Licensed Insurance Placement Marketing Coordinator

AssuredPartners - Lake Mary, FL

Full-time - Entry Level

Lake Mary, FL

Insurance Carriers and Related Activities

About the position

AssuredPartners of Lake Mary, FL is seeking a licensed Marketing Coordinator with commercial lines experience to join our dynamic marketing team. The Marketing Coordinator will play a crucial role in assisting the Marketing team by preparing and processing essential documents and information for new business prospects and clients. This position is ideal for someone who enjoys problem-solving and is committed to providing excellent customer service. Teamwork is a core value at AssuredPartners, and we are looking for a candidate who is eager to learn from senior team members and grow within the company. Strong communication skills, both verbal and written, are essential, as is a dependable work ethic to ensure tasks are completed efficiently. In this role, you will assist in the preparation of marketing accounts in collaboration with senior marketing executives and producers. You will be responsible for quoting submissions using online carrier rating systems and maintaining the marketing database, which includes customer and prospect files. Additionally, you will assist in creating proposals for prospective clients and ensure that the agency management system is updated with necessary client documents and information. Gathering appropriate proposal information from carriers and vendors, tracking the hit ratio of new business, and entering accurate client information into system applications will also be part of your responsibilities. Other duties may be assigned as needed, providing a diverse range of tasks to keep you engaged and challenged.

Responsibilities

• Assist in preparation of marketing accounts in collaboration with senior marketing executives and producers.
• Quote submissions using online carrier rating systems.
• Maintain marketing database including customer/prospect files.
• Assist in creating proposals to prospective clients.
• Maintain agency management system with necessary client documents and information.
• Gather appropriate proposal information from carriers and vendors.
• Track the hit ratio of new business.
• Enter accurate client information into system applications.
• Perform other duties as assigned.

Requirements

• 1-3 years of related experience and/or training preferred.
• Property and Casualty License (FL 4-40 or 2-20).
• Working knowledge of available commercial lines coverages based on business and industry.
• Proficient in providing client service through electronic, telephone, and in-person interaction.
• Problem-solving skills; strong written and verbal communication skills.
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems.
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.

Benefits

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with 5 affordable medical plan options, company paid HSA contribution, 2 dental plan options, and 2 vision plan options
• Company match 401(k) plan - 50% up to 6%!
• Discounts at over 11,000 gyms and fitness centers
• 24/7 access to licensed therapists for mental health support
• Pet benefits & discounts
• Access to Employee-led Resource Groups (ERGs)