Senior Marketing Representative

Responsibilities include, but are not limited to:

Agency management

· Deliver key performance indicators (KPIs), including profit, growth, written premium, loss ratios, retention, and annual production goals

· Track agent performance, production, and retention; provide regular reporting to leadership on agent and marketing effectiveness

- Analyze performance data to identify trends, gaps, and opportunities (Quotes, close rate, quality…etc)

- Recommend and implement data-driven strategies to improve profitability and growth

· Train and onboard new agents on company policies, procedures, and cross-functional operations, including Underwriting, Service Operations, and Claims.

· Educate agents on company contracts, products, systems (NextPak®, Union Express), commission structures, and marketing programs.

· Manage agency performance by implementing improvement plans, including rehabilitation or termination, in coordination with the Regional Marketing Manager.

· Collect and maintain agency profiles, including competitive intelligence and market insights.

· Build and maintain strong relationships with agents through consistent communication and in-person engagement.

· Maintain active file of prospective agents and recommend selection based on loss experience of agents’ Companies.

· Serve as liaison between agents and Company, assisting them with technical situations as well as in obtaining new and renewal business.

Compliance & Risk Management

· Ensure agency adherence to underwriting guidelines, regulatory requirements, and company policies

· Monitor for compliance risks and escalate concerns as needed

General

· Partner with Regional Manager to create strategies toward achieving sales objectives and territory management.

· Collaborate with Regional Manager, Manager of National Accounts, Underwriting, Actuary and other teams to ensure competitive positioning of products and operational capabilities.

· Pursue continuing education with support from The Norfolk & Dedham Group® to expand skill sets supporting the Company and Department and to remain apprised of the actions of competitors and disruptors.

· Attend Trade Association and other industry-related meetings and conventions.

· Make suggestions based on market analysis to improve company’s product and enhance the company's competitive position.

· Participate in and facilitate the team dynamic of the entire Marketing department.

Requirements

· 8 or more years of experience working in the insurance industry in marketing, claims, or underwriting. Marketing experience preferred.

· Excellent organizational skills with strong attention to detail and accuracy.

· Effective interpersonal and communication skills, both verbal and written.

· Sales driven with a high energy level

· Collaborative with a customer-service mindset.

· Must maintain a good driving record and have a valid and current driver’s license

· Independent self-starter capable of producing in both structured and unstructured settings

· Ability to analyze performance data, identify trends, and make data-driven decisions

· Proven ability to build and maintain strong agency or client relationships

· Sales or business development experience

· Experience driving growth, meeting production goals, or managing a book of business

· Experience with CRM systems, agency management systems, or insurance platforms

· Comfort presenting to groups, leading trainings, and facilitating meetings

Desired Qualifications

· Bachelor’s degree in Business Administration, or a related field.

· General insurance acumen (CPCU preferred, required to pursue upon start)