Job Description

Bedford Underwriters is looking for a skilled commercial insurance Sales & Marketing Manager to join our team in Glendale, WI. This individual will be responsible for leading all outward sales and marketing initiatives for the Bedford Underwriters client base. As both a wholesale broker and MGA, this individual will help reach new retail insurance agent customers to grow and expand our business. The ideal candidate will have a minimum of 3 – 5 years of relevant commercial insurance experience, in a sales or underwriting related capacity, but tangential and relevant experience can be considered. This would be a hybrid position, with remote working available on a to-be-scheduled basis.

Job Duties:

- Develop a strategic vision and tactical plan to build and grow our existing customer base through both direct and indirect sales and communication efforts.

- Reach new clients and foster growth by detailing the agency capabilities, strengths and expertise; must have a thorough understanding of our insurance markets appetites and capabilities.

- Conduct ‘lead generation’ efforts on an ongoing basis ; through in person meetings, webinar/virtual meetings and phone calls, with existing and new customers.

- Develop and manage a complete marketing calendar and schedule for email marketing campaigns, direct email campaigns, webinars, and direct mailers.

- Identify opportunities for growth and recommend new marketing initiatives and ideas where appropriate, pursuant to industry trends.

- Collaborate with the underwriting team to understand work pipeline, market opportunities and better define how we can help our customer base.

- Field appropriate retail agent questions, concerns and assist in full new business life cycle, from submission, to quote, to binding for incoming agents.

- Communicate new market opportunities to retail insurance agents, assisting in trainings, webinars, and sales visits when appropriate.

- Demonstrate a thorough understanding of the current insurance marketplace & industry trends; both admitted and excess and surplus lines insurers.

- Collaborate with principal leadership in the agency to analyze growth, identify new opportunities and measure success.

- Limited travel (less than 250 – 500 miles radius) expected for in-person agent sales visits when appropriate, not to exceed 20% of working hours.

Qualifications:

- Bachelor’s Degree or higher from an accredited university

- A minimum of 3 – 5 years of experience working in the insurance field within a similar capacity, or equivalent experience

- Strong self-sufficiency and accountability required ; must be able to work autonomously and manage their own workload with minimal oversight.

- Strong verbal and written communication skills ; must be comfortable forming personal bonds with new faces both in person and over phone/email.

- Detail-oriented mind-set and organized way of working

- Ability to communicate easily and work seamlessly in a partial remote working environment; This position will be based at our office location in Glendale, WI

- Experience with data entry and comfortability with detailed file management.

- Experience with direct email campaigns and marketing tools

Base Salary: Position starting at $55,000 or greater annual salary & benefits (Health Insurance, Dental Insurance and 401K available).

*Please note, starting salary below is an estimated range, commiserate with experience. Additional sign on bonuses, commission structures, etc could be entertained for the right candidate.

To Submit an Application: 

Please contact us using the form below to email a job application including both a resume and cover letter. 

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