Marketing Coordinator

Reliance Partners, LLC; Chattanooga, Northern (TN, KY); Hybrid; USD 36,000 - 60,000; Full time

Job summary

Reliance Partners, LLC is seeking a Marketing Coordinator to support the Marketing Department with maintenance and processing of client accounts. The role works under the VP of Marketing, following the agency manual, and adheres to insurance contract requirements and company policy.

You will set up submissions and finance contracts for Renewal accounts, run MVRs, complete IFTA and Loss Summaries, and maintain client records in the CRM.

Qualifications

• Active state Commercial Property & Casualty license preferred.
• Excellent verbal and written communication.
• Ability to interact professionally with staff and customers.
• Team player in a fast-paced environment.
• Organized and adaptable to changing policies and procedures.
• Strong computer skills with Microsoft Office, email, and internet.

Responsibilities

• Assist Marketing Department with maintenance and processing of customer accounts.
• Set up submissions, proposals, and finance contracts for Renewal accounts.
• Run MVRs, complete IFTA and Loss Summaries, and maintain client records.
• Maintain records and update renewal information in the CRM.
• Support daily office functions and overall sales workflow.

Skills

Verbal and written communication

People management

Team collaboration

Organizational skills

Microsoft Office

Education

Commercial Property & Casualty license

Tools

CRM software

Office Suite

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.