Insurance Brokerage Marketing Representative

Location Garden City, NY

Salary $100-130,000

Our client, a 100+ person broker that is known for its pleasant professional work environment is currently searching for a marketing representative with star potential.

The position involves negotiating with underwriters and placing new and renewal business ($250,000 to $4,000,000 pv)

Qualifications

• Exercise independent judgement and discretion when performing associated responsibilities that are aligned and directed to the continued success of the department. Including, but not limited to:
• Develop high level, strategic relationships with SterlingRisk’s top carriers and wholesale brokers
• Responsible for the placement of both new and renewal business across multiple lines with multiple carriers- this includes the negotiation of premium and coverage
• Reference the SureCOVER checklist when reviewing quotes and binders to prevent E&O’s as well as any possible gaps in coverage
• Management of wholesale broker relationships
• Oversee the overall set up of each account they are assigned to in Salesforce
• Preparation of reports for Marketing Manager
• Provide weekly updates to Marketing Manager on outstanding items or issues
• Adherence, compliance and full utilization of all technology tools (i.e. EPIC, Outlook, Salesforce, etc.)

Essential Functions:

• Thorough review of submissions received from Account Executives before sending to market.  This includes, checking the accuracy of the data entered on the Acord, supplemental applications, and  loss runs/summary
• Work with the Associate Marketing Rep during the preparation of new business submissions
• Attend prospect and renewal strategy meetings
• Confirm the accuracy of quotes and binders received from carriers and transfer these quotes/binders to the SterlingRisk proposal
• Update Epic with details and any progress on each account
• Maintain and update department carrier files, diaries, and contact lists
• Prepare insurance market presentations
• Create and review new business and renewal proposals
• Review binders, policies, endorsements and other related items; verify their accuracy and facilitate corrections when necessary

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To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net