Marketing Analyst

Mcgriff Insurance Services - Houston, TX

Part-time,Full-time - Entry Level

Houston, TX

Insurance Carriers and Related Activities

About the position

The Marketing Analyst position involves supporting Producers and various marketing teams in the execution of marketing strategies and the placement of insurance coverages. The role focuses on building relationships with clients and carriers, analyzing insurance data, and assisting in sales activities. The analyst will become knowledgeable about insurance coverages, carrier guidelines, and legislative changes, contributing to both new and renewal business.

Responsibilities

• Assist the Producer and account teams collecting prospect and client information.
• Obtain loss runs, preparing loss summaries, and preparing loss history analyses, stratifications, and loss forecasters as requested.
• Research claims issues as related to loss runs/loss summaries.
• Obtain, perform analyses of, and/or review experience mod worksheet calculations and relevant information from other analytical and evaluative tools and sources.
• Quote/rate various online programs for multiple insurance carriers.
• Support the submission process, including assisting in the development of submissions and creating transmittal communications for sending submissions to carriers.
• Follow up with carriers to confirm receipt of submissions and assist with obtaining and providing additional information requested by carriers.
• Compare coverages, terms, and conditions of quotes.
• Prepare proposals, finance agreements, other presentations, and/or certificates of coverage as requested.
• Become proficient with the usage and ability to learn all relevant insurance company rating programs.
• Create documents/spreadsheets to assist in marketing of accounts.
• Document account/computer files per procedures and requirements as requested.
• Understand NFIP guidelines and requests for policy issuance.
• Process binder request forms and supporting documentation as requested.
• Attend and meet with carrier representatives, as requested.
• Become knowledgeable about insurance carrier products and programs.
• Build and maintain key client and carrier relationships by phone, email, and in person.
• Assist Producers in sales efforts, including responding to Requests for Proposals and participating in prospect meetings as requested.
• Understand and utilize the client management system(s) and other relevant technology platforms.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
• Other projects, job duties, and responsibilities as requested by Producers, account teams, and/or management.

Requirements

• High School Diploma or equivalent education
• Relevant insurance industry education, training, or experience
• Appropriate insurance license(s)
• Basic insurance knowledge with a strong desire to learn and achieve insurance designations such as AAI, INS, CIC, CRM, CPCU or equivalent
• Strong communication and interpersonal skills to build and maintain positive business relationships
• Strong persuasion skills and tact to obtain information and successfully interact with clients, carriers, and teammates
• Discretion and analytical skills to analyze client information, proposal competitiveness, etc
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
• Ability to travel overnight

Nice-to-haves

• College degree or equivalent education and/or experience
• Insurance industry certifications in addition to necessary license(s)
• Significant prior insurance industry experience and knowledge of carriers and markets

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)