Insurance Marketing & Placement Pro — ESOP Team

Winter-Dent & Company; Columbia Township (MO); Presencial; USD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous benefits package

ESOP

Resumo da oferta

Winter-Dent & Company is seeking a Marketing/Placement Coordinator to oversee new business and renewal marketing for mid-size, moderately complex P&C accounts. You will collaborate with Producers, Account Managers, and Account Executives to gather underwriting information, market to carriers, review quotes, and support the delivery of competitive proposals.

In this role you will manage carrier outreach, maintain organized marketing documentation, stay informed on market trends, and build strong

Qualificações

• You have 2+ years of insurance industry experience.
• P&C license acquired upon hire or within 90 days of employment.
• Experience in client-facing insurance roles (Account Manager, CSR, etc.) and managing accounts through renewal or binding.
• Ability to communicate effectively, build meaningful connections, and calmly de-escalate frustrated clients.

Responsabilidades

• Manage new business and renewal marketing for mid-size, moderately complex accounts.
• Pre-qualify risks and determine appropriate carrier markets, in partnership with the Sr. Marketing Coordinator.
• Partner with Producers and Account Managers to gather information for applications and underwriting data.
• Prepare and submit applications and supporting documentation to carriers (or online rating submissions).
• Ensure all documentation and steps are tracked in the agency CRM (Applied EPIC).
• Manage carrier follow-up to ensure timely responses and quote turnaround.
• Review quotes for accuracy, coverage, and competitiveness.
• Work with Producers to determine recommended quote options for presentation.
• Provide finalized quotes to Account Managers for secondary review and presentation.

Conhecimentos

Insurance industry experience

Client communication

Relationship building

Formação académica

P&C license

Descrição da oferta de emprego

Winter-Dent & Company is seeking a Marketing/Placement Coordinator to oversee new business and renewal marketing for mid-size, moderately complex P&C accounts. You will collaborate with Producers, Account Managers, and Account Executives to gather underwriting information, market to carriers, review quotes, and support the delivery of competitive proposals.

In this role you will manage carrier outreach, maintain organized marketing documentation, stay informed on market trends, and build strong