Insurance Marketing Specialist

2 weeks ago

Markham, Canada Brown & Brown Insurance Full time

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.-
- 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.-
- 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.-
- 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 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.

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