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Utica First Insurance Company · 1 day ago

Marketing Representative - Pennsylvania Territory

United States

Full-time

Onsite

Mid Level

3+ years exp

Utica First Insurance Company has been serving the insurance needs of families and businesses for over 100 years. They are currently seeking a Marketing Representative for their Pennsylvania territory to maintain and grow customer relationships while managing agent accounts and policy updates. The role involves training agents, assessing needs, and ensuring production targets are met.

Insurance

Responsibilities

Visit the assigned agents on a regular basis for the following purposes:

Increase interest and knowledge of Utica First products with our customers

Advise agents of our philosophies, rules, guidelines, and systems

Grow the premium volume in the assigned territory. Set production quotas with agents and follow up in person on a regular basis to be sure that they are being met

Assist agents in the sale of the Company's products, as needed. This can involve training Agency CSR staff on our products, quoting risks or assisting with quoting risks in the agent’s office, making preliminary inspections of a risk with an agent, or sales meetings with agent’s sales staff

Train Agents and CSRs in the Utica First Policy Rating System and other features of our website

Assist the Home Office in the collection of agency balances

Determine the nature of any service problems originating in the Home Office. Collaborate with Agents and UF staff to resolve issues or problems between agent and company

Make Home Office aware of the competitiveness of present insurance products and what other companies are doing with comparable products

Make underwriting inspections of commercial properties when requested

Make agency prospect calls in desired expansion areas to meet established new agency appointment goals. Submit applications for new agents to Home Office for approval

After approval of new agents, work closely with agency staff to ensure success in meeting production targets in first, second, and third years

Prepare analysis of territories and individual agents as called for by the Home Office

Personally assist with additional tasks assigned by the Company

Assist the Vice President of Marketing in the development of other Marketing Representatives as requested by the Company

Consistently achieve Territory Premium volume, New Agent appointment, and Loss Ratio goals on an annual basis

Participate in PIA or other Insurance Industry meetings or committees as requested

Continue Insurance education by attending CE credit courses, maintaining licenses, or other insurance specific seminars as assigned

Complete all non-numeric objectives (such as call reports, agency reviews, new agent quarterly reports, and expense reports) and other assigned projects in a consistently timely manner

Qualification

Small Commercial Property policiesInsurance industry experienceBusiness computer knowledgeCPCUCIC designationsCustomer focusCommunication skillsRelationship building