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About the Role

Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase insurance. We are seeking a Digital Marketing Specialist to identify cross-sell opportunities, manage sales pipelines, and act as a risk advisor.

Responsibilities

• Identify and execute cross sell opportunities.
• Review submissions and applications for accuracy and completeness.
• Analyze underwriting information to determine risk exposure.
• Generate and compare quotes from multiple carriers using online rating systems and manual processes.
• Collaborate with Account Manager to determine the best coverage options for clients through expert risk assessment.
• Communicate directly with underwriters to clarify guidelines and negotiate pricing and terms when appropriate.
• Ensure quotes meet all agency and carrier compliance standards.
• Maintain accurate records in agency management systems.
• Stay up to date on carrier appetites, market conditions, and industry regulations.
• Proactively work reports to identify cross-sale opportunities.
• Work reports to identify lost business and determine eligibility for win-back opportunities.
• Effectively market, rate and quote cross sell opportunities to drive new business sales.
• Maintain an up to date cross sell opportunity pipeline to proactively quote business and provide advisory guidance to account managers.
• Coverage training and utilization of carrier trainings.
• Develop strong communication with Underwriters to build our relationship.

Requirements

• Approved P&C State Licenses needed.
• High level of organization ability.
• High degree of self-discipline and motivation.
• Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient.
• Solution driven, problem solving skills and proven analytical skills.
• Must be detail-oriented.
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.
• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute requests on time.
• Ability to understand and manage complex accounts while working under tight timeframes.
• In-depth P&C Insurance coverage and market knowledge.
• Team player with a strong work ethic.
• Effective, professional verbal and written communication skills.
• Familiar with Customer Account Servicing
• Demonstrated success in customer service skills

Skills

• Proficiency in Excel, PowerBI and data analytics.
• Computer Skills: Word processing, spreadsheets, email software and other related programs.
• Comfortable working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.

Location

• Chicago

Work Type

• Virtual-first
• Remote

Experience Level

• 2-5 years of relevant experience
• At least 10 years of Commercial Lines Account Management experience
• At least 2 years of Commercial Insurance Marketing experience

Education Level

• High School Degree Required
• 4 Year Degree Preferred
• Appropriate insurance agent’s license required
• High school or equivalent

Salary/Compensations

• $xx to $xx

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HAS and 401(k) accounts
• Paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays.
• Eligible annual bonuses, equity and commissions may be available for some positions.

About the Company

• A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S.
• Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need.
• We also license this platform to select industry participants who are looking to more effectively service their own clients.
• We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.
• We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport.
• We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

Equal Opportunity

• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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