Marketing Representative (Pennsylvania)

Utica First Insurance Company has been serving the insurance needs of families and businesses for over 100 years. We have a dedicated “team” of employees and offer continuing opportunity for personal career growth.

Utica First Insurance Company is currently seeking a Marketing Representative for our Pennsylvania territory. This candidate must reside in the state of Pennsylvania.

The Marketing Representative primary function is to maintain and grow customers in their territory. Representatives should be able to assess agents’ needs and risks to recommend suitable coverage, manage agents accounts, and manage policy updates and renewals.

This individual should be able to identify and educate potential agents on policy options and build relationships to meet company goals. 

Reports To

Vice President of Marketing

Duties/Responsibilities

Visit the assigned agents on a regular basis for the following purposes:

· Increase interest and knowledge of Utica First products with our customers. Advise agents of our philosophies, rules, guidelines, and systems.

· Grow the premium volume in the assigned territory. Set production quotas with agents and follow up in person on a regular basis to be sure that they are being met.

· Assist agents in the sale of the Company's products, as needed. This can involve training Agency CSR staff on our products, quoting risks or assisting with quoting risks in the agent’s office, making preliminary inspections of a risk with an agent, or sales meetings with agent’s sales staff.

· Train Agents and CSRs in the Utica First Policy Rating System and other features of our website.

· Assist the Home Office in the collection of agency balances.

· Determine the nature of any service problems originating in the Home Office. Collaborate with Agents and UF staff to resolve issues or problems between agent and company.

· Make Home Office aware of the competitiveness of present insurance products and what other companies are doing with comparable products.

· Make underwriting inspections of commercial properties when requested.

· Make agency prospect calls in desired expansion areas to meet established new agency appointment goals. Submit applications for new agents to Home Office for approval.

· After approval of new agents, work closely with agency staff to ensure success in meeting production targets in first, second, and third years.

· Prepare analysis of territories and individual agents as called for by the Home Office.

· Personally assist with additional tasks assigned by the Company.

· Assist the Vice President of Marketing in the development of other Marketing Representatives as requested by the Company.

· Consistently achieve Territory Premium volume, New Agent appointment, and Loss Ratio goals on an annual basis.

· Participate in PIA or other Insurance Industry meetings or committees as requested.

· Continue Insurance education by attending CE credit courses, maintaining licenses, or other insurance specific seminars as assigned.

· Complete all non-numeric objectives (such as call reports, agency reviews, new agent quarterly reports, and expense reports) and other assigned projects in a consistently timely manner.

 Required Skills/Abilities

 

· Knowledge of Small Commercial Property and Casualty policies and products.

· Moderate business computer knowledge of spreadsheets, e-mail, web-based rating, and word documents required. Skill in operating laptop computers, iPad, and other similar equipment is essential.

· Valid driver’s licenses with acceptable driving record.

· Ability to manage regimen of daily drives and visits to 10-14 locations in the territory each week.

Creating External Connections: 

· Promotes customer focus as central to the company's mission and goals.

· Builds alliances across the organization.

· Benefits organization through outside activities 

· Develops network of professional contacts outside own work group.

Focus on Results: 

· Sets and achieves challenging goals.

· Pursues commitments and deadlines until completion. 

· Takes responsibility for outcomes.

· Measures performance against standard of excellence 

· Recognizes and acts on opportunities. 

· Takes independent actions and calculated risks.

Communication:

· Clearly expresses ideas and thoughts verbally. 

· Expresses ideas and thoughts in written form

· Selects and uses appropriate communication methods.

· Keeps others adequately informed.

· Exhibits good listening and comprehension.

· Speaks clearly and persuasively.

Customer Experience: 

· Displays courtesy and sensitivity. 

· Manages difficult or emotional customer situations.

· Regulates impact of own emotions upon others. 

· Responds promptly to customer needs. 

· Solicits customer feedback to improve service.

Education and Experience

· Equivalent of four years of general college or study in the insurance field.

· Progress towards industry designations such as CPCU or CIC desirable.

· A minimum of at least 3 years’ experience in the insurance industry as a company marketing representative.

Physical Requirements

· Frequent travel (endurance for long travel days to include extended periods of sitting)

· The ability to walk or stand for extended periods is necessary, especially when working at events or in the field. 

· May need to lift and carry items weighing up to 50 lbs. such as marketing materials and equipment.

Utica First Offers:

· Competitive starting salary

· Medical (first of following month)

· Dental

· Vision

· Life and Disability Insurance

· Company paid LTD

· Flexible Spending Accounts

· Health Savings Accounts

· Matching 401(k) Plan

· Roth 401k Plan

· Bonus program

· Generous Vacation, Sick and Personal Leave

· Generous holidays (to include Birthday)

· Business casual environment