Marketing Representative - Illinois & Wisconsin (Local Only)

Universal Property & Casualty Insurance Company; Franklin (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Job summary

Universal Property & Casualty Insurance Company seeks a market-facing professional to support independent agents by developing and implementing business and marketing plans across an assigned agency territory.

The role requires building strong agent relationships, training new and existing agents on products, and collaborating with Marketing to drive growth while traveling up to 75%.

Qualifications

• Experience in budget planning and developing business and marketing strategies.
• Ability to adapt to a changing competitive environment.
• Experience handling conflict situations professionally.
• Demonstrated resourcefulness and initiative.
• Reliable, responsible, and dependable in meeting obligations.
• Self-motivated with the ability to work independently with minimal supervision.
• Strong decision-making and option-offering skills.
• Strong communication with customers, agents, and internal/external contacts.
• Proficient with computer software and multiple programs, especially Excel.

Responsibilities

• Manage an assigned agency territory with travel expectations.
• Develop and maintain professional agency relationships.
• Train agents on company products and procedures.
• Provide feedback on agent meetings and activities.
• Gather competitive intelligence on initiatives and strategies.
• Identify opportunities to expand business and profitability.
• Collaborate with Marketing to plan programs for agents.
• Assist agents with market and business strategy development.
• Monitor monthly production goals.
• Maintain reliable attendance for quality service.
• Adhere to employee policies and procedures.

Skills

Budget planning

Marketing strategy

Adaptability

Conflict resolution

Resourcefulness

Reliability

Self-motivation

Independent work

Decision-making

Communication skills

Excel proficiency

Tools

Microsoft Excel

Job description

Know your rights

Inform yourself of your rights and responsibilities by reviewing the content provided in the list below.

• Employment Eligibility (e-Verify): English & Spanish
• Right to work: English / Spanish

Job Description

Know your rights

Inform yourself of your rights and responsibilities by reviewing the content provided in the list below.

• Employment Eligibility (e-Verify): English & Spanish
• Right to work: English / Spanish

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Overview

Responsible for assisting independent agents by supporting and facilitating the development and implementation of business/marketing plans.

Essential Job Functions

• Manage an assigned agency territory in a state or in multiple states, which may require up to 75% travel and overnight travel as well
• Develop and maintain professional and effective agency relationships
• Train existing agents and new agents on company products and procedures
• Provide daily feedback regarding agent meetings
• Gather information regarding the competition's initiatives and strategies
• Expand current business by consistently understanding changing needs and making appropriate recommendations
• Work with Marketing VP in planning overall marketing, training and strategic programs for independent contractors
• Assist independent agents with development of market and business strategies to increase profitability
• Monitor and report monthly production goals
• Have regular and reliable attendance to ensure that agents receive quality service
• Adhere to policies and procedures of employee handbook

Skill, Experience and Licensure Requirements

• Maintain a constructive, cooperative, positive, and trusting working relationship with others
• Experience or knowledge of budget planning and developing business and marketing strategies
• Ability to adapt to a changing competitive environment
• Experience in handling conflict situations with the utmost professionalism
• Demonstrate resourcefulness and initiative
• Must display ability to be reliable, responsible, and dependable through consistently fulfilling obligations
• Self-Motivated and self-disciplined with the strong ability to work effectively independently with minimal supervision.
• Ability to use decision-making skills to offer options and resolve problems in a variety of contexts
• Demonstrate strong communication skills with customers, agents, and other external and internal sources
• Possess above average computer proficiency and the ability to operate in various software programs simultaneously. Including advanced experience with Microsoft Excel.

Other Skills/Abilities

• Maintain and stay current with knowledge of personal lines insurance
• Maintain and stay current with knowledge of claims and underwriting policies and procedures#ZR

Benefit Highlights

• Industry leading medical, dental and vision insurance plan
• 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately)
• Generous PTO policy
• Eligible for performance based bonuses