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CL Marketing Specialist / Insurance Systems Assist

Category: Employment » Help Wanted

Username: LifeStore

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Description
The CL Marketing Specialist/Insurance Systems Assistant I is responsible for marketing new business and renewal accounts for the agency. In addition, the CL Marketing Specialist/Insurance Systems Assistant I is responsible for various administrative functions, both of which require strict attention to detail.

Primary Job Functions may include:

Supports and assists account executives and account managers with marketing new business and renewal business
When necessary, prepares submissions and cover letters to companies and brokers ensuring accuracy, quality, and professional appearance for our offerings to the marketplace
Becomes familiar with and utilizes the “submission” feature of AMS and attaches all communications of marketing efforts to the client file of the management system
Travels to various branch locations to discuss marketing activities
Completes supplemental applications and supplies any additional information that may be required
Prepares proposals for account executives and account managers
Retrieves P&C commission statements from company websites
Processes incoming/outgoing mail
Adds, edits, and maintains form letters in AMS360
Keeps current on requirements for NC insurance license continuing education
Assists with maintenance of AMS360 data base (by using reports to find errors, such as incorrect department, personnel, or customer statuses)
Orders and tracks supplies for the Boone branch
Follows and is familiar with Procedures Manual
Adheres to all company and compliance policies and procedures


Minimum Qualifications

High School Diploma or Equivalent
Insurance license required
Detail-oriented and independent self-starter
5 years of insurance experience in an independent agency environment
Experience working in agency management systems
Excellent interpersonal, office, communication, and public relation skills
Excellent knowledge of windows and MS Office programs
Good math and verbal skills

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

To apply, send your resume to Amy Price, HR Director via our online form:

https://www.golifestore.com...3999491468

or by mail to PO Box 26, West Jefferson NC 28694.

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