Marketing Representative

📌 Core Information

🔹 Job Title: Marketing Representative

🔹 Company: Marsh

🔹 Location: Dallas, Texas

🔹 Job Type: Full-Time, On-Site

🔹 Category: Insurance

🔹 Date Posted: April 10, 2025

🔹 Experience Level: Mid-Level (5-10 years)

🔹 Remote Status: On-Site

🚀 Job Overview

Key aspects of this role include:

• Processing and maintaining client insurance programs
• Collaborating with team members on market strategies
• Analyzing insurance quotes and making recommendations
• Negotiating with insurance carriers

ASSUMPTION: This role requires a balance of administrative tasks and strategic decision-making, with a focus on client service and market knowledge.

📋 Key Responsibilities

✅ Process documents necessary to maintain the Client Insurance Program, utilizing agency management system

✅ Create and update Acord applications, including Supplementals, for submissions

✅ Create, complete, or review COPE spreadsheets

✅ Read and analyze loss runs

✅ Prepare or review Loss Summaries

✅ Prepare Underwriting Submission for new and renewal business

✅ Prepare Proposals for new and renewal business

✅ Initiate Premium Finance Requests

✅ Analyze and compare coverage comparisons and quotes

✅ Prepare client monthly loss projections

✅ Complete Loss Forecaster on accounts as needed

✅ Attend meetings with Marketing Team and carriers as appropriate

✅ Work with producers/account managers on new and renewal submission completion and market strategy

✅ Communicate between company, account manager, client, and producer on marketing process and daily correspondence

✅ Provide a resource to producers/account managers on market conditions, market availability, and status of new and renewal proposals

✅ Analyze insurance quotes and make recommendations of terms and conditions

✅ Communicate and negotiate with insurance carriers

✅ Utilize carrier online rating programs as necessary

✅ Design insurance program for client based on defined needs

✅ Identify and address any coverage gaps with producer, CAE, and carrier

ASSUMPTION: This role involves a mix of administrative tasks, data analysis, and strategic decision-making, with a strong focus on client service and market knowledge.

🎯 Required Qualifications

Education: Not specified (Assumed: Bachelor's degree in a relevant field)

Experience: Minimum of 5 years of middle market commercial insurance experience preferred

Required Skills:

• Licensed: Texas P&C Agent or able to obtain Texas P&C license
• Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies
• Proactive work style
• Ability to multi-task and prioritize work
• Ability to learn, analyze, and comprehend commercial lines of insurance
• Willing to work overtime due to cyclical nature of business if necessary

Preferred Skills:

• Strong communication and negotiation skills
• Proven ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness

ASSUMPTION: While not explicitly stated, a bachelor's degree in a relevant field is assumed. The role requires a strong understanding of commercial insurance and relevant software proficiency.

💰 Compensation & Benefits

Salary Range: $70,000 - $100,000 per year (Estimated based on industry standards for a mid-level marketing role in the insurance industry in Dallas, TX)

Benefits:

• Health and Welfare
• Tuition Assistance
• 401K
• Employee Assistance Program
• Career Mobility
• Employee Network Groups
• Volunteer Opportunities

Working Hours: Full-time, with potential overtime due to the cyclical nature of the business

ASSUMPTION: The salary range is estimated based on industry standards for a mid-level marketing role in the insurance industry in Dallas, TX. The role may require overtime during peak periods.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance

Company Size: 10,001+ employees (Enterprise)

Founded: 1871 (As Marsh & McLennan Companies)

Company Description:

• Marsh is a global leader in insurance broking and risk management
• They provide clients with innovative solutions for complex risks
• Marsh is part of Marsh McLennan, a global professional services firm

Company Specialties:

• Insurance Broking
• Risk Consulting
• International Insurance Placement
• Claims Management
• Captives
• Benchmarking
• Risk Management
• Cyber

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

ASSUMPTION: Marsh is a well-established company in the insurance industry, with a global presence and a broad range of services.

📊 Role Analysis

Career Level: Mid-Level (5-10 years of experience)

Reporting Structure: This role reports to the Marketing Team and works closely with producers/account managers

Work Arrangement: On-site, with potential overtime during peak periods

Growth Opportunities:

• Potential career progression within the marketing department or related fields
• Opportunities to specialize in specific industry classes or lines of business
• Possibility to take on more strategic or leadership roles as experience grows

ASSUMPTION: This role offers opportunities for career growth and development within the marketing department or related fields.

