Job Opportunity: LifeStore Bank Insurance -CL Marketing Specialist /Insurance Systems Assistance I

Posted By: Wysteria White Career Center ,

CL Marketing Specialist / Insurance Systems Assistant I
Department: Insurance
Reports To: Systems Manager
Supervises: None

Job Description:

The CL Marketing Specialist/Insurance Systems Assistant I is responsible for marketing new
business and renewal accounts for the agency. In addition, the CL Marketing
Specialist/Insurance Systems Assistant I is responsible for various administrative functions,
both of which require strict attention to detail.

Primary Job Functions may include:

• Supports and assists account executives and account managers with marketing new
business and renewal business
• When necessary, prepares submissions and cover letters to companies and brokers
ensuring accuracy, quality, and professional appearance for our offerings to the
• Becomes familiar with and utilizes the “submission” feature of AMS and attaches all
communications of marketing efforts to the client file of the management system
• Travels to various branch locations to discuss marketing activities
• Completes supplemental applications and supplies any additional information that may
be required
• Prepares proposals for account executives and account managers
• Retrieves P&C commission statements from company websites
• Processes incoming/outgoing mail
• Adds, edits, and maintains form letters in AMS360
• Keeps current on requirements for NC insurance license continuing education
• Assists with maintenance of AMS360 data base (by using reports to find errors, such as
incorrect department, personnel, or customer statuses)
• Orders and tracks supplies for the Boone branch
• Follows and is familiar with Procedures Manual
• Adheres to all company and compliance policies and procedures

Minimum Qualifications

• High School Diploma or Equivalent
• Insurance license required
• Detail-oriented and independent self-starter
• 5 years of insurance experience in an independent agency environment
• Experience working in agency management systems
• Excellent interpersonal, office, communication, and public relation skills
• Excellent knowledge of windows and MS Office programs
• Good math and verbal skills

Employees are expected to perform other duties as assigned and directed by management.
Job description and duties may be modified when deemed appropriate by management