Personal Lines Marketing Specialist - Remote (Must Live in AZ)

Mesa, AZ 85204

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7189

Job Description

Personal Lines Marketing Specialist needed for independent agency in Mesa, AZ. Remote offered but you MUST live in Arizona.

We are seeking an experienced and detail-oriented Personal Lines Insurance Marketing Specialist to join a team based in Mesa, AZ. The ideal candidate should have a strong background in the Independent Insurance industry and possess expertise in using Applied Systems EPIC and Ezlynx. As a Personal Lines Insurance Marketing Specialist, you will play a crucial role in providing the insureds with competitive insurance quotes while ensuring exceptional customer service and adherence to agency standards.

  • Retrieve current and existing information from Applied EPIC to input into the comparative rater (Ezlynx).
  • Enter accurate information into rater, run rates, and determine the most competitive carrier(s) against existing policies.
  • Navigate carrier websites to review and finalize quotes, preparing necessary documentation for presentation to assigned agents for client communication.
  • Document all actions taken in Epic, including attaching the most competitive quotes.
  • Develop a deep understanding of the Arizona insurance market, including risk characteristics, construction types, carrier eligibility, and appetite.
  • Collaborate with team members and the Personal Lines Manager as needed.
  • Stay proactively informed about relevant industry developments to enhance your expertise.
  • Complete tasks promptly to ensure outstanding customer service for our clients.
  • Identify and escalate items requiring special attention to the appropriate personnel.
  • HOURS:  Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
  • DURATION:  Direct Hire
  • PAY:  $45,000 - $55,000 per year + bonus, depending on experience.
  • BENEFITS:  This client offers a full comprehensive benefits package
  • WORKSITE: Remote offered to Arizona candidates.
  • 3+ years of Personal Lines experience within an independent agency.
  • Proficiency in using Applied Systems EPIC is essential.
  • Familiarity with Ezlynx is required.
  • Strong written, verbal, and presentation skills are necessary.
  • Excellent interpersonal and communication abilities are crucial.
  • Demonstrated capacity to work independently and within a team environment.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Commitment to continuous learning and improvement.
  • Exceptional organizational and time management skills are essential.
  • Preference for candidates who hold a Property & Casualty Agent license in the State of Arizona, though not required.
Service Standards:
  • Act proactively in researching and staying informed about ongoing industry developments.
  • Complete all tasks promptly to ensure top-notch customer service for our clients.
  • Identify and communicate items needing special attention to the appropriate personnel.

If you possess the required qualifications and are ready to take on the challenge of providing clients with competitive insurance quotes while upholding the highest standards of customer service, we encourage you to apply for the position of Personal Lines Insurance Marketing Specialist. 


Meet Your Recruiter

Dallas Pietak
Account Manager

Dallas joined SDI Staffing in 2021. She brings with her nearly 10 years' Account Management experience in Personal and Commercial Lines. As an Account Manager at SDI Staffing, Dallas is able to use her Insurance experience in helping both employees and employers build long-lasting relationships. She is also an active member of the Association of Insurance Professionals (San Diego Chapter) and has obtained her Certified Staffing Professional designation (CSP).

  • Certified Staffing Professional (CSP)
  • Employment Committee Chair San Diego Association of Insurance Professionals (SDAIP)

When she’s not acting as a career match-maker, Dallas enjoys cooking, hiking, traveling, and spending time with her Shih-Tzu.

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