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Marketing Specialist (Placement), Personal Insurance (Remote, Anywhere in US)

Company: EPIC Insurance Brokers & Consultants
Location: Houston
Posted on: January 16, 2022

Job Description:

Title: Marketing Specialist (Placement), Personal Insurance

Location: Remote (any where in US)

Position Overview

The Private Client marketing specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client and EPIC Select. This role will be primarily focused on the marketing of high net worth and ultra-high net worth opportunities and include new placements as well as renewal activities. This role will work within both Private Client and EPIC Select.

Critical Job Functions

  • Develop and maintain superior knowledge and expertise of carrier markets and their appetites
  • Work with the expanded EPIC Select and Private Client teams to market both new and renewal business
  • Analyze client needs and contrast with existing coverage to identify potential gaps, opportunities, and solutions
  • Professionally educate the client through detailed illustrations of coverage options
  • Advocate for the client by developing detailed knowledge of our client, their needs, and unique exposures
  • Produce accurate proposals
  • Follow all procedures in new account and renewal process
  • Complete all pre and post-sale paperwork
  • Initiate a consultation with the appropriate account manager to introduce them to the nuances of a new account
  • Assist in the annual review process for private client accounts
  • Develop cooperative professional relationships with our insurance carrier underwriters for the purpose of achieving the desired result
    Skills & Qualifications
    • Ability to manage multiple priorities, take direction from multiple sources, and prioritize using sound judgement
    • Must be accurate, detailed and thorough
    • Strong analytical & problem solving skills
    • Ability to work independently
    • Strong persuasion and negotiation skill
    • Strong business writing skills
      Educational Requirement
      • College graduate or experience equivalent
      • Possession and maintenance of a broker's license in state hired.
        Technology/skills Requirement
        • Ability to perform coverage analysis
        • Proficient in navigating insurance company websites
        • Proficient in Microsoft Word, Excel and Power Point
          WHY JOIN US?
          • 15th Largest Broker in US
          • Voted " Best Place to Work" in the Insurance Industry
          • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
            EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

Keywords: EPIC Insurance Brokers & Consultants, Houston , Marketing Specialist (Placement), Personal Insurance (Remote, Anywhere in US), Advertising , Houston, Texas

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