Insurance MarketingPlacement Coordinator Columbia, MO
Winter Dent Company
Were Looking For a Marketing/Placement Coordinator
Join Our 100% Employee-Owned Team
At Winter-Dent our mission is to help individuals and businesses protect what matters most-whether its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success.
The Marketing/Placement Coordinator is responsible for marketing and placement activities for mid-size moderately complex commercial P&C accounts. This role partners with Producers Account Executives and Account Managers to gather underwriting information market accounts to carriers review quotes and support the delivery of competitive and complete insurance proposals.
THE ROLE
- Manage new business and renewal marketing for mid-size moderately complex accounts.
- Pre-qualify risks and determine appropriate carrier markets in partnership with the Sr. Marketing Coordinator.
- Partner with Producers and Account Managers to gather information for applications and underwriting information.
- Prepare and submit applications and supporting documentation (and/or online rating submissions) to carriers.
- Ensure all prope r documentation and steps are taken in the agencys CRM (client management system) Applied EPIC.
- Manage carrier follow-up to ensure timely responses and quote turnaround.
- Review quotes for accuracy coverage and competitiveness.
- Work with Producers to determine recommended quote options for presentation.
- Provide finalized quotes to Account Managers for secondary review and presentation preparation.
- Maintain organized marketing documentation and carrier correspondence.
- Build and maintain professional carrier relationships.
- Stay informed on carrier appetites market trends and coverage changes.
- Ensure compliance with agency standards and carrier requirements.
- Act as an agency ambassador by identifying opportunities to refer clients or prospects to other departments and services outside of your direct role .
WHAT WE OFFER
- Generous benefits package including 2x annual salary employee life insurance employer-funded disability coverage a 3% employer contribution to your 401(k) plan (no match !) competitive health insurance rates generous PTO and company holidays and more.
- An Employee Stock Ownership Plan (ESOP ) allows you to build wealth for your future and a tangible stake in Winter-Dents success.
- A positive welcoming and enjoyable workplace culture
- A shared vision to be a trusted leader in risk management and insurance solutions providing security and peace of mind for individuals and organizations
YOUR QUALIFICATIONS & EXPERIENCE
- You have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
- You have 2 years of insurance industry experience required
- You have worked in client facing insurance roles (Account Manager CSR etc.) and are familiar with the process of managing an account through renewal or initial binding required
- You have demonstrated ability to effectively communicate build meaningful connections and calmly de-escalate situations of frustration
WHO YOU ARE
- You have a strong and unwavering commitment to client confidentiality
- You have a client-first mentality and are committed to excellence integrity and professionalism
- You maintain positive and ethical relations with all professional contacts
- You demonstrate commitment to maintaining industry knowledge including staying up to date on latest trends and changes
- You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
- You prioritize minimizing E&O exposure for yourself and your team
- To embody our shared core values: Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward
INTERESTED
Even if you dont meet every qualification listed wed love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email
Required Experience:
IC
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