Marketing Specialist Lead

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: >.

SUMMARY

Responsible for providing marketing negotiation and analysis on P&C prospects, and managing marketing materials and events. Responsible for obtaining alternate quotes and providing marketing negotiation of existing accounts on assigned customers and/or policies. Supports producer in soliciting of new business and other Producer-led efforts. Provides mentoring to staff to support immediate supervisor/Marketing Manager.

This opportunity falls under our Alliant Specialty division.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Fosters and manages overall relationship with insurance carriers, wholesalers, and other third party vendors to ensure retention of middle and large market book of business;

Supports Producer in developing new business opportunities for existing clients and prospects;

Analyzes and compares current exposures and develops renewal or new business specifications for marketing;

Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;

Works on renewal strategy with Producer and Account Manager to obtain competitive quotes;

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

Reviews and summarizes marketing results and prepares proposals;

Finalizes proposals and presentations in coordination with Producer;

Binds insurance coverage and prepares binders and/or delegate certificates issuance;

Notifies producer of pertinent information related to client retention;

Meets with clients as needed or directed by Producer;

Provides mentoring to staff to support immediate supervisor/Marketing Manager;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

QUALIFICATIONS
EDUCATION/EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Eight (8) or more years related work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

SKILLS

Excellent verbal and written communication skills

Advanced planning, organizational and prioritization skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Proficient in Microsoft Office Suite

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