Customer Lifecycle Marketing Analyst focused on data activation across lifecycle campaigns. Collaborating to translate business questions into data requirements and enable effective measurement and optimisation.
About the role
- Marketing Analyst guiding insurance clients with market intelligence and creative coverage solutions. Maintaining relationships with carriers and ensuring proper submissions for clients' needs.
Responsibilities
- Maintain current and relevant knowledge of the insurance marketplace and act as an internal market resource and liaison.
- Meet with carriers to learn of new products, appetites and service enhancements.
- Build strong and mutually beneficial relationships with carriers and wholesalers.
- Meet with the account team to evaluate account needs and select appropriate markets.
- Act as a consultant to the team to offer up to date market intelligence on products and services, programs, carrier appetites and guide the marketing strategy for assigned accounts.
- Provide creative solutions for coverage placement.
- Evaluate risks and determine appropriate coverage and pricing terms to meet client needs.
- Discuss risks with relevant markets to gauge interest.
- Create specifications in appropriate systems and order submission creation within agreed upon service levels time frames.
- Control and oversee the submission process.
- Review drafts of submissions until all corrections and updates have been addressed.
- Ensure that all current term policy changes occurring during the renewal cycle are captured in submissions.
- Send submissions to selected markets.
- Follow up quotes.
- Answer questions and obtain additional information required by underwriters to generate quotes.
- Negotiate best terms and prices on behalf of clients and favorable commissions on behalf of the agency.
- Obtain revised and final quotes.
- Compare and evaluate quotes in conjunction with the account team.
- Select those suitable for presentation to clients.
- Order proposals within service level time frames.
- Provide all information necessary for the completion of the proposal.
- Review and order final corrections and revisions to the template.
- Approve final version.
- Give instructions for the assembly of proposals as needed, including additional inserts, exhibits, brochures, reports, etc.
- Document all marketing activities in accordance with established procedures so that all account stakeholders can access status reports.
- Order binders from winning markets and alert losing markets of outcome of proposal meetings in a manner that will enhance and demonstrate respect that will foster continued good market relationships.
- Alert internal service teams about orders to bind.
- Update all systems to document and finalize marketing cycle.
- Perform other duties as requested, including exercising discretion and judgment in prioritizing workload.
Requirements
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Demonstrate commitment to continuous learning by advancing insurance knowledge via training and obtaining insurance designations
- Must maintain current intel on insurance markets in general and specifically to provide a competitive advantage
- Excellent negotiation and relationship management skills
- At least five years of similar experience
- Must have strong commercial lines technical and market knowledge.
- Must understand a broad range of coverage and risk alternatives.
- Highly proficient with Microsoft Word and Excel
- Applied Systems – Epic agency management system experience preferred
- Extremely organized
- A strong sense of urgency with a strong attention to detail & follow through
- Must be able to work independently on a team and under pressure
- Analytical-technically oriented
- Strong attention to detail and follow through
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
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