The Jonus Group
Personal Insurance Marketer Job at The Jonus Group in Bristol
The Jonus Group, Bristol, CT, United States, 06010
Market Manager, New England at The Jonus Group
Job Description
Personal Insurance Marketing Specialist
Job Duties
- Work proactively to remarket policies for Producers and Account Managers while marketing new lines for existing customers.
- Provide assistance and counsel on personal lines matters to Sales Executives and Account Managers. Meet daily marketing needs of customers.
- Evaluate prospect’s current insurance program and offer alternatives based on coverage and price for producers and ‘House” Accounts. Present offer/proposal and finalize sale.
- Perform high-level pre-qualification of prospect by acquiring account information needed for PL Rating.
- May potentially help quote and place new business on occasion from referrals, call-ins, web-leads and other sources as opportunities are presented.
- Manage task reports regularly to include and not limited to: expiration list, market cross-sell and market consolidation reports.
- Proactively conduct renewal reviews and address renewal ‘Alerts’ to ensure clients’ needs are met via Policy Review Alerts – PREV.
- Maintain high proficiency level with carrier website rating systems and comparative rater to provide accurately priced alternative quotes to customers and prospects.
- Monitor electronic activities closely for assigned book of business.
- Remain current on coverage, forms and rates to effectively address customer’s insurance needs.
- Ongoing solicitation of round out/round up coverage for all lines of PL business on assigned producer and/or ‘House’ Accounts.
- Make referrals to commercial, life & health, financial and banking services.
- Assume other job responsibilities as assigned by Manager.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Banking, Financial Services, and Insurance
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