Commercial Lines Marketing Associate

JOB SUMMARY:

The Commercial Lines Marketing Associate will collaborate with our carrier partners and marketers to support our marketing efforts.

ESSENTIAL FUNCTIONS
Agency specific training will be provided.

· Handles the marketing of new business submissions

· Provide support to business marketers, commercial lines department and WD management. Able to pull supporting information on a new/existing piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed.

· Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members.

· Complete online rating and quoting with various carriers.

· Utilize strong communication skills to develop relationships with insurance carrier partners.

· Participate in training and development opportunities for insurance coverage and marketplace knowledge.

· Bind excess and surplus coverage as well as completing affidavits. This may include filing for WD’s excess license as well as uploading documents to ELANY website.

· Maintain detailed documentation in our agency management system.

· Complete cross training as needed.

· Adhere to the stated expectations of the E&O Plus Quality Management Program.

ADDITIONAL RESPONSIBILITIES
As a Commercial Line Marketing Associate, major responsibilities include but are not limited to:

· Collect account information and assist in preparing client proposals.

· Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.

· Maintain required and additional continuing education requirements for license and/or professional designations.

· Data collection and entry of application for insurance coverage.

· Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.

· Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.

· Lookup carrier LCM’s and pull experience mods.

· Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.

· Prepare analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals.

· Review and verify policies for requested coverage, correct information and proper pricing for new business.

· Participate in training and seminar courses to maintain Property & Casualty license.

· Participate in training and seminar courses to further Property & Casualty knowledge.

· Perform other miscellaneous duties as assigned by agency management.

EDUCATION AND EXPERIENCE

· 5 years of insurance sales, marketing or relationship management experience required

· NYS Property & Casualty license required

· Professional designation(s) or working toward one (preferred)

KNOWLEDGE, SKILLS AND ABILITIES

· Strong commitment to high-quality service delivery.

· Ability to work independently.

· Ability to understand written and oral communication and interpret abstract information.

· Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.

· Knowledge of insurance products, usage and markets.

· Ability to utilize computer systems and programs and understand functionality.

· Proficiency in Microsoft office.

· Time management, problem solving and decision making.

· Ability to participate in a team environment.