Field Marketing Representative

Summary:

This position is responsible for managing a defined territory assignment to achieve production and profitability goals by developing and nurturing relationships with professional independent agencies. This position is also responsible for integrating sales/marketing strategies and goals while coordinating and complementing the efforts of other departments within the company.

Functions:

• Maintain a presence in the assigned territory to promote the company image and promote profitable growth in appointed agencies.
• Assist agencies in marketing, including promotion of co-op advertising support, and underwriting within established guidelines.
• Support agency growth and profitability goals with appropriate strategies/tactics.
• Add value to each agency interaction through appropriate pre-call planning and by demonstrating effective post-visit follow-through.
• Complete call reporting requirements in a timely manner.
• Prospect and vet prospective new agency appointments within assigned territory.
• Assist and support new and current agencies, primarily in assigned territory, with implementation in our Agency Portal(s) and staff training. 
• Assist company underwriters by providing underwriting training to specific agencies or agents.
• Work collaboratively with the underwriting department to address questionable underwriting practices or adverse trends.  
• Participate in state agency association events and trade shows when appropriate.
• Maximize productive interactions with agencies through the execution of the agency segmentation model.
• Gather relevant coverage and pricing information to help maintain a competitive company posture in assigned region.
• In collaboration with other departments, formulate solutions for agency or company concerns regarding agency relationships.
• Maintain knowledge of the current industry and marketing practices/trends through continuing education.
• Pursue appropriate Property and Casualty insurance designations including but not limited to CPCU.
• Perform other duties as assigned.

• Bachelor’s degree or equivalent education in marketing, management, or communications, with demonstrated skills in these areas, required.
• Five years’ experience in marketing and/or underwriting Property and Casualty insurance products, services, and/or independent agency operations required; familiarity with Mennonite/Brethren niche market preferred.
• Ability to develop a thorough understanding of company underwriting guidelines and to explain the company’s lines of coverage required.
• Highly effective interpersonal and communication skills required.
• Ability to work independently and to exercise sound judgment based on company policies and procedures required.
• Ability to work effectively with company computer systems and processing methods, and agency management systems required.
• Thorough knowledge of insurance regulations and laws of assigned states preferred.
• Ability to plan, organize and maintain a travel schedule required.
• Ability to work flexible hours, travel to all organization offices (including in Pennsylvania, Ohio, and South Dakota) and travel to vendor work sites required.
• Ability to work in an office environment with moderate noise level, remain in a stationary position and operate a computer a majority of the time required.
• Ability to move throughout the office to access work materials and to move work materials weighing up to ten pounds daily required.
• Ability to perform the essential functions of the job with or without reasonable accommodation required.