Swyfft

Marketing

• Define and champion Swyfft’s brand identity across all markets
• Develop messaging frameworks that clearly communicate our expertise
• Differentiate our brand in competitive markets
• Design and execute agent and broker recruitment campaigns
• Build targeted outreach strategies for coastal property specialists, surplus lines producers, and independent agents
• Oversee digital marketing channels including website, email, SEO/SEM, LinkedIn
• Create compelling content and thought leadership articles
• Monitor and synthesize industry trends
• Identify and maximize presence at key industry events
• Manage a marketing function, including vendors and a small team

VP, Marketing

Outside Sales

• Act as the trusted advisor to our New Jersey and New York agents, by understanding their business needs to determine new opportunities for growth and how Swyfft can support them.
• Manage and grow the agent base in your assigned states or areas.
• Partner with assigned agents through in-person visits, virtual meetings, or inbound and outbound calls to discuss production expectations and strategy.
• Act as a resource for our agents by answering inquiries or questions about Swyfft products and services.
• Assist with the facilitation of agent training and education webinars.
• Strategize with agents to find creative ways they can maximize their potential and increase our customer base.
• Promote the Swyfft brand and cultivate relationships at conferences, events, and trade shows.
• Staying updated on industry trends, competitor activity, and market conditions to inform sales strategies.
• Track all agent activity, including contacts, communications, revenue potential, and updates in our HubSpot CRM system.

NJ/NY Territory Sales Manager – P&C Insurance

Underwriter

• Communicate regularly with agents via email or phone to address concerns, obtain needed information, or answer general inquiries.
• Create and manage the electronic file set up and file maintenance process for new and renewing policies.
• Collect required documentation and support the filing of surplus lines taxes and fees, when applicable, in accordance with state regulatory requirements and internal procedures.
• Ensure that applications are completed and endorsed properly for binding.
• Follow insurance rules and regulatory guidelines to issue Notices of Rescission, Non-Renewal, Notice of Cancellation, and Rescission via ODEN.
• Utilize our policy management system, IMS, to ensure timely follow-up on the daily completion of tasks such as inspections, NOC’s, etc.
• Issue certified letters and notices as needed using our direct mailing platform, LOB.
• Assist the team with general day-to-day underwriting responsibilities and participate in various special projects as needed.

Commercial Underwriting Assistant

Claims Specialist

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property losses and damages.
• Effectively communicate and negotiate with policyholders, agents, public adjusters, attorneys, and service providers via phone, email, and internal systems to accurately document claim details.
• Successfully manage a pending claim load at varying stages of the claims process.
• Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations.
• Interpret and apply computer generated loss estimates, engineer’s reports, and construction terminology.
• Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications.
• Mentor our mid and associate level claims representatives.

Complex Claims Representative

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property large losses and damages of $100K+.
• Negotiate settlements and make payments within scope of authority, settling claims timely, and in the most cost-effective manner.
• Effectively communicate with policyholders, agents, and service providers via phone, email, and internal systems to accurately document claim details.
• Effectively manage loss and expense reserves to ensure accurate and timely reserving practices on all large loss claim exposures.
• Create and maintain comprehensive claim handling documentation in the electronic claims management system and related applications including the completion and escalation of Large Loss Reports (LLR’s).
• Ability to successfully manage a pending claim volume at varying stages in the claims process.
• Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations.
• Ability to understand, computer generated loss estimates and construction terminology.
• Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications.

Claims Specialist – Large Loss

Revenue Operations

• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives.
• Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team.
• Providing continuous training and support to HubSpot users.
• Develop and maintain dashboards and custom reports to track sales & marketing KPI’s.
• Support revenue operations by streamlining and optimizing sales and marketing processes.
• Analyze sales performance data to identify trends, gaps, and areas for improvement.
• Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations.
• Ensure seamless data flow between HubSpot and integrated platforms.
• Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

VP, Marketing

NJ/NY Territory Sales Manager – P&C Insurance

Commercial Underwriting Assistant

Complex Claims Representative

Claims Specialist – Large Loss

Revenue Operations Manager