Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity- and we are seeking professionals who share these values to join our team.
Effectively coordinate & communicate with Producers, Account Managers & Other Service Team Members. Using the systems and processes in place, communicate with all members of the Service Team. Survey and Analysis: Analyze and interpret in force management liability policies to identify coverage discrepancies and opportunities to improve the current management liability program and provide coverage survey deficiency talking points to the Producer to share with Prospect New Business Intake: Process & track new Broker of Record (BOR) letters. Market Selection: using the Market Intelligence Database and with input from Production to determine Markets and strategy to pursue for the account placement. Submission: The Strategic Marketing Analyst will identify, gather, and review the exposure information, inclusive of financial statements and historical claims experience, update the coverage specifications with any applicable updates from the TDD specifications, and work with Production to draft the submission and advise Team if further information or clarification is needed. Placement: Submit the risk to the marketplace ensuring carriers have all information they require and data is accurate and current, including: Provide Teams marketing summaries as needed; Correspond with carrier representatives to coordinate activity, provide information, and advocate on behalf of the client, suggesting limitations and/or modifications to the policy terms to obtain the best possible quotes and coverages; Analyze quotations to verify coverages, premium rates and competitiveness; Identify and resolve with underwriter(s) any omissions or shortfalls on viable quotes Quote Review: Participates in marketing negotiations including reviewing quotes and provide coverage comparison analysis. Insurance Policy Quote and Coverage Analysis: Independently analyzes and interprets policy coverages and endorsements compared to the coverage specifications and other quotes. Deliverable for Proposal: The Marketing Specialist will draft deliverables for the Proposal. Quality Control: Responsible for following all policies and procedures to ensure consistency.