Field Marketing Manager

Role Description

Acts as Field Marketing professional visiting with agencies in the assigned territory. Responsible for monitoring and fostering agency relationships in an assigned territory. Monitors new binding activity as well as renewal retention for assigned group of agents. Provides marketing information to agents regarding product opportunities, how to transact business with Company and response to basic inquiries on how to place various Property & Casualty insurance products with the Company. Helps to set agency level goals. Maintains a high level of product knowledge.

• WORK WITH AGENTS: Acts as Field Marketing professional visiting with agencies in the assigned territory. Routinely visits assigned agency partners or conducts virtual agency visits via the phone or internet with a travel level of at least 50% of the time. Responsible for monitoring and fostering agency relationships in an assigned territory. Engages in consultative marketing strategy and provides detailed production data to help educate and guide agents regarding product opportunities. Sets goals for agencies and appropriate.
• PROBLEM SOLVING: Acts as primary source of correspondence from agents within assigned territory. Answers questions and uses problem solving skills to resolve matters for agents and customers, referring the more complex questions and concerns to more senior marketing representatives or management when appropriate.
• AGENCY VISIT PREPARATION: Schedules agency visits in advance of meetings utilizing calendar and CRM software. Prepares for agency visits by running reports and conducting detailed analysis on production relative to goals and expectations. Monitors new binding activity as well as renewal retention for assigned group of agents for all Property & Casualty products. Reviews and prepares production data and relevant marketing material for distribution to agents.
• PRODUCT KNOWLEDGE: Maintains appropriate level of product knowledge to be able to train agents on our products and encourage their submissions and binds. Will be able to apply product knowledge to most examples given by agent to help direct their opportunities. Trains agents to use our online product technologies and changes to existing online products. Begins to identify basic potential opportunities for new business or new products while making agency visits using knowledge.
• MARKET INFORMATION: Identifies and communicates issues raised by individual agents as well as changes in the marketplace regarding competitors, coverage forms, pricing, and other items that may come up to other marketing reps and marketing management. Reviews underwriting files as necessary and consults with underwriters to understand decisions made.
• ATTENDS CONVENTIONS: Attends conventions or other industry functions to maintain visibility to current and potential agents. Attends and presents in group agency meetings in various locations throughout the year to introduce new products and enhancements. May co-travel with underwriters. Responsible for generating interest and developing a clear understanding regarding how to conduct business with BHHC.
• ADD NEW AGENCIES: May visit with prospective agencies or make prospective agency visits at the request of others by calling agencies directly to identify characteristics and determine their viability as an appointed agent.
• ONGOING TRAINING: Continues to study and enhance consultative marketing practices and attends training to improve marketing strategy and communication. Uses training time to build interpersonal skills and communications best practices. Asks questions of agents and follows industry news to learn more about the Property and Casualty insurance business.

Qualifications

• Bachelor's Degree in related field or equivalent work experience required.

Requirements

• Seven or more years related work experience.
• Advance Marketing and Sales Skills.
• Insurance terminology.
• Microsoft Office Suite.
• Company guidelines on acceptability and profitability for applications/accounts/policies.

Preferred Knowledge

• Department practices and procedures.
• Manuals, policy coverages, endorsements, etc.

Required Skills and Abilities

• Excellent oral and written communication.
• Excellent customer service.
• Calculator.
• Documentation.
• Organize time and resources and handle multiple high priorities.
• Research and evaluate alternatives, reach decisions, and make recommendations.
• Maintain strict confidentiality.
• Meet deadlines.
• Work with detail with accuracy.
• Work well with others.

Benefits

• Comprehensive benefits package for regular, full-time employees, including health, vision, dental, life and disability insurance.
• 401(k) with company match.
• 100% upfront tuition reimbursement to regular, full-time employees.
• Complimentary state-of-the-art, on-site gym.
• Robust wellness program.
• Low-cost downtown parking.
• Numerous volunteer and networking opportunities with other emerging professionals.