Territory Marketing Representative

Our Field Marketing Representative is responsible for communicating and training on Company products and services, developing marketing strategies, and increasing sales with agents to increase our property/casualty and life insurance business. Work is performed independently.

Responsibilities

• Develop and communicate strategic marketing plans to agents to increase use of Company products and drive profitable growth.
• Monitor and analyze loss ratios and agency production; implement solutions and follow up to meet goals.
• Provide training and ongoing support to agents on Company products, systems, underwriting guidelines, and sales processes.
• Demonstrate Commercial Lines proficiency in pre-qualifying, rating, and underwriting risks within authority limits.
• Manage complex agency relationships and assist in the development of less tenured staff.
• Support leadership with projects, strategic planning, and performance reporting.
• Assist agents from lead generation through closing new business, including proposals, inspections, and underwriting decisions.
• Identify and recommend new agency appointments.
• Monitor market trends, competitors, and regulatory updates; advise leadership of relevant developments.
• Assist agents with advertising and promotional activities.
• Prepare weekly reports and provide additional updates as required.
• Oversee collection of past due accounts.
• Travel within assigned territory as needed (day and overnight).
• Perform other departmental duties as assigned.

• Bachelor’s Degree or equivalent related experience.
• Experience in Commercial Lines underwriting is preferred.
• 5–7 years as a marketing representative is preferred. Ideally working with independent agencies in Central Massachusetts.
• Ability to read and interpret insurance documents and retain information for future use.
• Skilled in writing reports and professional correspondence.
• Strong interpersonal skills; able to manage difficult conversations tactfully.
• Effective communicator and problem-solver.
• Proficient in computer and technology use.
• Capable of maintaining strong agency and internal relationships.
• Organized, deadline-oriented, and innovation-driven.
• Valid driver’s license with a driving record meeting Company insurance guideline.

Concord Group employees are eligible for a comprehensive total compensation package including but not limited to medical, vison, dental, life, and disability insurance. We offer a generous Paid Time Off Program that includes vacation, personal, sick time and holiday pay. Invest in your future with our competitive 401(k) plan with company match!

About Us

As a leading regional provider of property and casualty insurance, The Concord Group helps protect the families and small businesses that enable our communities to thrive. Our positive work environment, competitive benefits, and rapid growth make The Concord Group a great place to build your career.

The Concord Group is an Equal Opportunity Employer. The Concord Group participates in E-Verify.