Middle Market Lending Specialist jobs in Billings, MT

Overview

This position is open in the following Montana locations: Billings, Helena, Bozeman, Great Falls, Butte, Missoula, Stevensville, Kalispell.

Marsh McLennan Agency’s Northwest region is seeking a Business Insurance Market Specialist with a passion for collaborating and providing a high-quality client experience. An ideal candidate for this position will be responsible for partnering with Business Insurance colleagues to manage the marketing of new and renewal accounts to various insurance companies, and be the primary resource for marketing analytics, negotiating carrier coverages/terms, and finalize the market process. You are ready to provide technical leadership in support of new business development and manage multiple priority and perform in a dynamic, collaborative environment.

We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be an MMA NW professional. Our ideal candidate is hungry, humble and smart - they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.  

Responsibilities

• Market large and middle market commercial business accounts, both new and renewals. Prepare submissions for marketing that include program design, pricing targets, and market selection. Proposal presentation meeting attendance as necessary.
• Canvas markets/carriers for marketing intelligence on carriers as well as potential clients. Meet with carrier underwriters to discuss carrier appetites and guidelines and share information with internal team(s). Follow carrier and company guidelines to rate and issue policies, including online rating as necessary.
• Analyze and review account exposures including, but not limited to, loss summaries, and loss runs. Conduct policy exposure analyses as needed.
• Account collaboration: Assist and back up Client Management and Sales Executive team(s) with obtaining information from new business prospects, preparing new business and renewal proposals, and other policy information.
• Maintain relationships with carriers and colleagues to communicate carrier pricing info, product information, and support carrier directives and guidelines.
• Upsell and cross-sell: work with your colleagues to find a follow through on upsell and cross-sell opportunities.
• Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Qualifications

• You’re a technical and detail-oriented leader. You are ready to support new and renewal business development and manage multiple priorities while performing in a dynamic, collaborative environment.
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days. Building and maintaining relationships is just part of who you are, and you love making people happy.
• You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
• You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be organized, accurate and complete when interacting with clients, colleagues and carriers.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

Additional Requirements:

• 2 years of related business experience
• Commercial policy quoting experience preferred
• Knowledge of market appetites preferred
• Advanced insurance education (INS, AU, CPCU, etc.) preferred
• Applicable current state insurance licensure

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

The Perks:

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, the hired applicant will be eligible for a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.