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Marketing Assistant
Marsh & McLennan Companies
Palm Beach Gardens, FL, United States
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Description
Private Client Group – Marketing Assistant
Celedinas Insurance Group, MMA – Palm Beach Gardens
Full-Time in-house position
Key Responsibilities
• Always exhibit the core values of the Agency.
• Responsible for keeping current on matters of concern to the insurance industry and Private Client world, including but not limited to, markets, HNW carrier strategies, and contracts.
• Main focus on New Business and renewal remarketing as directed by the Marketing Manager; obtaining sufficient information to prepare a complete submission of an insurance program which best meets the needs of the client/prospect.
• Submits account to viable markets looking for the best coverage price, terms and conditions assuring reasonable chance of profitability to the agency and company while providing the best coverage to suit client’s needs regarding their exposures and pricing requirements.
• Compiles quotations, proposals, schedules of insurance, premium comparisons and provides binder and any applications/required forms to bind coverage
• Once approved, binds coverage, obtains necessary signed forms and creates necessary supplemental documents (auto ID card, evidence of insurance, binders).
• Follow-up with HNW team members to ensure proper and timely processing of all paperwork.
• Responsible to refresh existing quote indications (coverage, deductibles, Misc.) As requested by Producer/AE or AM or directed by Marketing Manager.
• Update Epic as required to track and complete new business and remarket documentation in the Agency Management System. (Example: Create Shells, transact).
• Ambitious and motivated to grow new business.
• Maintains a cordial business relationship, at all times, with those they interact with both internally and externally.
• Keeps abreast of competitive posture of agency and changes in the marketplace.
• Special assignments and additional duties based on business need.
• Attends educational courses to maintain license and designation.
Qualifications
This position requires a detail-oriented, focused individual who is looking for a challenge. They will be able to work efficiently and effectively in both a team environment and independently. Must have out standing time management and organizational skills.
• Minimum of 5 years’ work experience with Private Client (High Net Worth) insurance industry carriers.
• Experience within a busy administration role in an office environment
• Intermediate level competency using Excel and Microsoft Office (Word, Excel, Outlook)
• Excellent Communication skills (both written and verbal)
• Strong problem solving/analytical, and negotiation skills.
• Strong servicing background and customer focus
• Ability to build strong working relationships at all levels including internal and external stakeholders
• Any other job duties as assigned to support business need