaboration, Passion, Innovation, and Accountability.
- Property Casualty Resident’s License Required
- Annual CE Requirement
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/marsh_mma
- https://www.linkedin.com/company/marsh-mclennan-agency/
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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