- CompanyAtlas General Insurance
- LocationSan Diego, CA
- Posted OnFebruary 21, 2014
Summary: The Marketing Representative is primarily responsible for the development of business through broker force.
Duties and Responsibilities include the following. Other duties may be assigned.
- Responsible for assisting with the development of business through our broker force
- Cold call and secure appointments with New Agents and Brokers.
- Work with the marketing department to secure new broker appointments.
- Gather competitor information and communicates to Chief Marketing Officer.
- Communicates product offerings, carrier appetites and submission processes.
- Trains broker and their staff on use of systems when available.
- Participate in the development and distribution of marketing brochures, campaigns and incentives.
- Ensure that we meet our production budgets each quarter through business development efforts.
- Recommend product or service enhancements to improve customer satisfaction and sales potential.
- Establish rapport, develop relationships with agents; Emphasize our premium product for their main street and construction related insurance products.
- Educate Brokers and Agents on company’s products, carrier appetites and submission and bind process.
- Gather competition information including rates, premiums, and classes of business, policy forms, pros and cons of their business, underwriting guidelines to gain knowledge of market.
- Participate in the development and distributions of marketing brochures, campaigns and incentives through creative thinking, broker feedback and competitor information.
- Attend trade shows and market our company and products for targeted areas of the region as necessary.
- Facilitate resolution for Problems/Disputes; Address concerns or problems agents may have by providing additional information and directing agents to resources.
- Prepare trip reports for management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree (B. A.) from four-year college or university in related field preferred; and two to five years related experience and/or training in business marketing; at least three years’ experience working in Workers Compensation Industry in a business development capacity or equivalent combination of education and experience.
Must have familiarity with a variety of the industry`s concepts, practices, and procedures.
To perform this job successfully, an individual should have knowledge of Microsoft Word; Microsoft Outlook, advanced Excel skills and internet software. Must have working knowledge of:
- Working knowledge of Salesforce.
- Design software skills preferred.
Ability to read, analyze, and interpret common and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Must have a strong ability to communicate professionally to a variety of individuals with ease.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Works under general supervision of Chief Marketing Officer. Work is reviewed for overall adequacy in performing tasks.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment varies due to location. Work is done primarily in the office with occasional travel.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk; travel; drive and use hands and reach with hands and arms.