Insurance Marketing Coordinator: Renewal Accounts & CRM

Reliance Partners

Birmingham (AL)

On-site

USD 42,000 - 64,000

Full time

13 days ago
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Job summary

Reliance Partners is seeking a Marketing Coordinator in Birmingham, AL to support the Marketing Department with client account maintenance and processing. The role offers growth within a fast-paced transportation insurance team and requires independent work from the VP of Marketing's guidance.

Responsibilities include renewal submissions, MVRs, IFTA summaries, and CRM updates, with strong emphasis on accuracy, organization, and professional communication.

Qualifications

  • 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.

Responsibilities

  • Work with Marketing Manager on 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.

Skills

Verbal communication
Written communication
People management
Team collaboration

Education

Commercial Property & Casualty license

Tools

Microsoft Office
Email
Internet

Job description

Reliance Partners is seeking a Marketing Coordinator in Birmingham, AL to support the Marketing Department with client account maintenance and processing. The role offers growth within a fast-paced transportation insurance team and requires independent work from the VP of Marketing's guidance.

Responsibilities include renewal submissions, MVRs, IFTA summaries, and CRM updates, with strong emphasis on accuracy, organization, and professional communication.

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