Private Client New Business Marketing Specialist

The Hotaling Group offers a hybrid role in Melville, NY with a competitive USD 85,000 – 110,000 per year. Join a dynamic, growth‑minded marketing team dedicated to private client new business, collaborating closely with Account Managers, Account Executives, and Producers to craft tailored coverage strategies that align with client needs.

Responsibilities

• Negotiate with multiple insurance carriers to assemble comprehensive coverage options for prospects while ensuring compliance with industry laws and regulations.
• Involve practice specialists as needed throughout the business development process to effectively manage prospect risk exposure.
• Collaborate with Producers to grow and expand referral sources.
• Apply techniques from sales training and regularly refine skills to drive performance.
• Utilize the Epic system to complete funnel tracking and other internal information reports.
• Enter and maintain all account information accurately and in a timely manner within the Epic System.
• Ensure regulatory requirements are met and adhere to internal policies and procedures.
• Prepare Hotaling Proposals.
• Assist Producers in presenting proposals when needed.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations.
• Complete all assigned tasks and duties.

Requirements

• Working knowledge of agency management software, insurance rating software, and Microsoft Office.
• Familiarity with PURE, AIG, Chubb, Cincinnati, and Berkley One.
• Excellent presentation and communication skills.
• Ability to multi-task and thrive in a fast paced environment.
• Team oriented and capable of working within a collaborative setting.
• Minimum of 3 years of experience preferred.
• Self-directed with the ability to manage and complete duties independently.
• Ensure regulatory compliance and adherence to internal policies and procedures.
• Prepare Hotaling Proposals and assist Producers in presenting proposals when needed.
• Review and interpret carrier contract language to guide optimal client coverage decisions.

Technologies

• Epic (Epic System)
• Agency management software
• Insurance rating software
• Microsoft Office