Commercial Lines Marketing Specialist - Transportation Department

Position Summary: The Commercial Lines Marketing Specialist Position will be responsible for working with insurance company underwriters to secure competitive quotes and coverages on new or renewal business for presentation by the producers as assigned. Responsible for obtaining online rating options, as requested, in an accurate and timely manner.

Supervisory Responsibilities: None

Essential Tasks:

• Work with Producer to review copies of policies and applications, discussing accounts, market options, coverages, pricing and marketing strategies.
• Prepare a complete and thorough submission on prospective new business accounts including company specific applications via FormPro or Epic custom forms, loss summaries, driver lists, and any other pertinent data.
• Assist Producers in gathering information to obtain quotes for new business, when necessary.
• Submit accounts to insurance companies, negotiating the pricing and coverages, and reviewing underwriting questions with Producers and/or prospective/existing clients.
• Prepare accurate, thorough and professional insurance proposals and discuss with Producers any recommendations or options that should be presented.
• Calculate rate exposures for those insurance companies that are willing to share rating information with our agency.
• Summarize losses for analysis at various deductible or retention levels.
• Have a working knowledge of loss sensitive rating plans to include Deductible Plans, Retention Plans and Retrospective Rated Plans.
• Review all proposals for accuracy before presenting.
• Keep insurance companies informed of outcome of submissions in a timely manner.
• Continually develop marketing relationships with companies that can best serve our clients.
• Once account is written, order all policies from the companies by confirming final pricing, account details and any changes to final quote.
• Ensure all account details are updated in Epic, produce binders on new business when necessary, issue certificates of insurance, issue auto ID cards, prepare reporting forms, and prepare any other detail requested by the Producer for a new business client. After all steps have been completed for new business, transfer the account to the assigned Account Manager for servicing, and transfer outstanding activities to the newly assigned Account Manager (i.e. waiting for policy issuance, invoicing, check policies, etc.).
• Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account while following agency procedures and guidelines for the same, to ensure protection and security of sensitive client data and to document reasons for all changes and actions taken that impact the clients’ account.
• Assist in training other employees at management’s request.
• Perform special requests and projects at management’s request.

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 5+ years of Commercial Insurance experience
• In-depth knowledge of commercial lines coverages and markets, specifically in transportation

Licensing and Credentials:

• Active General Lines or Property & Casualty License required
• Professional Insurance Designations – CIC, CPCU, etc.
• Transportation specific designations preferred - TRIP, STAR, etc.

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity – the potential for growth within the company

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

• Applications will be accepted until the position is filled