Marketing Representative

Posted 2 Days Ago
Be an Early Applicant
San Jose, CA
44K-56K Annually
Mid level
Fintech • Software • Financial Services
The Role
The Marketing Representative will quote renewals on assigned accounts, collaborating closely with producers to ensure business is placed correctly. Responsibilities include managing daily work files, updating applications, sending submissions to markets, following up for quotes, and maintaining log of quotes received.
Summary Generated by Built In

Job Description

About Us:

Acrisure’s West Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

The Marketing Representative is responsible for quoting renewals on assigned accounts. This position will work closely with producers to ensure all business is placed appropriately and will follow-up on calls, documents and maintains and updates assigned accounts. 

Responsibilities:

  • Goes through daily work file and picks up current coverages, premiums, and markets approached prior year

  • Give files to Marketing Specialist for markets to be approached for the renewal

  • Updates all applications with the insured and obtains current insured information (i.e., ownership, location, type of operation, fleet, drivers)

  • Updates all applications for markets being approach

  • Sends out submissions with updated information to all markets; send out revisions if applicable

  • Follows-up with all carriers approached for status of quotes and forwards all requested info to underwriters

  • Obtains and logs in quotes

  • Gives file to Marketing Specialist once all quotes/declinations are received

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:

  • Strong organizational and time management skills, along with a demonstrated attention to detail

  • Communicates and interacts professionally and effectively with all levels of management, employees, and clients; Must have strong interpersonal and communication skills; be solution focused and be a change agent for the organization

  • Effective time management skills

  • Must demonstrate a high level of initiative, be a team player, and display resourcefulness to find win-win solutions for our employees and clients

Education/Experience:

  • High School diploma is required

  • Property & Casualty license is preferred

  • Minimum of 3 years’ experience in the insurance industry

  • Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint

Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC

Compensation: $21.03-$26.97 ($43,742.40-$56,097.60)

Pay Details:

Annual Salary: $44,000 - $56,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

Top Skills

MS Office
The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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