Marketing Representative - Military veterans preferred

2024-04-16
AppCast (https://www.appcast.io)
Other

/yr

  full-time   employee


West Des Moines
Iowa
50265
United States

Job Type

Full-time

Description

This position is responsible for marketing to carriers and assisting Risk Advisors in quoting and writing new business. Marketing Representatives work independently and effectively negotiate with our carrier partners to write new business using time management tactics to meet deadlines. This position is responsible for the marketing and placement of new business.

North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 425 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community.

PRIMARY RESPONSIBILITES:

Write new business in a quick, timely, and accurate manner.
Collaborate with Risk Advisors to determine markets and coverages needed.
Record information into the management system to generate applications used to market to carriers.
Receive, review, and prepare marketing applications for commercial accounts.
Analyze and review quotes and coverages from carriers for accuracy and distribute quotes from carriers internally.
Create and distribute marketing proposals to sales staff.
Proactively manage the process and meet deadlines to ensure client and Risk Advisor satisfaction.
Exercise independent judgment and discretion to meet client needs.
Transition new business accounts to the account manager and update internal systems to reflect account as sold and input clear directions to the account manager for a smooth transition.
Enter activity and other relevant information into the company's software system(s) in accordance with company procedures.
Provide support and knowledge to sales and service staff throughout the marketing process.
Understand and promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, Zywave tools, etc.).
Develop and maintain strong positive relationships with carriers.
Attend and actively participate in agency service training meetings.
Travel to and attend carrier meetings as necessary.
Analyze trends and advancements in the insurance and finance industries, as well as changes to the regulatory climate for businesses and the insurance industry overall.
Disseminate trends and advancements of the carrier marketing industry with sales and service departments.
Follow all federal and state regulations, and best practices for avoiding errors and omissions.
Mentor new marketing employees by guiding them on marketing methods and the company's mission and values.
Continue professional development by pursuing and maintaining professional designations.

SECONDARY RESPONSIBILITES:

Assist with renewal marketing as needed while working with the Account Manager and Risk Advisor.
Perform miscellaneous projects and complete various tasks as requested by management.

Requirements

Education, Experience, and Certifications:

High school degree or equivalent required.
Bachelor's degree preferred, but not required.
Preferred 5 years in the insurance industry.
Previous insurance marketing and/or insurance customer service experience preferred.

BEHAVIOR EXPECTATIONS:

A role model for North Risk Partners core values, mission, and desired culture
Demonstrate enthusiasm and a positive attitude
A self-starter who takes initiative to identify problems and lead by example
Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice
Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience
Strong attention to detail with excellent organizational skills
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A team player who collaborates and works well with his/her coworkers
A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

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