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.
• Provides 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.
• Solves basic and routine administrative problems directly.
• Refers complex inquiries to more senior team members.
• Completes online rating and quoting with various carriers.
• Utilizes strong communication skills to develop relationships with insurance carrier partners.
• Participates in training and development opportunities for insurance coverage and marketplace knowledge.
• Binds 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.
• Maintains detailed documentation in our agency management system.
• Completes cross training as needed.
• Adheres to the stated expectations of the E&O Plus Quality Management Program.

Additional Responsibilities

• Collects account information and assists in preparing client proposals.
• Interacts with others effectively by utilizing good communication skills; cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.
• Maintains required and additional continuing education requirements for license and/or professional designations.
• Data collection and entry of application for insurance coverage.
• Develops and maintains knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
• Accurately documents conversations in agency management system with clients, sends confirmations to clients and adheres to all other agency procedures that are established.
• Looks up carrier LCM’s and pulls experience mods.
• Actively refers clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
• Prepares analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals.
• Reviews and verifies policies for requested coverage, corrects information and properly prices new business.
• Participates in training and seminar courses to maintain Property & Casualty license.
• Participates in training and seminar courses to further Property & Casualty knowledge.
• Performs other miscellaneous duties as assigned by agency management.

Requirements

• 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.

Summary Reports to/Department Marketing Team Lead
FLSA Job Classification Non-Exempt (Full-Time)
ADA Requirements
Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands And Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds. The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.

To apply, please visit our website here.
Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.