CL Marketing Analyst IV

Eastern Bank Natick , MA 01760

Posted 3 months ago

Primarily responsible for supporting large commercial lines account producers in achieving new business objectives through the marketing and placement of new business submissions.

Major Responsibilities include:

  • Marketing and placement of middle market, higher complexity accounts. Responsibilities include consulting with sales producer and sales manager to confirm viability of opportunity.

    Review of coverage terms, service and pricing needs to ensure they meet the requirements of the opportunity. Evaluate prospect information and advice sales producer of the need for additional supporting underwriting information. Review of accord applications prior to presentation to carriers. Handle all negotiations with insurance company underwriters.

  • Review carrier quotations for accuracy and prepare proposals for presentation to clients. Arrange finance agreements as needed.

    Provide binding instructions internally and externally, follow AMS new business workflow processes including policy line setup, issuance of binders, update applications as needed and provide billing instructions. Ensure that all correspondence, including carrier submissions and proposals, are imaged.

  • In the absence of the Marketing Director and/or Senior Marketing Analyst/Representative, ensure that all submissions are on track and collaborates with Select Marketing to assign workload if necessary. Enter new business opportunities are recorded on marketing report and update status as required.

  • Attend carrier product meetings and internal sales meetings as required. Accompany sales producers on prospect calls as needed.

  • Performs other special projects as requested by Manager and/or Senior Management.

PROBLEM SOLVING & DECISION MAKING:

The senior marketing representative has authority to negotiate pricing and commission directly with insurance company underwriters. The senior representative also has the authority, working in conjunction with the sales manager, to advise sales producers when information is lacking and whether or not a prospect is viable.

Senior Representative reviews carrier proposals and prepares client proposals without management direction. Position requires evaluation of complex risks including loss analysis, risk and coverage exposures and review of classifications. When appropriate, involves manager on the placement of unique risks.

REQUIREMENTS

Bachelor's degree and ten or more years of training experience and/or related experience in an agency or insurance company environment; or equivalent combination of education and experience.

MA Property and Casualty Brokers License required. CIC, CPCU or ARM Designation preferred. Experience using AMS/EPIC, carrier rating systems and working knowledge of MS Excel preferred.



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