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Broker Assistant for Wholesale Insurance – Novatae Risk Group – Orlando, FL

Company: Novatae Risk Group

Location: Orlando, FL

Expected salary:

Job date: Wed, 11 Jun 2025 23:16:21 GMT

Job description:

Job Title: Renewal Marketing Specialist

Job Description:

We are seeking a detail-oriented Renewal Marketing Specialist to join our dynamic team. In this role, you will be responsible for managing accounts identified for renewal, ensuring seamless execution of agency procedures. Your primary focus will involve engaging with existing clients to provide tailored quotes for additional services, enhancing customer satisfaction and loyalty.

Key Responsibilities:

  • Identify and manage accounts due for renewal, adhering to established agency procedures.
  • Conduct thorough assessments of client accounts to determine relevant additional services and enhancements.
  • Generate and deliver accurate, competitive quotes for existing clients, emphasizing value and benefits.
  • Collaborate with the sales and customer service teams to ensure a cohesive approach to client renewals.
  • Maintain detailed records of client interactions and transactions for future reference and follow-ups.
  • Assist in developing marketing strategies aimed at improving client retention and renewal rates.
  • Monitor trends in client feedback to identify areas for service improvement and innovation.

Qualifications:

  • Professional experience in marketing, sales, or customer service.
  • Strong analytical skills for evaluating client needs and opportunities.
  • Excellent communication and interpersonal skills.
  • Proficiency in using CRM software and other marketing tools.
  • Ability to work collaboratively in a fast-paced environment.

Join us and play a crucial role in strengthening our client relationships while driving growth through effective renewal marketing strategies!

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