Senior Marketing Representative

Responsibilities include, but are not limited to:

Agency management

• Deliver key performance indicators (KPIs), including profit, growth, written premium, loss ratios, retention, and annual production goals
• Track agent performance, production, and retention; provide regular reporting to leadership on agent and marketing effectiveness
• Analyze performance data to identify trends, gaps, and opportunities (Quotes, close rate, quality…etc)
• Recommend and implement data-driven strategies to improve profitability and growth
• Train and onboard new agents on company policies, procedures, and cross-functional operations, including Underwriting, Service Operations, and Claims.
• Educate agents on company contracts, products, systems (NextPak, Union Express), commission structures, and marketing programs.
• Manage agency performance by implementing improvement plans, including rehabilitation or termination, in coordination with the Regional Marketing Manager.
• Collect and maintain agency profiles, including competitive intelligence and market insights.
• Build and maintain strong relationships with agents through consistent communication and in-person engagement.
• Maintain active file of prospective agents and recommend selection based on loss experience of agents' Companies.
• Serve as liaison between agents and Company, assisting them with technical situations as well as in obtaining new and renewal business.

Compliance & Risk Management

• Ensure agency adherence to underwriting guidelines, regulatory requirements, and company policies
• Monitor for compliance risks and escalate concerns as needed

General

• Partner with Regional Manager to create strategies toward achieving sales objectives and territory management.
• Collaborate with Regional Manager, Manager of National Accounts, Underwriting, Actuary and other teams to ensure competitive positioning of products and operational capabilities.
• Pursue continuing education with support from The Norfolk & Dedham Group to expand skill sets supporting the Company and Department and to remain apprised of the actions of competitors and disruptors.
• Attend Trade Association and other industry-related meetings and conventions.
• Make suggestions based on market analysis to improve company's product and enhance the company's competitive position.
• Participate in and facilitate the team dynamic of the entire Marketing department.

Requirements

• 8 or more years of experience working in the insurance industry in marketing, claims, or underwriting. Marketing experience preferred.
• Excellent organizational skills with strong attention to detail and accuracy.
• Effective interpersonal and communication skills, both verbal and written.
• Sales driven with a high energy level
• Collaborative with a customer-service mindset.
• Must maintain a good driving record and have a valid and current driver's license
• Independent self-starter capable of producing in both structured and unstructured settings
• Ability to analyze performance data, identify trends, and make data-driven decisions
• Proven ability to build and maintain strong agency or client relationships
• Sales or business development experience
• Experience driving growth, meeting production goals, or managing a book of business
• Experience with CRM systems, agency management systems, or insurance platforms
• Comfort presenting to groups, leading trainings, and facilitating meetings

Desired Qualifications

• Bachelor's degree in Business Administration, or a related field.
• General insurance acumen (CPCU preferred, required to pursue upon start)