Responsibilities

• Manage new business and renewal marketing for mid-size, moderately complex accounts.
• Pre-qualify risks and determine appropriate carrier markets, in partnership with the Sr. Marketing Coordinator.
• Partner with Producers and Account Managers to gather information for applications and underwriting information.
• Prepare and submit applications and supporting documentation (and/or online rating submissions) to carriers.
• Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
• Manage carrier follow-up to ensure timely responses and quote turnaround.
• Review quotes for accuracy, coverage, and competitiveness.
• Work with Producers to determine recommended quote options for presentation.
• Provide finalized quotes to Account Managers for secondary review and presentation preparation.
• Maintain organized marketing documentation and carrier correspondence.

Requirements

• You have your PropertyCasualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
• You have 2+ years of insurance industry experience, required
• You have worked in client facing insurance roles (Account Manager, CSR, etc.) and are familiar with the process of managing an account through renewal or initial binding, required
• You have demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration

Benefits

• Generous benefits package including 2x annual salary employee life insurance, employer-funded disability coverage, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
• An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
• A positive, welcoming, and enjoyable workplace culture
• A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations