Commercial Insurance Marketing Representative

📌 Core Information

🔹 Job Title: Commercial Insurance Marketing Representative

🔹 Company: Wells Insurance

🔹 Location: Wilmington, North Carolina, United States

🔹 Job Type: On-site

🔹 Category: Insurance

🔹 Date Posted: April 2, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Supporting the sales team with insurance knowledge and proposal preparation
• Negotiating terms and coverage with insurance carriers
• Conducting market analysis to tailor strategies to commercial clients
• Maintaining effective communication and relationships with clients and insurers

ASSUMPTION: This overview assumes a collaborative environment where the representative acts as a bridge between sales and carriers, leveraging expertise to optimize insurance solutions.

📋 Key Responsibilities

✅ Submission Preparation: Gather and organize necessary documentation for comprehensive submissions.

✅ Carrier Negotiation: Engage with underwriters to secure favorable terms and conditions.

✅ Market Analysis: Evaluate market trends for strategic marketing approaches.

✅ Proposal Development: Prepare detailed proposals for client presentation.

✅ Relationship Management: Build and sustain strong networks with clients and carriers.

✅ Process Improvement: Identify and implement marketing process enhancements.

ASSUMPTION: Responsibilities are assumed to require a high degree of initiative and self-motivation given the on-site nature of the role supporting complex sales processes.

🎯 Required Qualifications

Education: High school diploma or equivalent.

Experience: 2-5 years in commercial property and casualty insurance with a preference for retail agency or brokerage experience.

Required Skills:

• Strong sense of urgency
• Negotiation abilities
• Analytical skills
• Effective communication skills

Preferred Skills:

• Proficiency in insurance rating platforms
• Sales-driven mindset

ASSUMPTION: The role may offer training for the required state-specific Property & Casualty license.

💰 Compensation & Benefits

Salary Range: Not specified; expected to be competitive depending on experience.

Benefits:

• Health insurance
• Retirement plans
• Professional development opportunities

Working Hours: 40 hours per week, standard business hours assumed.

ASSUMPTION: Compensation includes typical industry benefits; specific packages may vary and should be confirmed during the interview process.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance

Company Size: 51-200 employees, ensuring a more personal work environment with ample opportunities for career growth.

Founded: 1920, with a long history of stability and reliability in the insurance sector.

Company Description:

• A well-established, family-owned insurance firm
• Privately owned, serving 36 states across various insurance sectors
• Part of the Assurex Global network, enhancing reach and resources

Company Specialties:

• Commercial Insurance
• Employee Benefits
• Marine, Home, Auto, and Health Insurance

Company Website: http://www.wellsins.com

ASSUMPTION: Company information highlights a stable working atmosphere with diverse insurance offerings, beneficial for professional development.

📊 Role Analysis

Career Level: Mid-level professional role with opportunities for advancement based on performance and initiative.

Reporting Structure: Likely reports to a senior marketing or sales manager within the company.

Work Arrangement: Full-time, on-site in a supportive, team-oriented environment.

Growth Opportunities:

• Possibility of expanding into more senior marketing roles
• Opportunities to develop expertise in specialty insurance markets
• Engagement with broader networks through Assurex Global partnerships

ASSUMPTION: Growth opportunities are present given the company’s size and history of supporting employee advancement.

🌍 Location & Work Environment

Office Type: Corporate office setting with client engagement centers

Office Location(s): Multiple offices in Wilmington, NC, Southport, NC, and Wrightsville Beach, NC.

Geographic Context:

• Located in a vibrant, growing region with a strong economic base
• Proximity to coastal areas providing a diverse living experience
• Access to local amenities and supportive community environment

Work Schedule: Full-time, typical business hours, which suggests predictability for work-life balance.

ASSUMPTION: Assumed a positive work-life balance supported by the location’s lifestyle offerings and the company’s family-oriented culture.

💼 Interview & Application Insights

Typical Process:

• Initial application review by HR
• Phone or video interview with HR or team leader
• Technical interview with focus on role-specific skills

Key Assessment Areas:

• Insurance industry knowledge and experience
• Negotiation and communication skills
• Ability to work in a sales-driven environment

Application Tips:

• Demonstrate a strong understanding of commercial insurance products
• Highlight past successes in negotiation and relationship management
• Prepare examples of process improvement initiatives

ATS Keywords: Commercial Insurance, Negotiation, Process Improvement, Relationship Management

ASSUMPTION: The application process seeks to identify candidates with a proactive, sales-oriented mindset aligned with industry needs.

🛠️ Tools & Technologies

• Insurance rating platforms
• Customer Relationship Management (CRM) tools
• Data analysis software

ASSUMPTION: The role's tools focus on data-driven decision-making and client relationship management tailored to the insurance sector.

👔 Cultural Fit Considerations

Company Values:

• Integrity and ethical standards
• Commitment to customer satisfaction
• Innovation in insurance solutions

Work Style:

• Collaborative and team-oriented
• Proactive with a service-oriented approach
• High energy with a focus on achieving results

Self-Assessment Questions:

• Am I comfortable working in a sales-driven environment?
• Do I have a strong ability to negotiate and build relationships?
• Can I work independently and as part of a team?

ASSUMPTION: The cultural values emphasize integrity and customer-centric approaches, important for maintaining strong industry reputation.

⚠️ Potential Challenges

• Managing multiple client relationships concurrently
• Keeping up with changing market conditions
• Balancing administrative tasks with sales responsibilities
• Ensuring timely submission preparation and accurate proposals

ASSUMPTION: Challenges highlight the necessity for strong organizational skills and the ability to adapt quickly to client and market demands.

📈 Similar Roles Comparison

• Commercial Insurance Specialist
• Insurance Broker
• Business Development Manager in Insurance

ASSUMPTION: The role shares common ground with similar positions in negotiation and client relationship management but focuses more on market strategy and proposal development.

📝 Sample Projects

• Creating comprehensive insurance proposals for large commercial clients
• Conducting a market analysis and presenting findings to the sales team
• Developing a new sales-driven approach for engaging with potential clients

ASSUMPTION: Sample projects reflect the integration of analytical and sales skills to meet client needs and drive business goals.

❓ Key Questions to Ask During Interview

• What support is available for professional development and licensing?
• How does the team handle complex client negotiations?
• What are the key challenges regularly faced in this role?
• Can you describe the company culture and team dynamics?
• How does Wells Insurance approach market trends and innovations?

ASSUMPTION: These interview questions are designed to provide greater insight into team dynamics, support structures, and the company's future directions.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the company's career page
• Include an updated resume and cover letter addressing your suitability for the role
• Prepare for a potential initial phone screening by HR
• Be ready for a role-specific interview which may include scenario-based questions
• Follow up with a thank-you email post-interview to reiterate interest

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.