Marketers work with our internal team to grow Strata Insurance. While they assist clients from time to time, they mostly assist our team and work with the insurance companies. This is a behind-the-scenes position that is fast-paced and vital to the organization. To perform these responsibilities at a high level, marketers must have the following key skills and competencies.
Strategic Skills
- Intermediate technology competency.
- Capability to learn quickly and understand processes and procedures.
- Desire to help others.
- Ability to communicate clearly, both verbally and via email.
Organizational Skills
- Efficient with use of time and energy.
- Skilled at prioritizing responsibilities (coaching provided).
- Not afraid of change or growth.
- Consistent with following defined processes while also being able to problem-solve and develop creative solutions and processes.
Main Responsibilities
- Understand all insurance company appetites and related underwriter guidelines.
- Easily navigate all insurance company sites.
- Create new client files in the agency management system.
- Quote new clients in a timely manner according to agency processes.
- Send and track all new client applications and other documents electronically.
Experience
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- High school diploma (or equivalent) required.
