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Marketing Lead for Employee Benefits - McGriff

Truist

Truist

Marketing & Communications, Accounting & Finance
Durham, NC, USA
Posted on Wednesday, July 3, 2024

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Unique Approval ID = #174

JOB SUMMARY

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 carrier representatives, teammates, and clients when applicable.

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.


1. Serve as consultative point of contact for the team in relation to coverages and marketing matters; identify and understand client needs and provide recommendations with supporting rationale.
2. 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, when applicable.
3. Build and maintain carrier relationships by phone, email, and in person.
4. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
5. Coordinate and work closely with local leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.
6. 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.
7. Assist the Producer and account team members in collecting client information.
8. Provide analyses and recommendations of coverage needs to the Producer, 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.
9. Lead the renewal process and prepare company applications and submissions to appropriate markets.
10. Prepare any proposals, finance agreements and other presentations, as requested
11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.
12. Ability to direct and lead renewal strategy as requested.
13. Visit prospects and/or clients with Producer and/or other teammates as required.
14. Understand and utilize the client management system(s) and other relevant technology platforms.
15. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
16. Be a resource to teammates and very knowledgeable about insurance carrier products and programs
17. Mentor and train other account team members as appropriate, and demonstrate strong interpersonal and professional relationship building skills.
18. Back up and support account teams, as required, on interim marketing or technical support assistance.
19. Other job duties and responsibilities as requested by management.

QUALIFICATIONS
Required Qualifications:
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.
1. Bachelor's degree or equivalent education and/or related experience
2. Five years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced
5. Organizational skills to plan and prioritize workload, and to oversee application of work flows and procedures
6. 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
7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates
8. Strong persuasion skills and tact to obtain information, negotiate with markets, and motivate staff
9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market, and employee relations problems
10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
11. Ability to travel overnight

Preferred Qualifications:
1. Advanced degree(s)
2. Insurance industry certifications in addition to necessary license(s)
3. Significant prior experience leading teams and/or projects


General Description of Available Benefits for Eligible Employees of TIH:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH’s generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.


This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.


TIH Insurance Holdings, LP (TIH) 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. TIH is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify