Commercial Insurance Marketing Representative

Our Client, a highly profitable "A" rated insurer by A.M. Best, has retained The Carlisle Group seeking to hire a talented Marketing Representative. The organization is seeking growth in the Virginia market, and this role will be the face of the company to their appointed independent agents. The ideal candidate will have a strong marketing background with depth of experience in small commercial business.

The Marketing Representative will plan, organize, and carry out the marketing aims of the Company through its Agency Plant. They will work with Independent Insurance Agents to develop consistent, profitable growth within assigned territory and assist in the training of Agents, CSRs, sales people and new marketing representatives as needed.


  • Visit the assigned agents on a regular basis for the following purposes:

  • Increase interest and knowledge of carrier products with our customers. Advise agents of our philosophies, rules, guidelines and systems.

  • Grow the premium volume in the assigned territory. Set production quotas with agents and follow up in person on a regular basis to be sure that they are being met.

  • Assist agents in the sale of the Company's products, as needed. This can involve training agency CSR staff on our products, quoting risks or assisting with quoting risks in the agent?s office, making preliminary inspections of a risk with an agent, or sales meetings with agent?s sales staff.

  • Train Agents and CSRs in the carrier policy rating system and other features of our website. Maintaining a working knowledge of UF?s rating website and other corporate systems is essential.

  • Determine the nature of any service problems originating in the Home Office. Work with Agents and UF staff to resolve issues or problems between agent and company.

  • Make Home Office aware of the competitiveness of present insurance products and what other companies are doing with similar products.

  • Make underwriting inspections of commercial or residential properties when requested.

  • Make agency prospect calls in desired expansion areas to meet established new agency appointment goals. Submit applications for new agents to Home Office for approval.

  • After approval of new agents, work closely with agency staff to ensure success in meeting production targets in first, second, and third years.

  • Prepare analysis of territories and individual agents as called for by the Home Office.

  • Personally assist with additional tasks as assigned by the Company.

  • Assist the Director of Marketing in the development of other Marketing Representatives as requested by the Company.

  • Consistently achieve Territory Premium volume, New Agent appointment, and Loss Ratio goals on an annual basis.

  • Participate in PIA or other Insurance Industry meetings or committees as requested.

  • Continue Insurance education by attending CE credit courses, maintaining licenses, or other insurance specific seminars as assigned.

  • Complete all non-numeric objectives (such as call reports, agency reviews, new agent quarterly reports, expense reports) and other assigned projects in a consistently timely manner.


  • Equivalent of four years of general college or study in the insurance field.

  • Progress towards industry designations such as CPCU or CIC desirable.

  • Knowledge of Commercial Lines Property and Casualty insurance policies and Products.

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