Insurance Marketing Specialist - Commercial Lines

Position Description:

The Insurance Marketing Specialist will manage marketing initiatives to promote insurance products and services, as well as handle client inquiries and sales. The role requires a deep understanding of insurance products, the ability to market them effectively, and the capacity to build and maintain client relationships. This position combines a focus on sales and marketing with strong customer service skills.

Key Responsibilities:

• Sales & Client Acquisition

• • Identify and prospect potential clients through inbound and outbound methods (calls, emails, networking events, etc.).
  • Conduct needs assessments to recommend appropriate insurance coverage options (life, health, home, auto, etc.).
  • Manage a portfolio of clients, provide policy updates and renewals, and manage claims as needed.
  • Create a spreadsheet of all quotes and follow up on them
  • Turn the completed file over to the Producer to set appointments
  • Negotiate terms and pricing

• Marketing Strategy Development:

• • Collaborate with the Producer to determine potential markets to approach and develop strategies that promote the agency’s insurance products and services.
  • Order and send loss runs to markets
  • Develop and implement digital marketing campaigns to attract new clients, including social media, email marketing, and online advertising.
  • Monitor the effectiveness of marketing campaigns and adjust strategies to optimize results.

• Customer Support & Relationship Management

• • Provide excellent customer service to existing clients by addressing their inquiries, offering policy upgrades, and providing consultation services.
  • Foster strong relationships with clients to ensure long-term retention and satisfaction.

• Compliance & Documentation

• • Ensure compliance with state and federal insurance regulations and company policies.
  • Maintain accurate client interactions, insurance policies, and marketing results records.

Required Qualifications:

• Must hold a valid Property & Casualty Producer license
• Marketing Knowledge: Experience in digital marketing, content creation, and lead generation.
• Sales Skills: Proven ability to generate leads and close sales.
• Communication Skills: Strong verbal and written communication skills to effectively interact with clients and colleagues.
• Organizational Skills: Managing multiple tasks and prioritizing work to meet deadlines.

Preferred Qualifications:

• Experience in both insurance sales and marketing roles.
• Familiarity with CRM software, email marketing platforms, and social media management tools.
• A bachelor’s degree in marketing, business, or a related field is preferred.

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

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