Commercial Marketer

Buffalo, NY

Posted: 09/06/2018 Industry: Insurance

An experienced licensed Commercial Marketer is needed to work closely with producers and account managers in determining solutions to write new accounts as well as retain existing commercial accounts. Developing and nurturing insurance company relationships is a critical part of this position.

The candidate must have solid working knowledge in commercial insurance, be externally focused and possess strong negotiation and communication skills. Practical application of the Microsoft Office Suite of products and strong overall computer knowledge are essential. Knowledge of company programs and insurance company underwriting perspective is desirable.

Additional responsibilities of the position include but are not limited to:

• Analyzing accounts and determining proper classifications based on input from internal and external sources
• Prepare submissions to the carriers, negotiate for best program and premium, assemble proposals
• Understand the proposed program & compare coverage against current program
• Communicate market strategies, programs, information, or changes to the Sales force and/or office staff
• Development of a marketing workflow for the agency incorporating existing sales staff
and bank loan officers
• Flexibility to travel as needed to accomplish responsibilities as set forth

Strong writing, organizational and communications skills with attention to detail required. Ability to meet deadlines under pressure and multi-task efficiently.
Proficient skills in all aspects of MS Office Suite (Word, Excel, Outlook, PDF) Ability to display strong communication and negotiating skills
Building and Maintaining strong relations with Carriers and Brokerages

Responsible for data entry into Insurance software system

Develop a full working knowledge of Commercial Lines procedures.

Responsible for Marketing new and renewal business which includes but not limited to, obtaining and evaluating quotations, and determining and recommending markets.

Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.

Know which rates are approved by the respective carriers, and be able to explain the rating of any policy. Learn and become proficient with various carriers online rating.
Prepare complete and accurate submissions. Prepare and/or modify quotations when required.
Maintain a suspense file for proper follow up of outstanding quotation requests. Prepare policy orders to the successful carrier, binding and invoicing as appropriate.
Where requested, check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections.

Required Competencies:
Valid Property & Casualty Producer License

Vince Morreale

Executive recruiting since 1992. One of the most common questions I get asked is, “What areas of recruiting do you specialize in?” My answer is always, “Helping WNY businesses find amazing WNY talent.” It has been in manufacturing, engineering, human resources, sales or any other professional area.

The 12 years prior to joining DeBellis & Catherine Associates, he held human resources generalist positions at United Airlines, Merck Pharmaceuticals and M&T bank, specializing in recruiting and training. Vince holds a dual BS from State University College at Buffalo in business administration and education. He was named partner in January 2006 forming the new name of DeBellis, Catherine & Morreale.

  • Hobbies/fun facts: Classic car enthusiast, golf

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