Truist Senior Marketing Lead - McGriff in McLean, Virginia
Req ID: R0070782
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Lead and coordinate marketing activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
The Senior Marketing Lead will be capable of performing the following major accountabilities in an exemplary fashion with minimal supervision. The Senior Marketing Lead also will be regarded as a leader among his or her peers and a teammate who sets examples for others to follow, as well as being sought by teammates as a resource for strategic advice and assistance working through complex issues.
Serve as consultative point of contact for the client in relation to coverages and marketing matters; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.
Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
Build and maintain key client and carrier relationships by phone, email, and in person.
Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.
Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
Assist the Producer and account team members in collecting client information.
Provide analyses and recommendations of coverage needs to the Producer and client, assist the Producer in developing initial marketing and renewal strategies, and lead the execution of marketing and renewal strategies, working with account team members and direct communications with carrier underwriters and other carrier representatives.
Lead the renewal process and prepare company applications and submissions to appropriate markets.
Prepare any proposals, finance agreements and other presentations, as requested
Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.
Ability to direct and lead renewal strategy, mid-year reviews, and annual stewardship meetings as requested.
Visit prospects and/or clients with Producer and/or other teammates as required.
Understand and utilize the client management system(s) and other relevant technology platforms.
Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
Be a resource to teammates and very knowledgeable about insurance carrier products and programs
Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.
Back up and support account teams, as required, on interim marketing or technical support assistance.
Other job duties and responsibilities as requested by management.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree or equivalent education and/or related experience
Seven years of relevant insurance industry experience
Appropriate insurance license(s)
Considerable knowledge of markets, policies and coverage issues for all states and industries serviced
Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures
Leadership skills, service, and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale
Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates
Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff
Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems
Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
Ability to travel overnight
Insurance industry certifications in addition to necessary license(s)
Significant prior experience leading teams and/or projects
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)