Overview
Digital Marketing Manager Jobs in Goleta, CA at CMC Rescue Inc
Additional Considerations (if any):
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.
Midwest Heritage
Job Title: P&C Commercial Lines Marketing Specialist I
Department: Insurance
FLSA: Exempt
General Function
The Property and Casualty Commercial Marketing Specialist is responsible for contributing to agency profitability and growth by supporting new and profitable business opportunities. This position is responsible for exploring the marketplace and securing commercial insurance solutions. This position will work closely with insurance company Underwriters, brokers, and internal Midwest Heritage sales and service staff.
Core Competencies
Business Development
Communication
In-House Relationship Management
Organization
Administration
Reporting Relations
Accountable and Reports to: Vice President, Sales Commercial Lines
Positions that Report to you: None
Primary Duties and Responsibilities:
Explore the commercial lines marketplace to secure the most optimal insurance solution
Prepares commercial applications for various carriers and create customer proposals
Negotiate with insurance carrier Underwriters and brokers on coverage and pricing offers
Collaborating with the Account Executive to develop and implement sales strategies and goals.
Reviews all new business quotes for coverage comparisons
Conduct coverage interpretation analysis in understanding clients’ insurance needs and policy requirements.
Creates and maintains positive and professional relationships with insurance company Underwriter and brokers
Interacts with insurance company sales and underwriting teams to share and receive feedback
Demonstrates a positive attitude and build customer focused relationships with staff
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed
Demonstrates a competitive spirit to assist the Account Executive in writing new business
Provides support to junior level Marketing Specialists
Proficiently use various carrier websites for quoting
Proficiently use ACORD applications to market new business opportunities
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all accounts
Attends scheduled agency and carrier meetings
Maintains current agent license, certifications, and CE requirements for each renewal period
Provide strategic stewardship on a book of business as a P & C Account Executive
Knowledge, Skills, Abilities, and Worker Characteristics:
Basic knowledge of commercial property & casualty coverages and ability to apply that knowledge in the performance of job duties.
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.
Self-motivation, strong work ethic and the ability to build personal relationships with insurance company Underwriters and brokers will be essential in this position.
Must be able to work independently with little daily supervision.
Must possess competitive spirit to write new business.
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills are required.
Required to be able to maintain a high degree of confidentiality.
Will always present themselves in a professional manner.
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.
Education and Experience:
High school diploma or equivalent required. Bachelor’s degree in business or related field preferred. 2-3 years relevant work experience desired.
Experience: At least 2 years of experience as an insurance producer.
Active Iowa Property & Casualty license required, or the ability to acquire within 3 months of hire.
Physical Requirements:
This position is classified sedentary/light and requires the ability to sit for long periods of time.
Visual requirements include: ability to see detail at near range with or without correction.
There is frequent pressure to meet deadlines and handle multiple projects in a day.
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.
Working Conditions:
The duties of this position are normally performed in a general office setting. This is a fast paced work environment.
There is frequent pressure to meet deadlines and handle multiple projects in a day.
Must be able to work independently with little daily supervision.
< 10% travel mainly local between Midwest Heritage locations, training and agency meetings.
Equipment Used to Perform Job:
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.
Contacts:
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
Confidentiality:
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.
In the performance of their respective tasks and duties all employees are expected to:
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.
Perform quality work within deadlines.
Interact professionally with other employees, customers and suppliers.
Work effectively as a team contributor on all assignments.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Title: Digital Marketing Manager
Company: CMC Rescue Inc
Location: Goleta, CA
