Responsibilities

• Lead all marketing efforts for middle and large accounts with revenue exceeding $5K. Manage the end-to-end marketing process for new business, ensuring alignment with company objectives.
• Schedule and lead appointments with key carrier partners, maintaining and strengthening these crucial relationships. Respond promptly to inquiries from carrier partners and marketing representatives.
• Work alongside the Business Insurance Specialists to gather all necessary information to accurately market accounts, including potentially going on site visits.
• Prepare comprehensive insurance proposals for new and renewal business. For larger accounts, develop and present PowerPoint decks summarizing terms and conditions.
• Ensure all necessary documents are complete and maintained in our Agency Management System

Requirements

• 3-5 years of experience in commercial lines insurance
• Proven track record in managing complex accounts
• Active NC Property and Casualty License