Marketing and Sales Specialist, Personal Lines

THE OPPORTUNITY:
The Marketing and Sales Specialist, 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. 

• Act as account liaison for the Personal Lines Manager & 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 

• Active Property & Causality License  

• 5-7 years insurance marketing /underwriting experience, 2-3 of HNW experience and the broad knowledge of the Personal Lines E&S market

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. 

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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.

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