Job Description
Job DescriptionNew Business Marketing Specialist
📍 Location: San Antonio, TX (Onsite)
💰 Compensation: Salary + Commission
About the Role
We are seeking a New Business Marketing Specialist to manage prospective clients through the insurance placement process—from initial lead to binding coverage. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment. A sales mindset and strong relationship-building skills are key to success in this role.
Key Responsibilities
- Lead Management & Underwriting Coordination: Receive inbound leads, gather underwriting information, and submit insurance applications to carriers.
- Carrier & Market Coordination: Submit risks to the market, track carrier responses, and follow up for timely quotes.
- Proposal & Client Engagement: Analyze quotes, prepare and present proposals, answer coverage-related questions, and assist in decision-making.
- Binding & Documentation: Process binding requests, ensure accurate policy documentation, and maintain detailed records.
Who You Are
- Experienced: 3+ years in a sales or sales support role within an insurance agency.
- Licensed: Property & Casualty (P&C) license required
- Tech-Savvy: Comfortable using Microsoft Excel and insurance carrier portals.
- Sales-Minded: Able to present options clearly and guide prospects toward decisions.
- Detail-Oriented & Organized: Skilled at managing multiple priorities efficiently.
- Strong Communicator: Builds strong relationships with clients and carrier partners.
- Thrives Under Pressure: Works well in a fast-paced, deadline-driven environment.
Why Join Us?
- Career Growth: Expand your expertise in commercial insurance marketing.
- High-Impact Role: Directly contribute to the agency’s new business success.
- Collaborative Team Culture: Work alongside dedicated professionals.
- Flexible Schedule: While full-time and onsite, we offer some flexibility in hours.
If you’re a motivated, detail-oriented professional who enjoys working in a fast-paced environment, we’d love to talk!
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