CL Marketing Specialist

Based in Austin, TX; Combined Agents of America, CAA, is a privately held aggregator group committed to strengthening the role of independent agencies by combining our expertise and relationships to better serve our clients and business partners.

We are comprised of 91 independent insurance agencies located throughout 8 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR.

We believe business as usual is not business in the future

Job Title: CL Marketing Specialist

Summary of Position:

The Marketing Specialist is a hybrid position that is responsible for growing and maintaining a book of business, while meeting with our members on a regular basis to educate them on carrier partners and opportunities. This position provides a high level of support with direct customer service to our member agencies. Duties include working with Agency Manager/Producer to design proper insurance/risk management services for clients along with customer service in coordination with other agency personnel. The Marketing Specialist has product knowledge and is familiar with products offered by carriers. This position assists in production and renewal accounts, paralleling, agency and individual Producer goals and can assist agencies with service needs and making changes to existing accounts. The Marketing Specialist will work closely with the VP of Member Engagement for their region in educating member agency staff on the carriers, coverage, and opportunities available.

This is an excellent opportunity for a goal-oriented self-starter who can navigate a strategic plan, respond to challenges, promote our values, and grow our customer base.

Responsibilities:

• Provide proactive, personalized support to assigned Commercial Lines agencies.

• Provide insurance technical expertise to agents and other members of the CAA team.

• Responsible for marketing and placement of client Commercial Lines insurance.

• Determine most-appropriate carriers for market pricing.

• Analyze and compare carrier quotes and coverage offerings.

• Make insurance program recommendations to clients.

• Manage client renewal expirations and avoid any lapse in coverage.

• Negotiate with carriers on behalf of clients.

• Process policies, endorsements and audits as needed.

• Champion client cross-selling initiatives and develop customer accounts.

• Respond to underwriters' questions in a timely and professional manner.

• Maintain a high degree of accuracy in agency management systems.

• In-person attendance at face-to-face agency meetings.

Knowledge, Skills and Abilities:

• 2-5 years' experience in a Commercial Lines agency.

• Strong understanding of Property & Casualty insurance.

• Must hold Property & Casualty insurance license.

• Comfortable with internet-based programs and Microsoft Office products.

• Knowledge of Applied Epic preferred, but not required.

• Able to work in a fast-paced, team environment with minimal instruction.

• Keep informed about industry information, technology, and trends.

CAA is committed to providing a full suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. CAA also offers a generous paid time off policy as well as paid holiday time.

Flexible work from home options available.

Compensation: $60,000.00 - $70,000.00 per year

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a CAA member agency is a great career choice!

CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?