Insurance Marketing Specialist

Job Responsibility: Please apply on Isarta.com

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown Canada has an exciting opportunity available for a Commercial Marketer supporting our Markham & Toronto team!

WHAT YOU'LL DO :

Prepare New Business Coverage Analysis with different options for the Client Advisor (CA) to review and present to clients for binding.

Retrieve applications and underwriter information from CA for new business submission to the market.

Place bind orders with insurers once accepted by clients and approved by CA.

Advise Technical Service Assistants (TSA) on instructions for invoicing and certificate issuance.

Ensure all correspondence is attached and documented in the Business Management System (BMS).

Hold bi-monthly New Business Meetings with CA's when needed if influx of outstanding information.

Answer client questions regarding coverage and limits.

Create and maintain schedules of insurance.

Obtain signed finance agreements.

Update Acord applications and order MVRs.

Follow up with CA to ensure completion of the Insurance Coverage Review Checklist.

Quote all lines of coverage as requested by the CA.

May be requested to assist on remarketing of retention business.

CM is responsible for obtaining new business submissions from the Client Advisor and must be knowledgeable on coverage lines and markets who specialize in specifics lines of coverage.

The Commercial Marketer (CM) electronically receives the completed application form or survey along with the Insurance Marketing Form (IMF) from the Client Advisor (CA).

CM presents options to the CA in the form of a coverage analysis in order compare quotes and coverages.

CM sets up commercial code under prospect in the BMS and electronically alerts CA of the prospect code.

CM reserves the right to remove markets approached and add new markets to approach through a consultative process with the CA.

CM receives quotes and declination and attaches to BMS for CA review on the marketing tracking report prepared by the CM when new business quotes are received.

CM receives questions or additional subjectivities for completion from insurer and alerts CA of the requested information. Correspondence attached by CM to BMS.

CM electronically transfers prospect code to client code for bound risk.

Post binding, CM attaches late quotes, late declinations and additional correspondence to active client screen and provides insight regarding the risk to the CSA.

CM reports directly to the Director of the Commercial Division.

WHAT YOU'LL NEED

MUST HAVE 2+ years of insurance experience in Commercial Lines.

RIBO license required.

Minimum of high school diploma.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Ability to write reports and business correspondence.

Ability to effectively present information and respond to questions from carrier representatives, customers, and groups of employees.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule.

Knowledge of Applied, Excel, Word, and Outlook programs preferred.

Efficient on EPIC - BMS systems.

WHAT WE OFFER:

Excellent growth and advancement opportunities

Competitive pay based on experience.

Generous benefits package: health, dental, vision, etc.

Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Please apply on Isarta.com