Insurance Marketing Coordinator

About the Role

The Marketing Coordinator will perform duties primarily related to the efficient and accurate maintenance and processing of client accounts.

Job Scope

This position requires the employee to perform duties independently or with minimal supervision while operating from the established direction and instruction of the VP of Marketing and agency manual. Daily decisions are typically made by following general company policy, insurance contract requirements, company underwriting guidelines, insurance laws (state or federal), as well as independent judgment.

Primary Responsibilities

The Marketing Coordinator will work with the Marketing Department and is responsible for assisting in daily office functions related to maintenance and processing of customer accounts. This role offers a rewarding, long‑term opportunity to work with a fast‑paced sales organization and grow a career within the transportation insurance industry.

• Work with the Marketing Manager on assigned renewal accounts
  • Set up submissions, proposals, and finance contracts
  • Run MVRs
  • Complete IFTA and loss summaries
  • Complete company‑required applications
  • Online rating systems
  • Maintain records of existing clients
• Use Reliance sales tools and CRM to update renewal business life cycle

Job Requirements

• Active resident‑state Commercial Property & Casualty insurance license preferred
• Excellent verbal and written communication and people‑management skills
• Ability to interact with employees and customers in a professional manner
• Ability to work as part of a team in a fast‑paced environment
• Organized, logical, and willing to adapt quickly to changing policies and procedures
• Strong computer skills with Microsoft Office, email, internet, and other software
• Effective verbal and written communication with others