Summary The Marketing Claims Manager will play a pivotal role in driving growth and success by owning the strategic relationships with our Insurance industry partners. The primary focus will be on expanding our carrier partner network, negotiating contractual agreements, and ensuring smooth program implementation and ongoing collaboration. This is an opportunity to be a key and pivotal member of Unity’s insurance partnerships team, driving change across the Insurance industry. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) Oversite of procedures for assembling pertinent information necessary to complete submissions to appropriate markets. Review quotes from carriers, negotiate pricing, terms and conditions with selected companies and make recommendations for proposal. Maintain positive relationships with contracted carrier’s company representatives through proper contact and effective communication and track contingency status and update management regarding potential payout opportunity on a timely basis. Disseminate technical information regarding coverage, endorsements and specific carrier’s market appetite. Evaluate the current insurance market place and various risk transfer alternatives as they arise. Participate in ongoing seminars, designations, and other training and maintain and develop technical knowledge and skill. Conduct quarterly meetings with commercial producers and staff to communicate market information and provide a forum to discuss marketing experiences. Promote teamwork between production and operations personnel. Oversees the use of excess surplus market placement and broker relationships. Work with managers to define and execute targeted revenue objectives. Facilitate revenue generation through continual analysis and review of performance and processes to enhance productivity. Assist with resolving conflicts between producers, account managers and carriers as needed. Strong analytical and problem-solving skills with a detail-oriented and process-driven mindset. Demonstrated ability to think strategically and develop innovative partnership strategies that drive business growth. Develop and execute a comprehensive insurance carrier partnership strategy to drive growth and maximize revenue opportunities. Collaborate with cross-functional teams to define partnership objectives and align them with the company's growth goals. Identify and target potential insurance carrier partners as well as negotiate partnership agreements to support new embedded insurance programs. Oversee the implementation of new carrier partnerships, ensuring seamless integration of systems, processes, and data sharing. Define and monitor key performance indicators (KPIs) to assess partnership performance and identify areas for improvement. Conduct regular business reviews with partners, analyzing metrics, and providing insights and recommendations to drive growth and optimize operations. ADDITIONAL DUTIES AND RESPONSIBILITIES Any other duties assigned by the Supervisor or investment representatives. Completes all required compliance exams on a yearly basis. Adherence to all First United Policies and Procedures. Dresses Professionally. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience High School diploma or GED equivalent. College degree preferred. Knowledge of the Insurance industry and emerging trends preferred. Must obtain and maintain applicable licensing. Strong project management skills with the ability to manage multiple initiatives simultaneously and meet deadlines. 10 or more years in management consulting and / or strategic partnerships, preferably within the insurance or technology industry. Technical / Functional Competencies Proficient in PC operating systems. Proficient in Microsoft office. Knowledge of and experience with Insurance Carrier websites. Knowledge of and experience with Comparative rater websites. Excellent communication, negotiation, and presentation skills, with the ability to influence and build relationships at all levels of the organization. Process and detail oriented. Ability to thrive in a fast-paced, dynamic environment and adapt to changing business priorities. Ability to work under pressure. Organizational and time management skills. Excellent attention to detail. Confident manner. NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations : Plano-Parkwood

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