Location: San Antonio, TX 78257
Post Date: 05/17/2022
Department: Real Estate Investment
Position: Real Estate Marketing Analyst
Job Purpose: To be responsible for new business and renewal business marketing support in accordance with the agency marketing plan. Responsible to Real Estate Investment Department Team Leader.
Job Function Responsibilities:
? Prepare Client Dashboard at start of Renewal process – 150 Days prior to renewal date
? Create New Client File
? Prepare new submission prep documents such as applications, Statement of Values, and Loss Runs to market new and renewal business.
? Prepare Certificates of Insurance and Evidences of Property.
? Monitor payments and track invoicing.
? Order Flood determinations and Letter of Map Amendments.
? Order MSB’s for replacement cost evaluations.
? Process Flood renewals and renewal invoices.
? Rate on-line business (Lessor’s Risk Only, Flood, Workers Compensation).
? Review Binders to Quotes; Policies to Binders; Deliver to Client
? Maintain and update Agency Management System
? Manage Client Communication System
Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirement.
? The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
?Seeing ?Hearing ?Talking* ?Reading* ?Writing* ?Reaching ?Stooping ?Use of Hands ?Walking ?Sitting for several hours ?Lifting up to 25 lbs
* Proficiency of the traits marked above require English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work etc.
? High school diploma with college degree or business school desirable.
? At least two years of experience in underwriting or insurance agency service position.
? Above average phone personality and ability to deal with people.
? In-depth knowledge of commercial coverage and rating.
? Holds professional designation or is actively pursuing (CISR, CPSR, CIC).
? Holds Texas property-casualty insurance solicitors license.
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