Insurance Marketing Placement Specialist

POSITION SUMMARY

The Insurance Marketing Placement Specialist is responsible for working closely with Producers and Carriers within the office. The Insurance Marketing Specialist will need to be a dynamic person who works well with people and is looking to grow in a fast-paced company.

Responsibilities 

•    Rate and quote policies in multiple Carrier Websites.
•    Negotiate premium and coverage on accounts.
•    Administrative duties including proposal presentations, gathering documents for policies to be issued, printing ID cards and binders for new business, and data entry into the agency management system.

•    This individual will be responsible for supporting new commercial lines placement efforts

•    Develop a full working knowledge of commercial lines procedures

•    Assist the Marketing Manager in all aspects of preparing an account for submission to the insurance company and through the proposal process

•    Full working knowledge of carrier online rating systems

•    Follow up with carriers for submission status, quotes, etc.

•    Prepare and / or modify quotations and / or proposals when required

•    Maintain a suspense file for proper follow up of outstanding quotation requests if applicable

•    Utilize agency automation with a high level of knowledge and proficiency

•    Coordinate the transition of accounts from Marketing to the appropriate service team

SUPERVISORY RESPONSIBILITIES

      None

SKILLS AND TRAINING
•    Excellent written and oral communication skills. 

•    Strong computer skills and proficiency with Microsoft Office.
•    Ability to adhere to deadlines and multi-task in a fast-paced environment.
•    Strong technical knowledge of coverage in all commercial lines insurance coverage.

•    Knowledge of AMS360 is a plus.

•    3+ years generalist commercial insurance experience.

•    Proficient in Microsoft Office Suite.

EDUCATION 

• College Degree preferred

WORK EXPERIENCE 

3 years experience in the Insurance industry.

LICENSES AND/OR CERTIFICATES

        Licenses and Certifications                                                            

      An active New Jersey Property and Casualty Insurance License is required.

WORKING CONDITIONS

Work is performed in a normal office environment.  Noise levels are usually moderate. 

HAZARDS

The hazards are mainly those present in a normal office setting.           

This job description may not be all-inclusive.  Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.          

                                                                                          
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.