Address
Form of workJob Description
Our insurance partners at Forth Insurance are looking for a Marketing Coordinator to join their team!
Five or more years’ experience with multi-line insurance products and working knowledge of property and casualty insurance markets. One to two years management experience required.
Five or more years’ experience with multi-line insurance products and working knowledge of property and casualty insurance markets. One to two years management experience required.
Summary:
- Directs, monitors, and performs activities related to the marketing of commercial lines accounts through interaction with Producers and Account Executives for appropriate and acceptable underwriting and rating of new business and renewal accounts by performing the following duties.
Duties and Responsibilities include the following.
- Reviews applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
- Reviews account information with Producer or Account Executive to determine market options.
- Submits appropriate forms (applications, supplemental applications, loss runs, etc.) to markets for purpose of obtaining quotes.
- Communicates timely with Producer or Account Executive for additional forms, reports (financial statements, tax statements, etc.) as requested by underwriters in order to acquire quotes.
- Binds coverages with appropriate carrier/broker underwriters as directed by Producer or Account Executive.
- Blocks markets to eliminate competitor quoting privileges by timing submissions to underwriters to be first received.
- Negotiates with underwriters and communicates/obtains requirements to/from Producers or Account Executives.
- Distributes monthly expiration reports to Account Executives and Producers to monitor upcoming renewal dates.
- Facilitates renewal marketing process through communications with Producers or Account Executives 180 days prior to renewal date.
- Develops and maintains relationships with carrier/broker representatives staying abreast of marketing and underwriting developments and trends.
- Maintains schedule of accounts to be marketed and assigns/distributes to Marketing CSR(s) for efficient and balanced workloads.
- Continually builds on product knowledge, trends, and new market opportunities.
- Distributes carrier/broker information as necessary to the Commercial Lines team members, as well as to other agency personnel, as appropriate.
- Attends and actively participates in Commercial Lines meetings.
- Reviews, approves and manages PTO schedule for Marketing CSR(s) ensuring proper department coverage at all times.
- Documents and maintains Marketing Department Procedure Manual; ensures comprehensive communication to Marketing CSR(s) for changes or enhancements; continually monitors for compliance.
Supervisory Responsibilities:
- Manages one to four employees in the Marketing Department.
- Is responsible for the overall direction, coordination, and evaluation of these units.
- Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
- Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- High school diploma or general education degree (GED); five or more years’ experience with multi-line insurance products and working knowledge of property and casualty insurance markets.
- One to two years management experience required.
Certificates, Licenses, Registrations:
- Property and casualty insurance license.
Other Skills and Abilities:
- Knowledge of commercial coverages and forms required.
Customer Service Skills:
- Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.
- Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bancorp.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bancorp shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Please visit our Origin Bank careers page to review the job description in its entirety.
Origin Bancorp is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law.
About Origin Bank:
Putting relationships first for more than a century, Origin provides a broad range of financial services to small and medium-sized businesses, municipalities, high net-worth individuals and retail clients from over 40 banking centers located throughout Texas, Louisiana and Mississippi. In today’s banking landscape, technology is the rule – human interaction and genuine relationships are the exception. Origin Bank delivers on both.