🌍 Location & Work Environment

Office Type: Corporate office environment

Office Location(s): 1166 Avenue of the Americas, New York, NY 10036, US

Geographic Context:

• Dallas, Texas is a major metropolitan area with a diverse economy
• The office is located in a bustling business district with easy access to public transportation
• Dallas offers a range of cultural, recreational, and entertainment options

Work Schedule: Full-time, with potential overtime during peak periods

ASSUMPTION: The office environment is corporate and professional, with a focus on collaboration and teamwork. Dallas offers a wide range of amenities and opportunities for employees.

💼 Interview & Application Insights

Typical Process:

• Online application and resume submission
• Phone or video screen with the hiring manager
• In-person or virtual interview with the marketing team
• Final interview with the department head or director

Key Assessment Areas:

• Insurance industry knowledge and experience
• Market analysis and strategic thinking
• Communication and negotiation skills
• Problem-solving and decision-making abilities
• Proactivity and initiative

Application Tips:

• Highlight relevant insurance industry experience and achievements
• Tailor your resume to emphasize skills and experiences relevant to this role
• Prepare for behavioral and situational interview questions related to market analysis, negotiation, and problem-solving
• Research Marsh and the insurance industry to demonstrate your knowledge and enthusiasm

ATS Keywords: Marketing, Insurance, Client Service, Market Strategy, Negotiation, Problem Solving, Commercial Lines, Underwriting, Proposal, Quote Analysis

ASSUMPTION: The application process is typical for a mid-level marketing role in the insurance industry. Applicants should highlight their relevant experience and be prepared to discuss their market knowledge and strategic thinking.

🛠️ Tools & Technologies

• Sagitta
• ImageRight
• Microsoft Office Suite (Word, Excel)
• Current internet technologies
• Carrier online rating programs

ASSUMPTION: This role requires proficiency in relevant software and tools, as well as the ability to learn and adapt to new technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Client-centric
• Collaborative
• Innovative
• Expert
• Inclusive

Work Style:

• Team-oriented
• Proactive
• Strategic
• Analytical
• Adaptable

Self-Assessment Questions:

• Do I have a strong client focus and a commitment to exceptional service?
• Am I comfortable working in a collaborative, team-based environment?
• Do I have a proactive work style and a willingness to take initiative?
• Am I able to analyze complex data and make strategic decisions based on my findings?
• Can I adapt to new technologies and tools as needed?

ASSUMPTION: Marsh values a client-centric, collaborative, and innovative work environment. Applicants should assess their fit with these values and work styles before applying.

⚠️ Potential Challenges

• Managing a high volume of documents and data
• Meeting tight deadlines during peak periods
• Adapting to changes in the insurance market and industry trends
• Balancing administrative tasks with strategic decision-making
• Working effectively in a large, enterprise-level organization

ASSUMPTION: This role may present challenges related to data management, time management, and adaptability to change. Applicants should be prepared to work effectively in a large, enterprise-level organization.

📈 Similar Roles Comparison

• This role is similar to a Marketing Specialist or Marketing Coordinator in the insurance industry
• However, it may require more strategic decision-making and market analysis than some similar roles
• Career progression may differ from other marketing roles, with a focus on industry-specific expertise

ASSUMPTION: While this role shares similarities with other marketing roles in the insurance industry, it may require more strategic decision-making and market analysis. Career progression may focus on industry-specific expertise.

📝 Sample Projects

• Analyzing market trends to identify new business opportunities
• Developing and implementing a marketing strategy for a specific industry class or line of business
• Negotiating with carriers to secure favorable terms and conditions for clients
• Creating and presenting a comprehensive market analysis to the marketing team and producers/account managers

ASSUMPTION: Sample projects for this role may involve market analysis, strategic planning, negotiation, and presentation skills.

❓ Key Questions to Ask During Interview

• What are the most pressing market trends and challenges facing the insurance industry today?
• How does this role contribute to the overall marketing strategy for the company?
• What opportunities are there for career growth and development within the marketing department or related fields?
• How does the marketing team collaborate with other departments, such as underwriting and claims, to provide comprehensive client service?
• What is the work-life balance like for this role, and how is overtime managed during peak periods?

ASSUMPTION: Applicants should ask thoughtful questions to demonstrate their interest in the role and the company, and to gain a better understanding of the work environment and career opportunities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant insurance industry experience and skills
• Prepare a cover letter that demonstrates your enthusiasm for the role and the company
• Prepare for behavioral and situational interview questions related to market analysis, negotiation, and problem-solving
• Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications

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