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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 :

Lead and coordinate marketing and service 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.

1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

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.

3. Ability to direct and lead mid-year reviews and annual stewardship meetings

4. Build and maintain key client and carrier relationships by phone, email, and in person.

5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.

6. 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.

7. 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.

8. Assist the Producer and Account Manager in collecting client information.

9. 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 Managers and other account team members and direct communications with carrier underwriters and other carrier representatives.

10. Lead the renewal process and prepare company applications and submissions to appropriate markets.

11. Assist the Producer in and / or lead in presenting coverage and renewal recommendations to the client.

12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

13. Work with Account Manager to schedule and conduct teammate meetings.

14. Understand and utilize the client management system(s) and other relevant technology platforms.

15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.

16. In concert with Account Manager and Client Service Specialist, effectively resolve workflow issues.

17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.

18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.

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. Six 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 team workload, and to oversee application of work flows and procedures

6. Leadership skills and 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, obtain commitment or payments due from others, 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. Other advanced degree(s)

2. Insurance industry certifications in addition to necessary license(s)

3. Significant experience leading teams and / or projects

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : 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 Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

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 Truist’s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and / or a deferred compensation plan.

As you advance through the hiring process, you will also 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.

Smile Doctors is our people-first culture which creates an environment of passionate, caring Team Members dedicated to providing fun and encouraging relationships with each other and our patients.

Smile Doctors offers every Team Member the opportunity to be a part of something bigger. We focus on the importance of the individual and recognize that each person on our Team has something great to offer.

We recognize talents and strengths and take care to nurture those abilities to help our Team Members grow into successful people in their careers, in our organization, and beyond.

We are looking for a Field Marketing Representative I to join our team!

If you are looking for an opportunity to be a part of a growing company and industry leader, Smile Doctors is the place for you.

We operate the largest national network of orthodontic clinics with locations in more than 20 states. At Smile Doctors, we excel at providing exceptional patient care.

What We Offer

• Competitive salary
• Medical, dental, vision and life insurance
• Short and long-term disability coverage
• 401(k) plan
• 3 weeks paid time off in your first year + paid holidays
• Discounts on braces and clear aligners for you and your family members

What You’ll Do

• Assists Area Marketing Manager with marketing plans and programs in assigned territory
• Provides reports and analyzes local marketing efforts
• Establishes relationships and builds rapport with local businesses, doctors, and dentists to encourage patient referrals
• Secures participation in community events to generate new patients and brand awareness
• Manages local marketing budget
• Monitors local competitive trends
• Builds relationships with local organizations, local government agencies, and prominent community members
• Assists with clinic Grand Openings and other events
• Supports field requests for marketing materials including posters, advertising, promotional fliers, etc.
• Orders and distributes branded merchandise to clinics and community events. Helps manage inventory to maximize impact and success within budget

What You’ll Need

• High School Diploma or equivalent required
• Bachelor’s Degree preferred
• Minimum of one (1) year of experience in outside business to business sales / marketing, operations, or marketing with a proven track record of success, two (2) years preferred

This is the perfect opportunity to grow with an expanding organization! Apply today!

Smile Doctors and all our affiliating practices are proud to be an equal opportunity workplace and welcome diversity in our organization.

We do not discriminate against any team member or applicant for employment regardless of age, race, color, national origin, religion, disability, veteran status, sex, sexual orientation, or gender identity.

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225) 329-9305 Powered by JazzHR