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Marketing Assistant in Delray Beach, FL at CBIZ

Date Posted: 2/22/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

The Marketing Assistant is responsible for assisting the marketers in the placement of commercial accounts with the insurance companies.  In performing these duties the Marketing Assistant is expected to meet the agency’s defined standards for client service, professionalism and ethical work attitude.

Essential Functions and Primary Duties

Log and track new business received and processed in Marketing dept. by maintaining Marketing log and boards.

  • At time of binding, Salesforce to be updated as Won and log to reflect actual premiums & commission as bound.
  • Assist in updating Sagitta and ImageRight with information as received in Marketing

Assist in preparing Submission for Marketer:

  • Setting up ImageRight with Permanent and Underwriting information such as Division of Corps page, FL WC Compliance, Property Appraiser’s office info. Ordering ISO RCP, BUR reports, Flood Zone determinations, Experience Modification, and any other information as may be appropriate to the specific account.
  • Online rating with any & all carriers listed above as indicated by Marketer
  • Prepare preliminary proposal template & attach in ImageRight in Word format for final quotes to be tasked to ResourcePro to insert into the proposal
  • Initial review of proposal as returned by ResourcePro
  • Prepare Applications, Forms for signature, invoices, Finance Contracts – for producer to take to presentation

Assist with binding as directed by marketer, including:

  • Assist in updating Sagitta with information as bound, prepare Confirmation of Coverage from the purchased options of the final proposal
  • Invoice the bound policies in Sagitta

Assist with maintaining Outlook contacts information database up to date as well as Marketing Sheets with updated information as received.

Minimum Qualifications Required

  • High School Diploma or GED required
  • 3 -5 years of years of relevant work experience in the property and casualty industry
  • Ability to work in a team environment as well as independently
  • Must maintain current required licenses and certifications – Florida 4-40 or preferably 2-20 license
  • Comprehensive knowledge of commercial insurance coverage, standard industry forms and various insurance program in the Florida market
  • Demonstrated organizational and time-management skills
  • Proficient use of applicable technology; proficiency in Microsoft Office. Experience with Sagitta, ImageRight, Salesforce a plus.
  • Experience with all carrier rating systems
  • Highly motivated, aggressive and results-oriented
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Insurance designations of AAI or CIC are a plus
  • Must be willing to take webinars or attend sponsored seminars and educational activities required to maintain product knowledge, underwriting expertise and agency procedures

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