The Cross Family of Agencies welcomes you. We need your talent and expertise.

OVERVIEW

Marketing Associate is a new position added to the rapidly growing New Business initiative. The primary function of this position is to work autonomously or in collaboration with the new business team to receive underwriting information, create and provide applications/forms, quote, propose, and bind new business accounts in accordance with agency procedures.

·Assisting in the development of marketing strategies

·Monitor and update open items checklists/timelines.

·Prepare and process new business submissions.

·Maintain client activity in the Agency Management System

·Remain current on coverage forms and rates, as well as carrier appetite.

·Work in conjunction with the team to meet goals set forth by the Director of Marketing.

·Assist in refining new business procedures optimizing the efficiency of the sales process.

·Assist in ongoing review and enhancement of new business workflow to continuously implement changes necessary for efficiencies within compliance regulations.

·Participate in regular sales meetings to ensure efficient business practices addressing workflows, procedures, and technology issues.

·Be the go-to person for New Business in the absence of Director of Marketing

·Weekly confirmation that all pending New Business is added to the New Business system.

·Assume other job responsibilities as assigned.

NATURE AND SCOPE

This position is critical to the success of the Commercial Lines New Business unit. The professionalism and efficiency of the Marketing Associate play a large role in the successful rollout of this initiative.

PERFORMANCE DIMENSIONS

The Marketing Associate’s performance will be assessed by the ability to effectively perform their job function within the established standards, as well as through the subjective evaluation of the Director of Marketing and carrier/customer feedback.

QUALIFICATIONS

·A college degree or 3+ years’ experience in a P&C agency

·Property and Casualty Producers license

·Excellent verbal and written communication skills

·Ability to handle multiple tasks simultaneously in a fast-paced environment.

·Ability to work independently.

·Strong technology skills including experience with Agency Management systems and Microsoft applications such as Word, PowerPoint, Excel, etc.

·Sales-minded and motivated by new business success.

·Ability to work well with others

Financial Services jobs in Shelton

Commercial Lines Producer

Marketing Associate

Personal Lines Producer / Risk Manager