Marketing Executive


The Marketing Executive is responsible for marketing new and renewal Business Insurance business accounts, managing the marketing process and providing advice and assistance requiring advanced technical and industry knowledge to meet client needs and resolve difficulties.

Essential Duties and Responsibilities:

-- Review submission of current / renewal policy design and rate information, historical claims experience data, and any additional related materials required to prepare for submission of risk. Advise Client Executive if further information or clarification is needed.
-- Combine and consolidate industry data to provide an evaluation of potential markets based on claims experience, losses, location, and industry trends.
-- Pre-qualify a risk via a survey of standard carriers and researching SAGE, SilverPlume, Assurex Partners, etc. for additional marketing opportunities.
-- Present potential markets to Client Executive, educating and informing them of recent industry trends and events or regulations impacting the market; potential risks the client presents, and other factors which may affect Carrier quotes.
-- Submit the risk to the marketplace ensuring carriers have all information they require and data is accurate and current.
-- Provide Client Executive with an initial and updated Marketing Summaries.
-- Correspond with carrier representatives to coordinate activity, provide information, and advocate on behalf of the client, suggesting limitations and/or modifications to the policy terms to obtain the best possible quotes.
-- Analyze market proposals to verify coverages, premium rates and competitiveness.
-- Call attention to and resolve with underwriter(s) any omissions on viable quotes.
-- Present quotes to Client Executive and bind coverages.
-- Summarize the submissions made, quotes received and factors that affected quotes.
-- Follow through on changes resulting from client requests at the time of the Proposal.
-- Provide oversight to Account Associate when coverage is to be bound.
-- Establish and maintain effective, positive working relationships with Associates, clients and carriers.
-- Ensure deliverables are prepared to satisfy client and carrier requirements and schedule.
-- Facilitate problem solving and collaboration when faced with client difficulties.

Education and/or Experience

A service oriented individual with high personal standards and a hands-on work style, comfortable working at a varying pace, managing multiple deadlines, and adjusting priorities is required.  In addition, this position interacts with a large group of internal associates and external vendors with whom excellent relationships are crucial to our firm and clients’ success.

-- Must possess a strong understanding of Commercial coverages, exposure issues and carriers such that this expertise is recognized by colleagues and clients.
-- Successful work history to include 3 to 5 years experience in a professional office setting in which job responsibilities were related to those specified above.
-- Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.
-- Skill in organizing resources and establishing priorities.
-- Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
-- Maintain a valid Drivers License & have reliable transportation.

Work Environment and Physical Demands:

-- Ability to use computer keyboard and sit in a stationary position for extended periods.
-- Work is performed in a typical interior/office work environment.
-- Travel consisting of 1 – 2 days per month to clients within the San Diego County.
-- Extended work hours of up to 10 hrs/day required on occasion due to seasonal workload and participation in networking and industry functions that begin well before the workday, and may extend well into the evening.


Click HERE for PDF version.