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Develop and grow the Texas territory for a regional wholesale and MGA insurance firm by building strong agency relationships, promoting insurance products, and executing marketing strategies.
Responsibilities
- Maintain an in-depth understanding of WestPac’s insurance products and services
- Collaborate with management to implement and execute marketing strategies and plans
- Regularly engage with retail agencies through visits, networking events, and trade shows
- Discuss WestPac products, industry trends, and business strategies with agents
- Travel to visit agencies in the state of TX including major cities
- Log relevant discussions with agents and carriers within the agency management/CRM system
- Provide weekly marketing reports
- Identify and pursue new business opportunities across an untapped territory
- Develop and grow strategic agency partnerships to drive new revenue
- Assist with the development of marketing materials, social media campaigns, and website updates
- Provide minor underwriting assistance when needed
- Maintain positive, ongoing relationships with carriers
- Work closely with internal teams to address technical issues and resolve client-related concerns
Requirements
- 3+ years in P&C insurance marketing or related fields
- Current residency in Texas
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher)
- Excellent verbal and written communication skills
- Ability to work independently, prioritize tasks, and manage time effectively
- Ability to travel regularly for agency visits and industry events
Qualifications
- Bachelor’s degree or equivalent experience
- Minimum of 3 years of experience in P&C insurance marketing or related fields
Nice to Have
- Broker or Underwriter experience
- Familiarity with agency management systems and CRMs
- Familiarity with other creative software
Skills
Word
*
Excel
*
Microsoft Office Suite
*
PowerPoint
*
CRM
*
Publisher
*
* Required skills
About WestPac
A unique, family-centric, and locally owned regional wholesale and Managing General Agent (MGA) insurance firm that values diversity and inclusion.
Finance
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