Marketing Specialist
As a Marketing Specialist, your main focus is supporting the marketing team by processing work associated with new and renewal accounts.
Job details
- Enter accurate client information into system applications, including setting up new clients in AMS and Worksmart
- Update Marketing Department New/Renewal business spreadsheet
- Review and update the following when necessary:
- Large property, equipment, and auto scheduled from clients versus the quotes
- Final quotes against proposal drafts, ensuring that they match the final proposal
- Schedules and applications, and prepare for policy delivery as requested
- Save new business info such as policies, schedules, loss runs, emails, etc. from carrier websites into department systems
- Create initial submissions using template apps from policies/schedules received from prospects and clients
- Prepare quotes, renewal proposals and other documents for delivery to producer, as well as update applications to match said proposals
- Generate Pre renewal documents/processing including
- Pull loss runs as needed
- Pull Experience Mod
- Generate exposure workbooks
- Assist with maintaining programs documents
- Rate lines of coverage on carrier websites
- Provide training to new and existing team members on applications, importing/exporting schedules, and proposal processes as needed
- Gather info for Monthly new Business email
- Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture
- Projects as requested by Leader including assisting marketing team with program business and carrier reports.
Job requirements
- 4-year degree preferred or equivalent experience
- 1 – 3 years of Business Insurance customer service experience (or equivalent) preferred
- Ability to work in a team setting
- Microsoft Office experience (Word and Excel background)
- AMS 360 experience (desirable)
- Ability to navigate carrier websites
- Detail-oriented
- Ability to organize and prioritize work responsibilities
- Ability to contribute to agency revenue goals by following established policies and procedures
- Excellent communication skills – verbal and written
- Ability to obtain Minnesota Property and Casualty insurance license
Who is Christensen Group?
Founded in 1952 and 100% employee-owned, Christensen Group is the largest locally owned, independent insurance and employee benefits agency in Minnesota. At Christensen Group, we treat our employees like people. We care about our clients; we care about the carrier partners and we care about one another; professionally and personally. We’re committed to understanding the businesses we serve and finding solutions that enable those businesses to grow. As an employee, that means you are constantly learning and developing through on-the-job experiences to best serve your clients.
Learn more about usEmployee owned
An important part of our compensation package is the Employee Stock Ownership Plan (ESOP). This is one of the best retirement plans around — and is provided to all employees. Be sure to ask us all about ESOPs and we would be happy to explain the ins and outs.
On-site amenities
Most people spend the majority of their adult lives at their workplace — and we know that burning some energy is important during the day. Our new office gives you access to a fitness center, a personal trainer, a golf simulator, a raquetball court, walking treadmill desks and an event center.
Comprehensive benefits
We offer a competitive total rewards package. The benefit programs offered reflect our commitment to keeping our staff healthy and secure. We understand that your situation is unique, so our benefits package can be molded and shaped by you to fit your needs.