Insurance Marketing Coordinator

Reliance Partners, LLC; Birmingham, Northern (AL, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Reliance Partners, LLC in Birmingham, AL seeks a Marketing Coordinator to assist the Marketing Department with daily office functions and the maintenance/processing of customer accounts in the transportation insurance industry.

You will set up submissions, proposals, and finance contracts, run MVRs, complete IFTA and loss summaries, and maintain client records while using CRM tools to manage renewal life cycles.

Qualifications

• Active resident state Commercial Property & Casualty insurance license preferred
• Excellent verbal and written communication and people management skills
• Ability to interact with employees and customers in a professional manner
• Able to work as part of a team in a fast-paced environment
• Must be organized and logical, willing to adapt quickly to changing policies and procedures
• Strong computer skills with various software including Microsoft Office, E-Mail, and Internet
• Must be able to effectively communicate verbally and in writing with others

Responsibilities

• Assist the Marketing Department with daily office functions related to maintenance and processing of customer accounts.
• Use Reliance sales tools and CRM to update renewal business life cycle.
• Set up submissions, proposals, and finance contracts.
• Run MVRs.
• Complete IFTA and Loss Summaries.
• Complete company required applications.
• Online Rating Systems.
• Maintain records of existing clients.

Skills

Verbal communication

Written communication

People management

Teamwork

Organization

Computer literacy

Tools

Microsoft Office

CRM software

Online Rating Systems

Job description

Position Descriptions:

The Marketing Coordinator will perform duties primarily related to the efficient and accurate
maintenance and processing of client accounts.

Job Scope:

This position requires employee to perform duties independently or with minimal supervision while operating from the
established direction and instruction of the VP of Marketing and agency manual. Daily decisions, required by this position, are
typically made by following general company policy, insurance contract requirements, company underwriting guidelines,
insurance laws (State or Federal), as well as independent decision making or judgment.

Primary Responsibilities:

Marketing Coordinator will work with the Marketing Department and is responsible for assisting in daily
office functions related to maintenance and processing of customer accounts. This position is a rewarding and exciting long-term
opportunity to work with a fast-paced sales organization and to grow a career within the transportation insurance industry.
In addition to administrative support, performs daily duties listed below:

• Work with Marketing Manager on assigned Renewal accounts
  • Set up submissions, proposals, and finance contracts
  • Run MVRs
  • Complete IFTA and Loss Summaries
  • Complete company required applications
  • Online Rating Systems
  • Maintain records of existing clients
• Use Reliance sales tools and CRM to update renewal business life cycle

Job Requirements:

• Active resident state Commercial Property & Casualty insurance license preferred
• Must have excellent verbal and written communication and people management skills
• Ability to interact with employees and customers in a professional manner
• Able to work as part of a team in a fast-paced environment
• Must be organized and logical, willing to adapt quickly to changing policies and procedures
• Strong computer skills with various software including Microsoft Office, E-Mail, and Internet
• Must be able to effectively communicate verbally and in writing with others

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.