Private Client Marketing Jobs

1 job found

2mo ago

Private Client New Business Marketing Specialist

The Hotaling Group Melville, NY

Melville, NY

2mo ago Closed

$85k - $110k/yr Full time Marketing Analytics Business Development

This position is no longer accepting applications (closed May 24, 2026).

Job Description

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

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