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Company

Concord Group Insurance · 1 day ago

Field Marketing Representative

Springfield, MA

Full-time

Remote

Mid Level

3+ years exp

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FinanceFinancial Services

Work & Life Balance

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Responsibilities

Develop and communicate strategic marketing plans to agents to ensure the expanded use of Company products and services that will provide profitable growth for the Company.

Analyze, monitor, and review loss ratio and agency production to achieve established goals.

Develop solutions with agencies and provide consistent follow up in order to obtain desired results. Recommend and take necessary action if desired results are not met.

Consistent and predictable attendance in meeting a defined work schedule, which includes tracking scheduled meetings and appointments in provided electronic calendar.

Educate agents on Company products, procedures, systems, and underwriting guidelines.

Actively assist agents in writing new business from lead generation to close. This includes qualified proposals, on-site business inspections, and utilizing full underwriting judgment

Prospect, analyze, and recommends the appointment of new agencies.

Monitor the competition and regulatory activities, and advise the appropriate division of matters that affect the Company and market opportunities.

Assist agents with advertising and promotion activities.

Prepare weekly reports for management and communicates additional information as needed.

Monitor and collect past due accounts.

Travel, during the day or overnight as necessary, throughout the assigned territory.

Assist with other duties as assigned within the department or elsewhere upon request.

Qualification

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Field Representative ExperienceInsurance Policy InterpretationUnderwriting ExperienceClaims Representative ExperienceReport WritingPersonal Computer ProficiencyInnovation Skills

Required

Bachelor's Degree or several years of related training required

A minimum of three years as a field representative, underwriter, claims representative, or related experience

Ability to read and interpret documents such as insurance policies, instructions, policy and procedure manuals and retain information for future use.

Ability to write routine reports and correspondence.

Can tactfully and effectively deal with all types of people and handle difficult conversations.

Ability to communicate and possess good problem-solving skills.

Ability to use a personal computer and other technology.

Ability to maintain positive relationships with agency and Company associates.

Strong organizational skills with the ability to meet established deadlines.

Innovation skills and the ability to continually seek efficient ways to process and handle work

Ability to drive an automobile, possess a valid driver license, and maintain a driving record consistent with the Company's underwriting guidelines for motor vehicle insurance coverage