Marketing and Sales Lead, Personal Lines

THE OPPORTUNITY:
The Marketing and Sales Lead, Personal Lines manages the placement of personal clients/prospects’ business to best cover exposures with the broadest terms at the most competitive costs. The Marketing and Sales Lead, Personal Lines reviews and analyzes policies and understands clients/prospects’ risk and exposures.  

Duties & Responsibilities 

• Market all lines of personal insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals. 

• Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies. 

• Act as account liaison for the producer in dealing with other departments within HUB for the quoting of specialized lines of coverage. 

• Assist producers with pre-underwriting information gathering, submission, coverage analysis, RFP’s and proposal presentations if needed 

• Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy. 

• Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations and hard, but fair, negotiations. 

• Demonstrate an understanding of our company utilization strategies by appropriate risk submissions. 

• Accurately maintain new business and renewal control logs, which assist the department head in identifying trends. 

• Handles the M&E Marketing for assigned locations 

• Performs other duties and projects as assigned. 

 
Qualifications 

• High School Diploma / GED 

• 5-7 years insurance marketing /underwriting experience or equivalent combination of education & experience 

• Property & Causality License  

Knowledge / Skills / Abilities 

• Ability to effectively and professionally communicate orally and in writing with internal and external customers. 

• Ability to write reports, business correspondence, and procedure manuals.  

• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. 

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. 

• Confidence and demeanor to effectively interact with all levels within the organization. 

• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. 

• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs. 

• Ability to effectively work with a team and coach others in developing their skills and abilities. 

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

• Ability to ready, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. 

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. 

• Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation. 

• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. 

Working Conditions and Physical Demands 

• This position primarily involves remaining in a stationary position for the majority of the workday.  

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. 

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. 

• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. 

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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