Origin Marketing Specialist

The Origin Marketing Specialist is responsible for marketing new commercial insurance opportunities to carrier partners and securing appropriate coverage terms for clients. This individual will be responsible for managing and qualifying the intake of requests, preparing submission materials, evaluating carrier quotes, presenting to prospects and facilitating the binding process when coverage is selected. This role requires strong analytical skills, attention to detail and the ability to maintain productive relationships with insurance carriers and internal team members.

Work Performed

• Responsible for the intake of quote requests and referrals by securing underwriting information.
• Qualifies account opportunity according to department guidelines.
• Prepares and submits complete underwriting submissions including applications, loss runs, and supporting documentation, or by utilizing the carrier’s online rating system.
• Evaluates carrier quotes and proposals to ensure coverage accuracy and competitiveness.
• Presents coverage options to prospects.
• Binding of accounts including: securing applications and subjectivities that are required and completion of billing when coverage is requested.
• Maintains accurate and timely documentation in the agency management system.
• Track and manage marketing data including: number of requests, how received and outcome and submitting regular reports to management.
• Maintain strong working relationships with carrier representatives and underwriting teams.
• Stay informed of market conditions, carrier appetites and emerging coverage solutions.

• Active Property & Casualty Insurance License (required)
• Strong communication and relationship-building skills
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple marketing submissions and deadlines simultaneously in a fast paced environment
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Preferred Education & Experience

• 2+ years experience in commercial insurance marketing, underwriting or account management preferred
• Familiarity with agency management systems, such as Applied Epic or similar platforms
• Understanding of commercial insurance coverages and underwriting processes
• Experience working with carrier underwriters and insurance markets