Business Insurance Small Business Unit Marketing Specialist

Company:Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Small Business Unit Marketing Specialist at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Marketing Specialist on the Business Insurance Small Business Unit team, you’ll be responsible for marketing small business accounts for new and renewal business to carriers. This role includes assisting in the preparation and presentation of client proposals. The Marketing Specialist will provide marketing and technical guidance to production teams, ensuring that business meets established eligibility guidelines and complies with company and regulatory standards. Additionally, this position is accountable for processing business within established time and quality standards.

The Marketing Specialist will uphold the organization’s reputation and conduct business professionally when interacting with colleagues, customers, and carriers, in alignment with MMA’s Core Values.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Collaborate closely with production teams to develop placement solutions that meet the needs of small to mid-sized business insurance accounts.
• Conduct monthly meetings with producers and account managers to review upcoming renewals and formulate marketing/renewal strategies.
• Request and prepare new business and renewal applications, including necessary supplements, for submission to carriers.
• Enter relevant rating information into automated processing systems and quote new business as directed.
• Maintain strong working relationships with authorized carriers, acting as a liaison to select carriers, meeting with carrier representatives as needed, and communicating carrier information related to pricing and products.
• Stay informed on marketing trends, new coverage developments, and carrier information, and disseminate this knowledge as needed.
• Support authorized carrier directives and guidelines.
• Assist Client Team(s) with complete and accurate data entry into the Agency Management System as needed.
• Provide backup support to production teams, assisting in managing workloads and workflows when necessary.
• Maintain established service and quality standards.
• Document files in accordance with company guidelines.
• Execute surplus lines filings as necessary.
• Deliver on the requirements communicated by the Client Team, including proposals, coverage comparisons, client marketing summaries, and benchmarking.
• Property Casualty Resident’s License Required
• Annual CE Requirement

These additional qualifications are a plus, but not required to apply:

• Experience & Education : 3 to 5 years of prior experience in a SBU Client Manager role, including marketing and placement support; Associate's or Bachelor's degree preferred; desired experience in commercial rating; advanced designations (CPCU, CIC, AU, ARM, CRM) a plus.

• Communication & Relationship Management : Strong listening, verbal, and written communication skills with excellent customer service abilities; solid negotiation skills with strong awareness of attitudes, tone, and timing; established relationships with carriers; ability to work collaboratively as a team member to achieve profit center and overall company goals; maintain positive and respectful attitude towards colleagues.

• Technical & Industry Knowledge : Intermediate to advanced proficiency in Microsoft Office products (advanced Excel; intermediate Outlook, Word, PowerPoint); experience with Agency Management Systems (AMS) such as Sagitta, ImageRight, AMS 360, EPIC, or Indio; intermediate understanding of tools such as Reference Connect and Mod Master; intermediate industry and product knowledge; acute attention to detail and strong problem-solving skills; commitment to modeling MMA Core Values of Collaboration, Passion, Innovation, and Accountability.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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• LinkedIn

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting

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