Marketing Representative Position Description
We are a growing company in an interesting and challenging segment of the insurance industry, and we are always looking for talented individuals to join our team.
This is a summary and is intended to help a candidate understand the general concepts and responsibilities required for this position. Tasks and responsibilities may be added, deleted, or changed as our business changes.
Essential Job Duties & Responsibilities:
This individual will have the job of communicating with customers and raising the level of awareness about both the personal lines and commercial lines products we offer, the Tuscano brand, and the benefit the customer can achieve by working with Tuscano. The goal is to uncover opportunities to write more business with our current customers while educating and informing new customers about our product offerings and advantages. Accept the responsibilities and deliver outstanding customer service in the execution of:
- Increase new submissions, quotes and premium by performing the following:
- Phone Calls – make qualified customer calls each week to promote all lines of business
- Qualified customer calls will be defined as speaking with the decision maker, the employee who writes the business or the employee who determines where business is placed at the agency.
- Visits/Virtual Visits – visit (both in person and virtually) every week to promote all lines of business
- Think strategically in planning who these visits are with to ensure that quality versus quantity visits are achieved.
- The purpose of these visits should be to build solid relationships with our agents by clearly communicating and educating them on our products, services and expectations.
- Onboarding Webinars – conduct onboarding webinars for our customers, or as needed. The purpose of these will be to lay a good foundation and groundwork need to successfully onboard new agents.
- Identify customers that have the greatest potential and grow their new business premium. Develop a plan of growth for these agents and track their submissions, quotes, binders & renewal retention.
- Systematically prospecting and engaging with new customers and with customers that have not yet utilized our products.
- Phone Calls – make qualified customer calls each week to promote all lines of business
Develop a plan to follow-up after agency visits.
- Maintain and establish stronger relationships with our customers.
- Work with the Tuscano underwriting teams to understand trends and utilize data from submission activity to target our marketing efforts.
- Track production and activity with customers and use this information to report back to the team and management on trends and opportunities.
- Report to management and underwriting teams on the progress of marketing efforts and new broker relationships. Utilizing our internal intranet to communicate and document the findings.
- Strategize with the marketing team in the development and promotion of new markets, programs and expansions.
- Assist members of the Marketing team with projects, events and/or customer calls/visits.
- Other duties as assigned.
Job Skills & Qualifications:
Skills are acquired through experience and training
- 5-10 years of insurance industry/sales experience is required
- Build strong relationships with our retail customers
- Utilize a sales mentality to promote the business
- Use critical and analytical thinking to provide solutions for customers
- Ability to speak virtually and at events
- Demonstrate decisiveness
- Excel in both oral and written communication skills
- Strong analytical skills
- Strong organizational skills
- Ability to work independently in a fast-paced environment
- Align with our customer service expectations
- Organize workload and tasks
- Maintain Tuscano service standards
- Complete your workload in an effective manner
- Exhibit proficient computer skills and must be highly technical in Microsoft Office products
- Collaborate with team members and build positive working relationships
- Must be persistent and goal oriented
Travel:
- Travel time is required in the field to visit our customers
- Occasional overnight travel required
- Travel to Tuscano’s home office required during training
Benefits:
- Paid vacation & personal/sick time
- Paid holidays
- Medical, Dental and Vision benefits after 90 days of employment
- Short-term disability, Long-term disability and life insurance after 90 days of employment
- Profit Sharing available after 1 year of employment
- On-site daycare available after 1 year of employment, if space is available
- 401K Contributions after 1 year of employment
About Tuscano:
For over 50 years the Tuscano Agency has provided insurance solutions exclusively to our customer, the retail agent and broker.
Tuscano is located in Greensburg PA, approximately 35 miles SE of Pittsburgh. We have been recognized as a Top Workplace in the Pittsburgh region each year since 2011. We are a growing company with 100+ employees, most of who work from our Greensburg office with teleworking options available.
As an insurance wholesaler, we work with independent insurance producers in 20+ states. Our work is fast-paced with a focus on professional knowledge of the products we sell and a commitment to excellence in customer service. We are passionate about giving back to our community and believe in taking an active role in the broader insurance community.
At the Tuscano Agency, we face challenges and every day we rise to face those challenges together. Every day we learn something new. Every day we will have fun together and care for each other.