Marketing Specialist - Phoenix, United States - Bell Insurance

Description

Marketing Specialist

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota.

It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion.

Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona.

Bell has empowered more than $26 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by _American Banker, Forbes and Fortune_.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you.

Let Bell Bank be your destination workplace.


Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.

- "Paying it forward" by giving back to the communities we serve.


Our Bottom Line:

Happy Employees Happy Customers


Job Summary:

The Marketing Specialist is responsible for helping to drive agency growth through the design, management and placement of small to middle market commercial property and casualty placement.

This is a key agency role that works collaboratively with all agency partners to analyze data, develop a go to market strategy for perspective/current clients and help communicate our solutions and service offering to our clients.

Primary Duties:

• Prepare submissions by gathering information from client's prospects and other team members and facilitate the ordering of loss control and claim reports for marketing purposes.
• Online rate submissions through multiple technology portals.
• Negotiate property and casualty insurance terms and conditions with underwriters.
• Review quotes, proposals, contract insurance requirements, rating worksheets, audits for accuracy, compliance or other insurance objectives.
• Prepare written and oral correspondence, reports, analysis and proposals as needed.
• Research market trends and marketplace competition.

Leadership:

• Take ownership of assigned projects and meetings, make recommendations and presents results to business partners.
• Proficient in Leading Self, exhibiting selfawareness while also effectively managing ambiguity.
• Initial development of Leading the Business, including actively supporting business goals and being a positive member of the Enterprise culture.
• Fastpaced, multitasking environment requiring tolerance for schedule change and disruption with potential for travel.
• A strong sense of urgency with a strong attention to detail & follow through.
• Extremely organized.

Business Acumen:

• Has a general understanding and knowledge of a few basic business drivers and disciplines such as: underwriting, products, coverage, distribution, sales, operations, risk control, and claims.
• Able to effectively utilize this business knowledge in developing solutions.
• Has a foundational perspective of the primary industry and developing trends such as: technology, products and coverages.
• Familiarity with a couple other key business drivers and disciplines.

Relationship Management:

• Proactively build and own professional business relationships across the BI&AA community across the Enterprise.
• Generate and solicit ideas, and begin to build consensus with guidance.
• Aware of potential conflict and begins to addresses with guidance.
• Begin to set and manage expectations with business partners for small projects.

Other:

• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned.

Job Skills Required:

• Two years insurance industry experience.
• Resident state agent license or the ability to obtain quickly.
• Bachelor's degree or equivalent experience
• Able to perform analytics independently, can effectively plan next steps within analyses with little oversight.
• Able to contribute on more complex analytical work with guidance.
• Ability to manage and find insuran