Commercial Insurance Marketing Specialist

Primary Responsibilities

• Support sales efforts by preparing complete new business and renewal submissions and obtaining quotes in accordance with agency marketing procedures, with a focus on non-admitted and Excess & Surplus (E&S) business.
• Carry out annual reviews and analyze risk exposures on renewal policies to ensure appropriate coverage based on client information.
• Maintain accurate client files and documentation, including policies, endorsements, invoices, binders, certificates of insurance, and activity records, in line with agency standards and timelines.
• Manage renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond promptly to client inquiries, emails, mail, and carrier requests.
• Review all processed items for accuracy and completeness; prepare billing in accordance with agency credit and collections policies.
• Maintain current knowledge of underwriting guidelines, carrier requirements, and industry trends through ongoing education and professional development.
• Participate in meetings, agency visits, trade shows, and other company or industry events as required.
• Assist with special projects as assigned by management.

Minimum Qualifications

• High School Diploma or equivalent
• Minimum of 3 years of commercial insurance experience preferred
• Experience working with multiple insurance carriers, MGAs, and MGUs
• Ability to effectively communicate with insureds in an agency or brokerage environment
• Proficiency in agency management systems, quoting platforms, and Microsoft Office (Outlook, Word, Excel)
• Strong technical aptitude, including familiarity with document management systems and carrier platforms
• Active Virginia Property & Casualty License (required)
• Commitment to maintaining licensing requirements through continuing education

Core Competencies

• Strong understanding of brokerage operations, including commercial lines rating, claims handling, agency systems, and insurance regulations
• Knowledge of risk management principles
• Excellent organizational, time management, and multitasking abilities
• Strong written and verbal communication skills
• High level of accuracy and attention to detail
• Self-motivated with the ability to work independently in a fast-paced environment
• Effective interpersonal skills and ability to build positive relationships